Contact Management Software

I don't like the task portion of Hubspot. It is where I do the most of my work but I feel like it is very limited compared to the other parts fo hubspot. For eaxmple when I'm searching for companies and contacts I can't filter based on task title. I think that is weird. I should be able to do that. Review collected by and hosted on G2.com.

Hubspot is what allows me to very easily contact all my contacts within days who are all over the country. Instead of having to scower the web for phone numbers it allows me to have it all centralized within one platform for my ease. It also allows me to track all my deals making sure I'm staying up to date which each and every one of them. Review collected by and hosted on G2.com.

I'm using this sales cloud for the past 2 years and i havent seen any lag or defect in this product. Review collected by and hosted on G2.com.

Day by day sales cloud helps our customers in increasing sales efficiency and sales growth. Through sales analytics it helps us to customize/enhance our business products to get reach in high level. Eventhough its providing a path to provide a support for those products as well via work order creation and assigning immediate technician to get that fixed. Sles cloud really helps our ORG to increase productivity and better relationship among customers. Review collected by and hosted on G2.com.

More visibility on the leads from the tasks pannel, directly from the inbox, would an amazing improvement. Even better if it allows us to filter/order, so we can give priority to some tasks over others without having to enter the lead itself. Review collected by and hosted on G2.com.

As per the previous summary, the level of support has been key. 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.

As a non-profit, our former CRM had donation tracking and reporting capabilities that are not as well developed in ActiveCampaign. The pipeline creation and automation of several fundraising tasks are great, but the reporting and tracking features are not as robust, and we find ourselves needing to create custom systems within ActiveCampaign. Review collected by and hosted on G2.com.

Combining two systems into one (CRM and contact management for marketing emails) means one less database to maintain. This streamlines our communication and fundraising efforts making them more efficient and effective while ensuring the accuracy of our data. Review collected by and hosted on G2.com.

Overall, I disliked Power Automate's ability to decipher any software; I really struggled to work with some legacy software. Although these software were generating questionable code, I wish there was a way for Power Automate to process what is happening even if the code is constantly changing. I think it could do this via AI if it can guess what I'm trying to capture. Also, the difference in desktop and web apps are confusing and unnecessary, but that is a small gripe. Review collected by and hosted on G2.com.

Power Automate allowed for repetitive tasks to be built into a process and eventually perfected to be used hundreds, if not thousands, of times. We were able to eliminate Excel tasks for multiple employees, erase a huge chunk of busy work of hundreds of social workers, and even automate outreach to clients. Using it basically like the agents that are up and coming, we were able to have an "employee" working for us that did flawless work on things that noone else wanted to do, or had the time to do! 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.

Ocasionalmente, presenta errores de interfaz, como ítems que no aparecen en pantalla y hay que refrescar para que vuelvan a la normalidad.

Por otro lado, el buscador es muy poco intuitivo y muchas veces muestra algo muy diferente a lo que se está buscando.

Aún así, los beneficios superan ampliamente a estos problemas, que son sólo ocasionales. Review collected by and hosted on G2.com.

ClickUp es la manera en que puedo estar seguro de que no voy a olvidar ninguna tarea diaria, ni que voy a perder de vista ninguna información importante relacionada a un cliente debido a que centralizo toda la información allí para cuando la necesito. Review collected by and hosted on G2.com.

I have not come across many things yet that I don't like.

There are a couple of suggestion / feature requests I have mentioned and hopefully they get thought about just to make the customer journey a little easier.

One thing that has niggled me a little is the Files, when you link emails up to Capsule and you have a logo on the emails, its saving those as files. So I have had to add in email signatures that have to logo and don't look at good as they would when getting sent from Outlook. Review collected by and hosted on G2.com.

Holding customer information, their projects, correspendance between us and customer

Opportunties in sales

Recording leaving customers

Wehad to use a few different platforms before so this keeps it all in one place Review collected by and hosted on G2.com.

The extra features are there that would help, but they come at an added cost. I'm trying to grow my very young business and can't yet afford the things that I know would help. That's really about it. Review collected by and hosted on G2.com.

Instantly is solving problems that I sometimes didn't know I had. They provide helpful resources for you to narrow down what the deliverability problem is so that you know how to change things on your end for better open rates. I'm excited to get to the point where I can upgrade for more features and streamline my system even more. Review collected by and hosted on G2.com.

The base level Essentials subscription doesn't have email sync - that is a real shame as right now, with my new business - I don't have need for the next level up (Advanced) as I am a one-man-band. If the Essentials level did have email sync - it would be ideal for micro-business operators! Also, the LeadBooster is an incredible add-on BUT it is very expensive for micro-businesses like mine. I think having the individual products in this bundle available as separate add-ons would be a massive improvement for small operators like myself. For example - the WebForms is a HUGELY powerful tool that would allow me to onboard prospects straight into Pipedrive but that is the only one of the five I could see me using. Review collected by and hosted on G2.com.

Collating all of my day to day data on one place (apart from email currently) Review collected by and hosted on G2.com.

There are no drawbacks to this, it is a better CRM Review collected by and hosted on G2.com.

Kylas Sales CRM We cannot change the name of the data owner in bulk. This option was there earlier but has been removed now. If we want to change the owner of the data, we will have to change it one by one. You can add the option of changing the data owner in bulk again. Review collected by and hosted on G2.com.

Onboarding could be improved with more interactive tutorials or in-app guidance. Review collected by and hosted on G2.com.

EngageBay helps me automate lead capture and scoring, making it easier to prioritize high-value prospects. The intelligent scoring system helps me focus on leads that are more likely to convert, saving time and increasing efficiency.

The visual sales pipeline is a standout feature for monitoring deal progress. It allows you to track deals at every stage, identiffy bottlenecks and forecast revenue accurately. Review collected by and hosted on G2.com.

Customizações limitadas na versão gratuita: A versão gratuita tem funcionalidades limitadas, o que pode ser uma barreira para quem precisa de personalizações avançadas ou integrações específicas.

Dependência de recursos externos para integrações: A integração com outras ferramentas ou sistemas pode exigir habilidades técnicas específicas ou recursos adicionais. Review collected by and hosted on G2.com.

Falta de clareza nos processos: Muitas empresas têm processos que não estão documentados ou são mal compreendidos. O Bizagi organiza e padroniza os fluxos, garantindo que todos sigam as mesmas etapas.

Ineficiência operacional: Ele elimina tarefas redundantes, melhora a alocação de recursos e reduz o tempo gasto em atividades que não agregam valor.

Falta de integração entre departamentos: O Bizagi promove a comunicação entre setores, eliminando silos organizacionais e facilitando o trabalho colaborativo.

Riscos de não conformidade: Ao documentar e padronizar os processos, a plataforma ajuda as empresas a manterem-se em conformidade com leis e regulamentações específicas. 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.

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.

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.

One aspect I dislike about JotForm Workflows is the lack of built-in tools for analyzing outstanding and archived requests. Currently, I have to export data to Excel to manually analyze request types, which can be time-consuming. Having a feature that provides detailed reporting and analytics directly within the platform would greatly enhance its functionality and user experience. Review collected by and hosted on G2.com.

JotForm Workflows helps us manage a high request load from our team of sales agents by streamlining and organizing our processes. It ensures that tasks are efficiently assigned and tracked, which keeps the team organized and allows us to handle requests more effectively. This has improved our overall productivity and reduced the risk of tasks slipping through the cracks. 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.