Contact Management Software

Everyday I feel like I encounter new bugs with the platform. For instance, today I had to refresh my Sales Hub to make each incremental phone call since it would not load. There's always a new bug with the platform, some days worse than others.

Also, not sure why updates (to lists, sequence enrollments etc.) show up 15-30 seconds delayed, but it always makes me second guess if I've done something correctly or not. As someone who is meticulous about organization and outreach procedure, Hubspot is incredibly limited for enriching data with custom fields and using those in outreach efforts. I've been using the platform for just over 2 months, and I have an entire Google doc where I vent about frustrating experiences on the platform. It's fine if it's a one-off thing, but as I'm repetitively prospecting, these tiny details really get annoying.

Here's the start of the list:

Sometimes, when I’m going through calls, it brings up the old contact after I’ve completed the task

Always need to switch to Mobile Phone Number

Contacts I’ve unenrolled still are being assigned tasks and appear

To modify a tiny detail in my sequence I need to start all over, unenroll, re-enroll... Review collected by and hosted on G2.com.

A platform to stay organized and share results with colleagues Review collected by and hosted on G2.com.

Sometimes the users feel that the UI of this platform is not easy to navigate.

This platform supports low-code tools but they sometimes not fully address all business needs without more advanced coding. Review collected by and hosted on G2.com.

Our main problem was regarding Customer Data Management which we used to do manually, leading to inefficiency and highly time consuming. This platform provides Centralized Customer Data Management which helped us to solve our main issue of managing the data. Along with this, they also provide variety of powerful tools to help our business. Review collected by and hosted on G2.com.

Sometimes it acts slow or acts like it's lagging or something usually have to refresh the page to get it to work properly again but this happens rarely. Review collected by and hosted on G2.com.

Helping us Account Exectives & Customer Success Managers increase customer engagement getting complete overview of past communications. sending automated bulk emails or even single emails right when I am at a lead. I could just choose from the templates and get it sorted. It saves a lot of time by these very needy small features. Review collected by and hosted on G2.com.

Nothing, I love this product. It has been a lifesaver for us. Review collected by and hosted on G2.com.

There is no other market tool that provides a system that manages a document's life cycle as completely as Laserfiche. When considering their system, make sure to look at the Workflow piece, Laserfiche Forms, and Records Management as part of your solution; they work so well together that it is difficult to think of using their system without those pieces. Review collected by and hosted on G2.com.

We are taking people out of the document management process. The primary benefit is that people can focus on more value-adding work instead of spending time tracking paper, filing paper, and storing paper. A document's life cycle should be managed electronically; not a burden people have to work. Review collected by and hosted on G2.com.

The CrmOne software is easy to use and works really well for small to medium-sized teams who need a centralized platform to manage customer data. While the interface could be a little more intuitive, once you get the hang of it, navigating the system becomes much easier. The features of system are flawless. Review collected by and hosted on G2.com.

For companies dealing with multi-step sales processes, keeping track of tasks, stages, and timelines becomes chaotic without the organizational capabilities of a Crm Software. Review collected by and hosted on G2.com.

ActiveCampaign has made significant improvements recently, which is great to see. However, many of the integrations depend on Zapier, so if you don’t use Zapier, you may find yourself needing to set up a lot of custom configurations. Additionally, the integration with Dynamics 365 could use some refinement. Lastly, there are still some quirks in the system. For example, if you add someone to the exclusion list using their full email address and they are later added back to a list via automation, they are automatically removed from the exclusion list. This behavior undermines the purpose of an exclusion list, which should be honored under all circumstances. Review collected by and hosted on G2.com.

We have had integration issues with Dynamics 365 and have been working with Active campaign to resolve it - but have not had a ton of luck -that said it could be more of an issue with dynamics than AC. Also mentioned earlier in my review - the weird issue with exclusion lists is frustrating. Review collected by and hosted on G2.com.

Sometimes, the customer support team seems less trained and cannot understand the query in detail. Review collected by and hosted on G2.com.

Zoho CRM is a tool to monitor all your Sales team and inside sales team performance at one place. For any organisation its essential to store all kind of leads at one place, bifercate these leads into different categories like lead lost, future reach out, not product fit or many more. Zoho CRM not only helps in doing it but also help in running email campaign for right fit leads to nurture to boost sales.

We are here also able to track all sales numbers, month on month basis or quarter on quarter basis and understand which source of leads is giving more business like is it networking, is it referral or is it inbound. This all is only able to possible with the help of ZOHO CRM and its integration with hubspot sales hub. Review collected by and hosted on G2.com.

It has some limitations, like it can struggle with processing large datasets, leading to performance lags or timeouts. For me debugging complex RPA flows can be challenging due to limited debugging tools. Review collected by and hosted on G2.com.

It is helping me automate repetitive flows in the collection and processing of ecommerce data. Saving my time and my team's time Review collected by and hosted on G2.com.

So far we have no complaints. Few integrations were a but difficult to get around but we are satisfied most part. Review collected by and hosted on G2.com.

