Adviai Sales CRM
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Adviai Sales CRM
By Adviai
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5.0 out of 5 stars
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Adviai Sales CRM Reviews & Product Details

Editadmin
VT
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Adviai Sales CRM?

This CRM application has all the features you require and need but extremely user friendly. I would strongly recommend this product. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

I can honestly say there is nothing missing. Review collected by and hosted on G2.com.

What problems is Adviai Sales CRM solving and how is that benefiting you?

One central customer database capturing all data sets pertaining to a customer profile. Review collected by and hosted on G2.com.

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Adviai Sales CRM Overview

Editedit
What is Adviai Sales CRM?

Adviai is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, and customer service.

Adviai Sales CRM Details
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Adviai Sales CRM Community
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Product Description

Adviai is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, and customer service.

Seller Details
Seller
Adviai
HQ Location
Toronto, CA
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
BW
Overview Provided by:
Brian Wells

Recent Adviai Sales CRM Reviews

JP
Jason P.Small-Business (50 or fewer emp.)
5.0 out of 5
"Adviai changed my operation forever."
Using Adviai has improved my ability to manage client relationships and track new opportunities.
Read more
JB
Jake B.Small-Business (50 or fewer emp.)
5.0 out of 5
"Easy to use financial advisor CRM software"
The software is easy to use and has helped our team develop deeper relationships with our clients. Tracking, monitoring, and optimize client data w...
Read more
SW
Samantha W.Mid-Market (51-1000 emp.)
5.0 out of 5
"Our entire sales process has been elevated from this software"
Adviai's Sales CRM is very easy to use, effortless integration, great customer support, and has a ton of value features for our team. The sales pip...
Read more

Adviai Sales CRM Pricing

Adviai Basic
$15.80
1 Seats Per Month
Adviai Business
$24.20
1 Users Per Month
Adviai Pro
$40.80
1 Users Per Month
See all 3 Adviai Sales CRM pricing levels
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Adviai Sales CRM Media

Adviai Sales CRM Demo - Custom Dashboards & Reporting
CRM software with effortless setup and user-friendly features
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Have you used Adviai Sales CRM before?
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6 out of 7 Total Reviews for Adviai Sales CRM

5.0 out of 5
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6 out of 7 Total Reviews for Adviai Sales CRM
5.0 out of 5
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6 out of 7 Total Reviews for Adviai Sales CRM
5.0 out of 5
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Adviai Sales CRM Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
This product has not yet received any negative sentiments.
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JB
President
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Adviai Sales CRM?

The software is easy to use and has helped our team develop deeper relationships with our clients. Tracking, monitoring, and optimize client data was a pain point for us prior to Adviai. In addition, tracking new assets, prospects, and existing assets is very straightforward. The visualization of data has made our operations more efficient. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

The onboarding process took about a week for us to transfer over from our existing CRM platform - however the onboarding team at Adviai did it for no cost which was a huge value add! Review collected by and hosted on G2.com.

What problems is Adviai Sales CRM solving and how is that benefiting you?

Customer analysis and segmentation.

Data storage and organization.

Reduced manual processes.

Lead tracking and management.

Activity tracking and management. Review collected by and hosted on G2.com.

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JP
Financial Planner
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Adviai Sales CRM?

Using Adviai has improved my ability to manage client relationships and track new opportunities. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

I dislike the fact that I did not discover Adviai sooner, it was been a game changer for me. Review collected by and hosted on G2.com.

What problems is Adviai Sales CRM solving and how is that benefiting you?

This CRM has especially helped me with staying compliant and organizing data better. Review collected by and hosted on G2.com.

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SW
Head of Sales
Computer Software
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Adviai Sales CRM?

Adviai's Sales CRM is very easy to use, effortless integration, great customer support, and has a ton of value features for our team. The sales pipeline, task management & reporting features are by far our favourite features. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

We were previosuly using another CRM and so migrating platforms can be a bit tricky however with our subscription we received a free migration from Pipedrive to Adviai. Review collected by and hosted on G2.com.

What problems is Adviai Sales CRM solving and how is that benefiting you?

The software is helping us solve our pipeline management issues for new deals & coordinating our entire sales and marketing team to prioritize tasks for contact & account based marketing. Review collected by and hosted on G2.com.

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Philip M.
PM
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Adviai Sales CRM?

The crm provides valuable reporting and analytics for our team to make strategic sales decisions. I love the feel of the software. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

Not much in this regard. The entire setup process has been dynamite. Review collected by and hosted on G2.com.

What problems is Adviai Sales CRM solving and how is that benefiting you?

It solves multiple problems for us. Contact management, reporting, automation and task management. Review collected by and hosted on G2.com.

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IC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Adviai Sales CRM?

It helped streamline our sales and marketing efforts with ease. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

I had no issues or concerns with the software. Review collected by and hosted on G2.com.

What problems is Adviai Sales CRM solving and how is that benefiting you?

Helps centralize and optimize communications with our customers. Review collected by and hosted on G2.com.

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Verified User in Machinery
UM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Adviai Sales CRM?

It was simple to use and incorporated everything a company would want in a CRM package. It captures all the requirements of any corporation. Review collected by and hosted on G2.com.

What do you dislike about Adviai Sales CRM?

Nothing I didn't find anything I didn't like. Review collected by and hosted on G2.com.

What problems is Adviai Sales CRM solving and how is that benefiting you?

Helps track customer leads and the stage of the funnel they are in Review collected by and hosted on G2.com.

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Adviai Sales CRM Categories on G2
CRM
CRM

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Adviai Sales CRM