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.

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.

While they've improved considerably since my last review, I think there are ways they could be better. While improving many of the core features, there are many areas that lack an intuitive approach. So even if you think you understand what a particular function does - especially if you've seen similar functions in another service - it's best to double check with online tech support (which is usually helpful) to make sure it's going to work the way you think it will.

My main browser is Safari, and for whatever reason, AC continues to not want to support Safari, and simply won't function well in many critical areas - forcing me to use Chrome for it to work properly. A bit of a PIA. Review collected by and hosted on G2.com.

I use ActiveCampaign as my CRM. As my list grows, I use their automations to welcome new subscribers and email campaigns to maintain contact, share valuable content and alert them to upcoming offers. I teach online webinars and virtual courses, and use automations to send sequences of emails based on various parameters of how people interact with the courses. This saves a lot of time without having to manually track what everyone is doing. My contacts also get tagged based on their interests and what courses they have purchased, allowing me to customize what communications get sent to each individual.

When it works, it's great. But there have been issues that have worked against me, and that's frustrating. The interface isn't always intuitive, some important settings are not in obvious places and can be missed, and the results of this can be very counterproductive. I've also learned that asking for support through email is basically useless in these instances and to always use the chat - which sometimes means waiting until its available if it's offline when you need it.

Many of the things in the list of "select all that apply" are things that I either use very little or not at all because there are simply other tools outside of AC that work considerably better and are easier/more intuitive to use. Things like the email template builder and the landing page builder. While they've improved these things, there are still aspects of it all that are quite arcane. It's difficult to understand that with the teams they have to develop these features that they can't bring them up to level of ease, intuitiveness and function that other more dedicated platforms provide. Review collected by and hosted on G2.com.

I have not had any issues with close that they were not able to address with customer support. Keep up the good work Close! Review collected by and hosted on G2.com.

Close has allowed my small startup to get off the ground in a cost effective manner. I am able to pay monthly and upgrade at anytime. I use the software to keep track of my leads and use the VOIP services. Review collected by and hosted on G2.com.

A combined pricing model for WhatsApp, Email and SMS would have been nice to optimize our budget across channels. But the individual products provide great value to compensate this. Review collected by and hosted on G2.com.

We wanted to increase engagement and revenue from our mobile app. With Insider's app suite we have increased app push reachable by 20% and re-engaged dropoff users.

We also fixed our email domain reputation issues and have increased email open rates by 7%. This has led to higher conversions. 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.

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.

The registration process was time-consuming. It took me hours to signup, for some reason I was not receiving a time password, even though everything on my side was in order. Review collected by and hosted on G2.com.

We map our customers' requests to the corresponding vendors. This requires a lot of back-and-forth communication between customers and vendors. Keeping tabs on every communication can become messy and can go out of sync pretty much at any time. Zoho CRM helps us maintain the sync. The Kanban board is our go-to solution. A simple and intuitive user interface helps us team members maintain the pace. A 15-minute walkthrough of the process and newly assigned members were as good as old ones. 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.

It is difficult to build journeys and create complex logics within them (e.g., branching based on an event property or a user property), as well as testing different sending times within the same journey.

Additionally, there is limited flexibility in creating the segments that trigger the journeys, particularly when it comes to incorporating OR logic and a certain degree of complexity beyond whether an event is triggered or not.

For last, Having the option to import user information through SQL queries, which allows for faster processes, reduces dependency on the tech team, and facilitates real-time personalization of communications without the need to upload CSV files or develop features to include user properties. Review collected by and hosted on G2.com.

Automating communications and triggering journeys when the user meets certain conditions. Displaying valuable information through in-app banners when specific criteria are met. 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.

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.

The costs on some of the in-app tools it offers like Domain costs and lead costs but at the end of the day since you get it all in one place, I think it's justified. Review collected by and hosted on G2.com.

My entire agency runs on Instantly lol Review collected by and hosted on G2.com.

Capsule might not be the right CRM for your whole growth cycle. It reaches a point where customisation becomes difficult and off the shelf integrations might not tick all of your boxes. This isn't so much a criticism of the platform, more an acknoweldgement of where it sits in the range of available options. Review collected by and hosted on G2.com.

We use Capsule for three main purposes.

1. Tracking new business enquiries through to sales completion

2. Managing our marketing databases for email and events

3. Managing project workflows such as onboarding new partners

The visualisation of sales and project workflows and the ease with which these can be customised, and specific action sequences embedded is really powerful. And the forecasting and analytics tools in the higher subscription brackets are also valuable. 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.

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.

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.