Spiro Pros and Cons

Some of the highlights are:

- easy and intuitive to use

- Reminder function is much better than in other CRM systems and a very useful tool

- Creating reports and exporting information is very convenient Review collected by and hosted on G2.com.

Share reports with colleagues could be easier (like in Salesforce) just add (@ Max) and the colleague receives a notice

If you click in error to another window during creating a visit report, all information already entered will disappear and has to be entered again Review collected by and hosted on G2.com.

Spiro AI is a great CRM to use. It's very easy and intuitive, especially for small, mid, and large companies. They go above making the experience for clients the best. Review collected by and hosted on G2.com.

As with all software platforms, it takes some time to get used to. But after diving in it assists. I do not use the assistant very much as it tends to pull in info I do not need. But overall being able to work in synergy with email to the assistant to set reminders and create contacts or opportunities is good. Review collected by and hosted on G2.com.

Very easy to implement. Great acceptance by our outside sales force.

The best customer support ever. Review collected by and hosted on G2.com.

Has not been so easy to integrate with our ERP software. Review collected by and hosted on G2.com.

I appreciate the pipeline view for leads, as it can really help with visualization. I also like that it automatically connects to social media profiles and websites, making it easier to connect with prospects. They recently integrated a campaign feature, which is basically allowing. you to send out emails at a specific date and time, which is good for the "set it and forget it" kind of outreach. I also like that you can group people to a company, but different opportunities, if needed. This helps with larger organiziatiions that have multiple brands. Review collected by and hosted on G2.com.

It is not easy to adjust campaigns. You cannot change the date, you have to completely re-add the campaign email template. It is not as easy as I think it should be to add new prospects. You have to go to the "contacts" tab. I wish there was a way to "save and add another" or something similar. The spiro assistant has been changed a lot, and it never seems to show me only my contacts. They also have updated it again, and I'm not really sure how best to utilize it. Review collected by and hosted on G2.com.

SImplistic UI. The ability to customize several items yourself, as well as the ability to request items outside of your control to be modified to best suite your own business. Review collected by and hosted on G2.com.

Some simple items but essential items are still glitchy or buggy. The mobile bugs are especially difficult for an outside sales team. Review collected by and hosted on G2.com.

Spiro is an accurate and precise tool, I love that it is punctual and so friendly. The follow-up that I now provide to my customers is more productive and gives me more time to focus on what is most profitable. Review collected by and hosted on G2.com.

Sometimes commands are not interpreted in Spanish as same in English. The actual interface is good but is not as friendly as the last one. I liked better the last one. Review collected by and hosted on G2.com.

The sales management tools are great and the mobile app for our sales reps

The support from the spiro team is great . Review collected by and hosted on G2.com.

Occassional delays in response time when using the application Review collected by and hosted on G2.com.

Spiro is a great platform for tracking the life of a customer from start to finish. The customization specific to our company has been very helpful. Review collected by and hosted on G2.com.

The mobile call connection quality needs some improvements and the ability to make mass updates to contracts. Review collected by and hosted on G2.com.

reporting is good (zoho analytics backbone), customization is easy, lots of features for a good price. CX is responsive. Easy to built out your processes within the tool. Review collected by and hosted on G2.com.

Reporting slow to update, UX looks tired, some bugs in design, not easy to integrate with other tools, small company, data exports are messy (please fix dates). Review collected by and hosted on G2.com.

This program is so user friendly, and has all the information you need in one place. You don't have to use different apps or programs when looking for information, and the Assistant makes it so no customer can slip through the cracks. They also have a help button that actually helps you with step by step videos and step by step instructions so you can use whatever option works best for you.

When you log activity it automatically askes you to set a reminder so you don't forget to follow up from that call. You can also set up email templates that you can have premade with attachments you can send out right from Spiro, as well as sending mass emails with custom templates with attachments.

You can make custom filters in both the companies and contacts so you can target the specific customers you need to target at one time.

There are many other things this system can do that are fantastic but the last one I want to point out is you have the option to choose how many notifications you get sent, and you can set a personality that is in the reminder notification. This feature makes using Spiro fun, seriously the little comments they make just make me laugh and gets my attention every time. Review collected by and hosted on G2.com.

The only thing I don't like is that I can't move the columns around freely, and the assistant doesn't give you the choice to arrange the tiles from oldest to newest at the top. Review collected by and hosted on G2.com.