What are the best aspects of this product?
Has integration with some other leading programs and email systems like exchange/outlook, google, Kashflow, Sage business cloud, Xero
What aspects are problematic or could work better?
Task and activities creation is poor as it doesn’t go to after today’s current time or show the times at all without pressing the clock button. It will not save any task or activities with error “Mandatory-field please check your changes for errors” when entering any date and time no matter what I put in there
Cannot make a task without finding a contact first, sometimes you just want to remember something not related to a contact.
Reports don’t work the All activity one produces “There were no results, please try changing your report options.”
What features/services would you like to see in future versions of this product?
Messaging,
Built in telecoms and the ability to phone from the crm
Built in drive space to store own company documents and files not just uploading with a contact.
Mobile app although says it is mobile friendly I prefer an app
Company wide calendar
Internal contacts
Invoicing, quotes and employee management
More integration with other software platforms
Webmail
Task Automation
Forms
Sticky Notes
What specific problems in your company were solved by this product?
Keeping track of some leads but Bitrix24 does it far better.
Are you a current user of this product?
Yes
How long have you been using this product?
1-3 years
What is your company size?
1-10 Employees
What is your industry?
Information Technology and Services
Did your company use a different software before this one?
Yes
What software did you use before?
Zoho CRM
Why did you decide to change it?
To try it out
Are you satisfied with the change?
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?
just me
What is the primary use of this product in your company?
mostly B2B
How did using this product affect your business goals?
What was the cost of implementing this product?
It was free
How long is your contract with the vendor?
Unlimited
Did you get any discount for this product? How much?
No
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