Legrand Desktop CRM Pros and Cons

The Quickbooks integration has been mostly seemless. When any issues arise, our represenative is quick to respond.

We specifically like that we are able to have multiple contacts under each company and that the sales transaction hisoty is available under each company. Review collected by and hosted on G2.com.

Some of the things that would make Legrand better are not having to sync the sales tractions daily, being able to see the sales tractiosn for each customer without going to a different tab & being able to import different customer price levels. Review collected by and hosted on G2.com.

Runs on SQL so can integrate with triiggers to the rest of our applications. It is the master customer information file but duplicates elsewhere. Good way to collate customer information, contacts, Review collected by and hosted on G2.com.

Lack of easy type ahead on customer selection (old version was great) . We use Sybiz vision and it is much easier to navigate than forcing entries in the search by box.

Uncommanded creation of documents. Review collected by and hosted on G2.com.

Legrand CRM was very easy to use and navigate. It was a huge benefit to see the customer interactions history for making informed decisions. Email integration was great. Review collected by and hosted on G2.com.

Reporting on CRM activity is limited and had to use additional software to get basic and customized reports. Sales activity in CRM was limited. Review collected by and hosted on G2.com.