Real Estate Client Database 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 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.

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 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.

None so far everything is so perfect even there hel desk! Review collected by and hosted on G2.com.

Reaching out to leads and calling them using like an all in one CRM is the most beneficial part for me. Review collected by and hosted on G2.com.

Some of the dashboard functions and appearance could be better. Review collected by and hosted on G2.com.

BoldTrail automates many different systems of lead generation and follow-up. 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.

I have no negative items to list. They provided a solid product at a more than reasonable price. Review collected by and hosted on G2.com.

We needed a stronger foundation for an SEO team to build off of. Something that clearly articulated what we do, and was both desktop and mobile friendly. Review collected by and hosted on G2.com.

New updates are made without prior information

Difficult for sales employess as their are on fileds Review collected by and hosted on G2.com.

Data handling and maintaining

Reporting 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.

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.

After having it implemented less than 2 weeks ago. we are still very much in the early stages of understanding what we can / cannot do

The only notable "challenge" thus far, was the ability to set up

"SaaS"-like Products, that uses the billing frequence to allocate TCV (Amount field on Deal object)_equally over the billing frequency p/m (MRR), with the 'sum of the monthy values (MRR) for all deals being the key critical data used for the Revenue Forecast in PD.

The developer community, support teams, and other Pipedrive Customers were able to provide guidance that remediated the issue, Extreme which now balance our revenue forecasts. in PD Review collected by and hosted on G2.com.

Centralised & Standardised framwowrkrs, processes, techstack, reporting etc, with a "single throat to jokes - is unlockig value across every facet of the business, with no signs of slowing down the road 5th

os 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.

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.

Honestly, the only thing that I currently don't like about Lofty is that the Home Report feature doesn't allow for editing property details. If my clients were to do any updates, renovations, etc. I want to be able to make adjustments so that the value would accurately reflect the condition of their home. Review collected by and hosted on G2.com.

In real estate, we wear a ton of different hats, and it can be a challenge to keep everything running smoothly. That’s where Lofty comes in—it helps me juggle all those roles without anything slipping through the cracks. The seamless integration with other platforms is a game-changer, syncing client info across the board so I’m always in the loop. With Lofty keeping me organized, I have more time to focus on what really matters—building great connections with my clients. Review collected by and hosted on G2.com.