CRM.me

By VeerOne

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4.4 out of 5 stars

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CRM.me Reviews & Product Details

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CRM.me Reviews (32)

Reviews

CRM.me Reviews (32)

4.4
32 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the intuitive interface and ease of use of CRM.me, noting that it allows for quick onboarding and efficient management of customer data. Many appreciate its ability to integrate with other tools, enhancing workflow and productivity. However, some users mention that the mobile app experience can be limited, particularly when accessing detailed information.

Pros & Cons

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Krishna U.
KU
"Intuitive Interface, Streamlined Patient Data Management"
What do you like best about CRM.me?

I like how CRM.me stores patients' information in one place, making it easy to access. The intuitive interface is great because it didn't take much training for our staff to quickly learn how to upload and retrieve patient files. This logical setup means we don't have to spend days training new staff, saving us a lot of onboarding time. I also appreciate that CRM.me integrates with Outlook or Gmail to sync patient appointments and email communications, keeping our calendar up to date without double booking. The initial setup was surprisingly easy, and the import tools worked well for migrating our old Excel data, allowing us to get most of our patient records running within a few days. Review collected by and hosted on G2.com.

What do you dislike about CRM.me?

The mobile app experience isn't as robust as the desktop version. It can be a bit clunky when trying to view detailed patient charts on a smaller screen. The main issue is viewing detailed patient histories on a small screen. On the mobile app, you have to scroll endlessly to find specific notes or test results. It needs a better summary view for mobile. Review collected by and hosted on G2.com.

Nicholas S.
NS
Conference & Event Manager
Small-Business (50 or fewer emp.)
"Solid, Quirky CRM with Strong Core Features—But Setup and Integrations Need Work"
What do you like best about CRM.me?

CRM.me feels like a solid, slightly quirky CRM that tries to do more than just basic contact management. It has a full set of core features: contacts, deals, tasks, dashboards, and workflow automation. It can handle a pretty typical sales or small-business pipeline without a problem. Review collected by and hosted on G2.com.

What do you dislike about CRM.me?

CRM.me's setup can feel overly fiddly and time-consuming, especially if you're just looking for something quick to jump into without a ton of customization tweaking. The lack of seamless integrations with popular tools like email platforms or calendars is a real pain, forcing extra manual workarounds that eat into your day. Review collected by and hosted on G2.com.

PZ
Gerente de Ingeniería de Procesos
Small-Business (50 or fewer emp.)
"A simple and practical CRM for sales teams"
What do you like best about CRM.me?

What I like the most is that the interface is very intuitive and easy to use. You don't need to be an expert to start working with it. Additionally, the customization of fields and processes is quite flexible, which helps to adapt it to business needs without complications. Review collected by and hosted on G2.com.

What do you dislike about CRM.me?

Sometimes, integrations with other tools are somewhat limited or require additional configurations. Also, I would like the reports to offer more customization, without having to rely so much on predefined templates. Review collected by and hosted on G2.com.

Juan R.
JR
Lead Manager
Small-Business (50 or fewer emp.)
"Makes Everything Easy"
What do you like best about CRM.me?

makes things easy for you and I love using it Review collected by and hosted on G2.com.

What do you dislike about CRM.me?

everything is good on my end i love the system Review collected by and hosted on G2.com.

CM
Infinite banking specialist
Small-Business (50 or fewer emp.)
"To the point"
What do you like best about CRM.me?

I love how direct the product is. Use is straight to the point. Review collected by and hosted on G2.com.

What do you dislike about CRM.me?

It could be improved in regards of outreach. Review collected by and hosted on G2.com.

Chris S.
CS
ASM
Small-Business (50 or fewer emp.)
"Survey"
What do you like best about CRM.me?

Easy to use program. The CRM was found to be extremely useful and well-designed. Review collected by and hosted on G2.com.

What do you dislike about CRM.me?

The communication throughout the process could have been better Review collected by and hosted on G2.com.

Vaibhav G.
VG
Business Development Manager
Small-Business (50 or fewer emp.)
"Great experience using this tool for CRM"
What do you like best about CRM.me?

The Best part is each of team members can see their daily task, leads, sales pipeline.

With time it becomes easy to use. Review collected by and hosted on G2.com.

What do you dislike about CRM.me?

WhatsApp automation with each stage of prospecting in lagging. Review collected by and hosted on G2.com.

Mohammed A.
MA
Small-Business (50 or fewer emp.)
"Nice and good"
What do you like best about CRM.me?

CRM.me integrates seamlessly with my other essential tools, making my workflow smooth and efficient Review collected by and hosted on G2.com.

What do you dislike about CRM.me?

Some users mention that CRM.me's capabilities can become limited for larger teams or more complex workflows. Consider if the platform can grow alongside your business needs. Review collected by and hosted on G2.com.

KB
consultant
Enterprise (> 1000 emp.)
"wonderful Customer experience management too; !"
What do you like best about CRM.me?

It helps me collate all my customer and their categories according to my segments ! Customer segmentation, customer targeting, positioninig and then accordingly setting up plans Review collected by and hosted on G2.com.

What do you dislike about CRM.me?

compared to other competititors it can do slightly better, but for this proce range it is okay Review collected by and hosted on G2.com.

Craig W.
CW
Owner
Small-Business (50 or fewer emp.)
"My experience in a nutshell is, outstanding!"
What do you like best about CRM.me?

If you want fresh, laser-targeted leads for your business, Instanlty is what you need! The support team is very helpful, with a quick response time. The leads that you get are clean leads! Thank you Instantly for a great experience and a wonderful platform! Craig Warren: http://homebusinesssetup.com. Review collected by and hosted on G2.com.

What do you dislike about CRM.me?

Everything to me is self-explanatory! There is nothing dissatisfactory. Review collected by and hosted on G2.com.

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GU
Guest User
Last activity 5 months ago

What are the 3 main elements of CRM software?

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G2
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What are the major features of CRM?

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CRM.me Features
Contact & Account Management
Partner Relationship Mgmt. (PRM)
Opportunity & Pipeline Mgmt.
Email Marketing
Lead Management
Case Management
Call Center Features
Mobile User Support
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CRM.me