Lead Management Software

The social media module is a great idea, but it's not developed enough, so it can't yet replace a real social media scheduler tool. The concept of "marketing contacts" also makes it much harder to manage than before. It should at least come with pre-made workflows that are easy to customize for who should be a marketing contact or not. The email templates also have limited features. Review collected by and hosted on G2.com.

Consolidating everything in one place is amazing. Having your data right where you take marketing actions makes it really easy to segment who to target, and then report on results. Review collected by and hosted on G2.com.

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 haven't found any downsides as such, instead, I would like to say since I use this daily with ease, the downtime is negligible, and it is easy to implement as well.

Customer support is also reactive and resolves queries immediately. Review collected by and hosted on G2.com.

Salesforce Sales Cloud addresses key challenges by centralizing customer data, enhancing lead management, and improving sales forecasting. It helps us as it automates repetitive tasks, providing a 360-degree customer view, and facilitates team collaboration. Integration with other tools ensures seamless information flow, while robust analytics help set realistic targets and make informed decisions. Overall, Salesforce Sales Cloud streamlines sales processes, boosts efficiency, and enhances customer relationships, ultimately driving revenue growth. 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.

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.

The integration took longer than expected. The project timeline was delayed due to the extra effort that we have to invest in integration. APP's missing countdown function is a pity. Hoping the mobile web, website and APP template can be in sync. Review collected by and hosted on G2.com.

Before using Insider, we were able to send bulk push notifications in the text format. However, we wanted to explore a solution that can help us automate the process, create deep segments based on their predicted behavior, events, and visits, and engage with customers who had abandoned their carts.

Insider’s team of Growth Consultants recommended us to use their web push channel to send messages to target customers who had a higher purchase intent. We were also able to re-engage customers who haven’t visited our website for a long time. By sending out personalized Cart Abandonment Push Campaigns using predefined templates, we were able to capture their attention and bring them back on our website. 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.

If I HAD to pick something I dislike…a more user friendly home page when choosing marketing materials. Review collected by and hosted on G2.com.

Setting up and managing marketing campaigns can be time-consuming and complex, especially for businesses with limited resources or expertise. Sproutloud automates the entire process, allowing me to launch campaigns without the need for constant manual intervention. This efficiency saves me time and effort, letting me concentrate on core business activities. Also, maintaining brand consistency while catering to local market nuances can be challenging, especially when selling brand products. With SproutLand, I can tailor marketing strategies to both align with brand guidelines and respect local consumer expectations. This balance helps enhance brand loyalty, and consumer satisfaction. Review collected by and hosted on G2.com.

At this stage we don't have much to talk about in terms of dislikes. We found their pricing. alittle confusing initially but once diving in, it makes a lot more sense. Review collected by and hosted on G2.com.

For a lot of our service based businesses, we find that it can be tricky to identify what calls are being placed, what specific service the user is calling about and what the final outcome was. With WhatConverts we not only know where the call came from, we also know how it went and what the outcome was without having to put extra admin on the sales staff. At the end of the month we get to have confidence in the metrics we are presenting to our clients. 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.

We tried the Convert Assist, and I think it's a great tool. However, it has to be viewed on an individual basis, and we don't give everyone access to CallRail. Doing some sort of bulk search could also be helpful. I think we need to integrate it with Salesforce as a next step in order to really take advantage of some of the functionality. Review collected by and hosted on G2.com.

CallRail has helped to identify two issues we were having. One was with forms not making it into Salesforce. Another was that calls to one of our brands weren't being answered. It has also helped us to identify numerous coaching opportunities with our sales team. Lastly, albeit very manual and time-consuming, it has helped us with some marketing attribution. Review collected by and hosted on G2.com.

However, I believe they could be more flexible with pricing for startups that are just getting started. Not all companies can afford a tool like CleverTap, even though it makes a significant difference. Startups generally need traction in the early stages, and that traction comes from delivering the right message through the right channel at the right time—something CleverTap excels at. It's unfortunate that not all startups can access this advantage. Review collected by and hosted on G2.com.

The problem it solves for me is that, at MOVii, we have a large number of products within the app, as well as different types of users, making it impossible to manage without a tool like Clevertap. It allows me to hyper-personalize messages and content throughout the user journey.

It is useful for all types of communications, not just commercial but also support, education, and, in general, serves as a bridge to better understand my users.

It’s fantastic to be able to communicate across any part of my application. If optimized well, it allows me to gather feedback and engage with my users at key moments. 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'm probably over 500 hours now in Growth Nirvana and no complaints yet! Review collected by and hosted on G2.com.

I have over half a dozen clients and each one has multiple data sources (Facebook, Google, TikTok, LinkedIn, etc). Prior to Growth Nirvana I was manually pulling the data I was interested in each time I wanted to do an analysis. This was super repetative and ate up so much time. With Growth Nirvana I can connect those sources one time, and create dashboards which update as often as I want, so there is never a need to repeat an analysis and the dashboards never have stale data. 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.

What I find lacking in Instantly AI is its mobile experience. When I don’t have my laptop with me, it’s difficult to work efficiently on my phone, especially when checking Unibox for positive responses. The mobile interface could be more user-friendly for on-the-go tasks. Review collected by and hosted on G2.com.

Instantly AI solves several key problems for me, particularly around managing large volumes of leads and ensuring email deliverability. It allows me to efficiently handle outreach campaigns without worrying about the health of my email accounts, as it actively monitors and maintains them. This has significantly increased my email engagement and saved me time. Additionally, its excellent customer support ensures that I can get assistance whenever I need it, which makes the entire process smoother and more reliable. Review collected by and hosted on G2.com.

We haven’t encountered anything negative with the platform, and we are satisfied with both the support team and the platform itself. Review collected by and hosted on G2.com.

ContactPigeon helps us manage a consistent marketing activity flow, contributing to many of our monthly orders. The platform also helps greatly with campaign management and makes it easy to create tailored and efficient marketing messages. Although we’ve recently reduced our email sends after adjustments to align with a new hosting provider, the platform remains crucial for us. Review collected by and hosted on G2.com.

Overall, the experience has been excellent! I wish we had switched earlier. There was one niche integration missing, but the Clarisights team built it in 2 weeks!

It's a great partnership. Review collected by and hosted on G2.com.

Self-service for marketing users, reliable data, and new insights. Review collected by and hosted on G2.com.

My experience to date has been that good I haven't found anything I don't like. 🤷‍♂️ Review collected by and hosted on G2.com.

Reporting is the major one for me. It makes me look and feel more professional in my new business and it's giving me a really competitive edge in the market. I plan on using Agency Analytics as a primary driver for revenue in my business alongside a couple of other carefully selected partners in the digital space.

It's been the best investment in my business to date. Review collected by and hosted on G2.com.

So far we haven't identified any gaps. The platform is simple to set up, instantly populating results, and reports are digestible and inline with what I would expect. The traffic de-anonymization is also better than our match rates with 3 other technology platforms that we have currently in our stack. Review collected by and hosted on G2.com.

It shows much more relevant web and contribution data than we see through GA4 or any of the Account-Based and Marketing Automation platforms that are hooked into our site because it isolates accounts in our TAM, and it seems to be able to identify them more precisely than any-one platform in our stack. Being able to see traffic from people in targeted accounts vs bots vs non-targets is interesting as we ramp advertising spend across a multitude of channels. Review collected by and hosted on G2.com.