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User review of Funnel CRM

Best CRM for Digital Agencies

- by Ubaid UR Rehman

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

It lets you create and embed web contact forms (without any technical knowledge) so you can easily capture leads.
The program automatically create web form submissions into deals and place them in your sales funnel rather in your messy inbox.
It allows you to put together and send well-formatted business proposals.
Funnel CRM lets you maintain your customer database by reducing the manual work.
The Gmail integration allows you to communicate with customers from your smartphone without logging into Funnel CRM

What aspects are problematic or could work better?

Funnel CRM works well for us as an Digital agency.

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

Funnel CRM eliminates the need to use scattered solutions. It’s one heck of a tool that unites your sales force around a single suite of software that easy-to-use and brings all your leads, customer interactions and more together in one place. So you can close more deals everyday by zapping your annoyance for manual data entry and complex work flows.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I made the decision to purchase it

How long have you been using this product?

Less than 1 year

COMPANY DETAILS

What is your company size?

11-50 Employees

What is your industry?

Marketing and Advertising

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

no

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 hour

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

PRICING & COSTS

What is your total annual cost for using this product?

470

How long is your contract with the vendor?

1 year

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
5
amazing
Customer Management
5
amazing
Task Management
5
amazing
Contract Management
5
amazing
Pricing Management
5
amazing
Email Marketing
5
amazing
Order Management
5
amazing
Campaign Management
5
amazing

Analytics

Reports
4
very good
ROI Analytics
4
very good

Integrations

Calendar & Contacts Sync
5
amazing
Export & Import of Data
5
amazing
Available Integrations
4
very good

Customer Service

Call Center Tools
4
very good
Issue Tracking
4
very good
Support Portal
4
very good
Knowledge Base Management
5
amazing

General Features

Collaboration Features
5
amazing
Dashboard
5
amazing
Overall Performance
5
amazing
Access & Role Management
5
amazing
Customization
5
amazing
File Management
5
amazing
Security
5
amazing
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