Customizable for our business

What are the best aspects of this product?

Commence CRM offers all the features we need to manage our customer data. The system is easy to use and new employees can quickly learn to use it. We have customized the CRM for our business processes to track customer data. Plus, the app has smoothly integrated with our Outlook system, which helps us seamlessly track emails for all contacts.

What aspects are problematic or could work better?

We need to properly handle changes and not over-use the system’s flexibility. This means we need to avoid complex data tables and unsightly color schemes. This task needs proper management, and we use the permissions feature to ensure only authorized employees can make changes to the system.

What specific problems in your company were solved by this product?

We use Commence CRM for integration with our accounting solution, installed base and serial numbers, quotes and opportunities, and to manage customer information. The system helps us save a lot of time spent in general tasks such as issuing quotes, and tracking serial numbers and contracts and customer details and notes. Plus, all our employees now have up-to- date information.

Are you a current user of this product?

Yes