Firsthand impressions using this tool for CRM and and managing projects.

What are the best aspects of this product?

Before, I was using Saleslogix and Goldmine CRM. So, those are my points of reference. Pricing is very affordable whether it's for indivdual use, small-scale, or mid-scale business. All basic features appear to be there. The tool is set up in a modular matter. That'll make it easier for you to choose modules or features you really need.

What aspects are problematic or could work better?

I like the fact that a History tab can keep up with all calls, meeting, projects, sales, and activities completed. I don't miss not having a certain area to peek into a finished activity for a company and the customer. Currently, the customization is very much limited under settings.

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

Keeping track of SEO projects and websites. Before, I had to resort to using Spreadsheets. But this tool offered me the functionality required to be updated with contacts and company info. At the same time, I get to track the steps taken for every project. I can simply extract a list to see which projects has an outstanding tasks.

Are you a current user of this product?

Yes