We wanted to have an easy task assignment and tracking tool for our project. Clickup with its integration for many top 3rd party tools is great. Calendar integration smoothly integrates Clickup and our Google Workspace for Google Calendar. Review collected by and hosted on G2.com.

The app is great for a fast view of whats going on, but I wish it didn't need to sync every time it opened. If I don't have service at the moment it can be hard to pull up my calendar to view something already in there. I also wish on both the app and the website that I could organize the tasks for each day in order of importance, not just the order they were entered. I have for example 10 tasks for the day but need to add something that needs attention before others, I can't just drag it to the top. Review collected by and hosted on G2.com.

It's helping us keep track of our customers with notes that can be added by anyone. There is no more back and forth with who last spoke to the customer, and any one of us can help them when needed since we have all the information in front of us. Their interactive calendar is also VERY helpful allowing me to add a task easily and drag other tasks to different days if there isn't time to get it all done. I love that it emails other users their daily task list each morning saving us time discussing what needs to be done. Review collected by and hosted on G2.com.

While I’m a big fan of Instantly.ai, I want to keep things balanced and not come across as a total fangirl. If I had to nitpick, the user interface for uploading contacts could use some refinement. As a solo operator, I find it manageable, but it’s a bit clunky—even for me. I can only imagine how tedious it might feel for a team juggling a larger volume of leads. That said, it’s entirely possible my struggles are self-inflicted, so take this critique with a grain of salt.

Since I’m focused on cold outreach and manually sourcing email lists, I’ve streamlined the process by uploading just the email addresses into Instantly. I keep all the extra contact details—names, notes, etc.—in a separate Google Sheet. When I get a response, I simply pull up my sheet to reference who they are. Trying to sync a full customer profile across my Google Sheet, CRM, and Instantly felt like a giant time sink. Now, I just focus on what matters: sending emails and managing replies. Less busywork, more results. Review collected by and hosted on G2.com.

actually getting emails opened!!! Review collected by and hosted on G2.com.

additional pricing on target vs goals and add on Review collected by and hosted on G2.com.

Leads management, reminders for task, sales Review collected by and hosted on G2.com.

The deafult views for deals and people need to be customised because out-of-the-box, they are pretty basic, but it can be done.

I would like to see more integration with financial acocunting software like Sage 50 Review collected by and hosted on G2.com.

We moved from keeping sales performance spreadsheets to pipedrive and its allowed us to:

- trend our wins vs losses

- determine best performing services

- incentivise sales employees by pulling performance reports

- have access to dashboard style reports that are easy for c-level management to grasp. Review collected by and hosted on G2.com.

Redundancy in notifications. I almost always have the portal open, so I don't need the emails as much as maybe someone else would, but the info is clear and shared numerous ways. Review collected by and hosted on G2.com.

Keeping track of leads and opportunities with my sales team leader and the rest of our team. Review collected by and hosted on G2.com.

It is a reliable CRM but at times it lags during bulk actions. Review collected by and hosted on G2.com.

I can create email campaigns, setup automations, workflows using the drag and drop builder with an ease. The automations will help me to automate all my tasks, just create it one time and forget it. It will do all the tasks automatically. Review collected by and hosted on G2.com.

I genuinely can't think of anything that's missing or problematic right now. If I do, I'll update this review! Review collected by and hosted on G2.com.

Be sure to ask them questions. Their team is willing to help you think through the problems that YOU need to solve and they'll be honest about any limitations.

Think about any integrations you might need now and in the future. Review collected by and hosted on G2.com.

They recently added forms, which comes at a perfect time as we are looking to update some of our intake/feedback forms. This will benefit us any time we need a simple form (though for more robust forms with conditional logic, I think we'll still need to rely on a different platform). Review collected by and hosted on G2.com.

Truthfully I have not experienced any issues that were not simply user error. Ohanafy has made my life at work much easier, and has led me to become far more efficient during the work day. Review collected by and hosted on G2.com.

Since the program allows us to visualize any and every single data point that we may have, we have been able to be more efficient in making packaging decions, cast smarter sales forecasts, and maintain a sufficient level of inventory of raw materials without ever cutting it close to running dry. Review collected by and hosted on G2.com.

Very rarely it is happening that due to server issues from others the workflows might run slowly but after 10 min it will get back to normal. Review collected by and hosted on G2.com.

In my team we have involved multiple entities. With floww.ai we could able to get that entire flow smooth.

Custom records made entirely smooth entire our sales journey.

And also instant dashboards building very helpful. Review collected by and hosted on G2.com.

I had a lot of trouble to create my account, first i had to make a few tries to pass without error and then I did not receive the activation email, so again, cost me a few tries and time to make it work. Review collected by and hosted on G2.com.

I needed a software that would help me concentrate new ideas and management alternatives, creating flowcharts and comparing them with the current model, Bizagi is helping me with that, and I can also integrate with Powerpoints that I was already used to use. Review collected by and hosted on G2.com.

There are too many settings but most of them are needed one. Review collected by and hosted on G2.com.

Lead Management and deal management Review collected by and hosted on G2.com.