User review
of eXert CRM
eXert CRM is a excellent product
-
by Yaseen Mohammed
USER SATISFACTION
RECOMMENDATION Definitely
7 out of 7
COST EFFICENCY Superb
7out of 7
OVERALL IMPRESSION amazing
5out of 5
EASE OF USE very good
4out of 5
CUSTOMER SUPPORT very good
4out of 5
PROS & CONS
What are the best aspects of this product?
This is a centralized product which is integrated with Financial Accounting System and other eXert products which gives us easy accessibility.
What aspects are problematic or could work better?
If they launch the product on cloud with mobile apps then it would be awesome.
What features/services would you like to see in future versions of this product?
Mobile Apps, Cloud Based,
What specific problems in your company were solved by this product?
All marketing and sales tracking made very easy and transparent and now we are getting more leads and maintaining good relationship with our customers by continuously following with them.
Are you a current user of this product?
Yes
USER DETAILS
How long have you been using this product?
3-5 years
COMPANY DETAILS
What is your company size?
51-100 Employees
What is your industry?
Pharmaceuticals
USAGE & IMPLEMENTATION
How did your company implement this product?
on premise
How long did it take to set up this product?
less than 1 week
How many people in your company actively use this product?
several employees
What is the primary use of this product in your company?
both B2B & B2C
EFFECT ON BUSINESS GOALS:
How did using this product affect your business goals?
- It allows us to store and organize information about our customers in a more efficient way
- It allows us to solve our customers problems faster and in a more efficient way
- It allows us to synchronize customer data between departments and teams
- It allows us to automate out sales and marketing related processes
- It offers us detailed analytics that lets us plan our future strategies more efficiently
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management very good
4
Customer Management amazing
5
Task Management amazing
5
Contract Management ok
3
Pricing Management very good
4
Email Marketing amazing
5
Order Management amazing
5
Campaign Management amazing
5
Analytics
Reports amazing
5
ROI Analytics amazing
5
Integrations
API ok
3
Calendar & Contacts Sync very good
4
Export & Import of Data very good
4
Available Integrations very good
4
Social Network Integration very good
4
Customer Service
Call Center Tools ok
3
Issue Tracking ok
3
Support Portal ok
3
Knowledge Base Management ok
3
General Features
Collaboration Features ok
3
Dashboard very good
4
Overall Performance very good
4
Access & Role Management ok
3
Mobile Support ok
3
Customization ok
3
File Management ok
3
Language Support amazing
5
Security very good
4
