Seeking a dependable method to transition our clients' data from outdated CRMs to modern platforms, we found PROCESIO. Our clients' data, accumulated over years and in need of cleaning, categorizing, and migrating to new systems in more straightforward formats, presented a significant challenge. PROCESIO offered us an automation solution to address this need. Initially, we were concerned about potential difficulties in using the application and configuring everything correctly. However, PROCESIO's team was incredibly supportive, guiding us through every phase of the process. Their commitment to our project's success was palpable and reassuring. Review collected by and hosted on G2.com.
Frankly, I haven't encountered any drawbacks. Initially, there were some reservations within our team due to PROCESIO being a relatively new player in the field. However, this concern quickly transformed into a perceived benefit. The youthful vigor and dynamism of their team have proven to be a major asset. Review collected by and hosted on G2.com.
Like most process automation or no/low code platforms, Procesio does what it promises. What it stands out with is that it has a clear and intuitive dashboard, and functionalities available in the process designer are powerfully customizable.
Our main benefit using Procesio is that we managed to create a powerfull sales team by automating our CRM and adding/pushing data to other tools. Review collected by and hosted on G2.com.
For the moment, they don't have a MYSQL connection integration. The only option that is available to connect to a database is a Microsoft SQL (MSSQL) integration. Review collected by and hosted on G2.com.
We were looking for a solution to migrate data for our clients from older CRMs to newer software safely and securely. Our clients typically hold years of information that also need to be cleansed, categorized, and transferred into new databases in newer, simpler formats, and so we’ve tried PROCESIO to automate this process.
We were afraid that we would have problems using the app and setting all up but the friendly team at procesio guided us at every step and we really felt they were invested into the success of our project.
Also, every time we have a question they are really helpful
We configured once and we’re now using the same primary method with only minor tweaks for each client. Review collected by and hosted on G2.com.
I did not see any downsides. I think there were some doubts in our team since they are pretty young company - but this turned out to be a major advantage. Their energy is great Review collected by and hosted on G2.com.