What are the best aspects of this product?
Ease of use and flexibility coupled with stronger functionality then other products at this price point. Has an integrated customer service ticketing and project management module that most others don't have.
What aspects are problematic or could work better?
Integration with accounting is limited at this time.
What features/services would you like to see in future versions of this product?
Cant say as we are very happy with the functionality.
What specific problems in your company were solved by this product?
Complete control of the sales process and 1 central database of all customer information accessible via any device. We can see sales history service history, projects, service history all on 1 screen.
Are you a current user of this product?
No
What is your role with this product?
How long have you been using this product?
Less than 1 year
What is your company size?
11-50 Employees
What is your industry?
Investment Management
Did your company use a different software before this one?
Yes
What software did you use before?
Goldmine
Why did you decide to change it?
Product was not meeting our changing requirements
Are you satisfied with the change?
Yes
How did your company implement this product?
in the cloud
How long did it take to set up this product?
less than 1 week
How many people in your company actively use this product?
most employees
What is the primary use of this product in your company?
mostly B2B
What was the cost of implementing this product?
1,000 total
What is your total annual cost for using this product?
$3,600
How long is your contract with the vendor?
1 year
Did you get any discount for this product? How much?
No
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