Simpleview CRM Bewertungen & Produktdetails

Platform organizes data in valuable way. Bewertung gesammelt von und auf G2.com gehostet.

Software feels old and looks outdated, outages seem to be more frequent than in the past. Bewertung gesammelt von und auf G2.com gehostet.

Detaillierte Abschnitte beim Eingeben von Informationen. Ich mag, dass wir die Möglichkeit haben, so viel wie möglich einzubeziehen und einen Abschnitt zu haben, der sich diesem speziellen Detail widmet, anstatt eine lange Notizenseite zu haben. Bewertung gesammelt von und auf G2.com gehostet.

Es kann verwirrend sein, wenn man gerade erst anfängt. Es müssen mehr Anleitungen und Online-Ressourcen für diejenigen bereitgestellt werden, die Simpleview zum ersten Mal verwenden. Bewertung gesammelt von und auf G2.com gehostet.

Truly amazing team and they really go the extra mile to help you out. I like that white-glove service. Thank you for the help Bewertung gesammelt von und auf G2.com gehostet.

Hmm. This is a tough one. I haven't found any dislikes. I have been handled very well. Bewertung gesammelt von und auf G2.com gehostet.

Simpleview is exceptionally comprehensive. There are so many different ways you can utilize this program, and I think, for the most part, it is pretty user-friendly. Bewertung gesammelt von und auf G2.com gehostet.

Sometimes, adding new fields or figuring out formulas can be complicated. I'm not very familiar with the backend of Simpleview, so I'm not sure the exact details that go into this work. Bewertung gesammelt von und auf G2.com gehostet.

Ich liebte, wie einfach es zu benutzen war. Ich hatte ein wenig Schulung, um bei der Navigation zu helfen, aber insgesamt war es so intuitiv und benutzerfreundlich. Bewertung gesammelt von und auf G2.com gehostet.

Es gab nichts, was mir an dem Programm nicht gefiel. Es war einfach zu bedienen, einfach zu navigieren und eine Zeitersparnis für alle Beteiligten. Bewertung gesammelt von und auf G2.com gehostet.

Simpleview has the ability to run a ton of different, in-depth reports. Bewertung gesammelt von und auf G2.com gehostet.

It always takes a while for new hires to differentiate between the Lead/Account/Profile level. Creating and editing reports is another obstacle that new hires often deal with. Bewertung gesammelt von und auf G2.com gehostet.

Easy to create parent accounts, but over all the reports are difficult to use. Bewertung gesammelt von und auf G2.com gehostet.

Reporting is very difficult and not very clean Bewertung gesammelt von und auf G2.com gehostet.

For us, the best attributes of Simpleview re that it provides an easy to use (for the most part) platform for account management and organization, an extranet for account participation and a place to post and organize sales leads. Bewertung gesammelt von und auf G2.com gehostet.

The two major things I dislike about Simpleview are:

1. Reports. When you initially purchase and implement the program, it has some set report fields that work great. But the moment you need to pull a custom report,, which is inevitable if your company values data, it can get very time consuming and frustrating due to different limitations and rules.

2. Customizations. I used Simpleview at the company I worked prior to my current role as well, and both organizations have largely customized their platform. I will say that the Simpleview team does try their best to work with every individual client to fulfill their needs, however, there are quite a few limits to what they can do, and every customization is an added cost to an already expensive program, so the costs inevitable limit what all you can do. Bewertung gesammelt von und auf G2.com gehostet.

We recently switched from Simpleview for our CRM and it made me realize how many things I liked about the program. The ease of use, customize-able reporting, and inventory tracking are some of the things I appreciated most. We pull different reports daily and simpleview streamlined the process with their templates and categories. We are a partner-based company and it also made it very easy to add new partners and get them set up within our system to immediately start seeing the benefits. We also use the system to send out leads to our clients and received feedback that simpleview was much easier to use and understand than our new program. Bewertung gesammelt von und auf G2.com gehostet.

While simpleview excelled at some functions, there were many things we needed that the program just could not do. For example, we needed a program that would allow us to accept credit card payment without going through a third party. We also wanted a program that would allow us to set up events and take RSVPS, while tracking attendance back to the account page. The price of the program was also a factor when deciding to switch. Bewertung gesammelt von und auf G2.com gehostet.

Easy to Navigate User Interface

Options for customization

Web based system so accessible from any device

Great customer support

Ability to organize tasks, reminders, Communications all on one system Bewertung gesammelt von und auf G2.com gehostet.

I wish the Outlook integration was more reliable but I have been told they are working on this Bewertung gesammelt von und auf G2.com gehostet.