Sales Force Automation 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.

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.

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.

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.

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.

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.

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.

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.

The mobile app could use some improvement in terms of functionality. Sometimes, I find myself limited when trying to manage workflows on the go, and a more comprehensive mobile interface would be a great addition. Review collected by and hosted on G2.com.

EngageBay helps me streamline my marketing efforts by integrating email marketing, CRM, and automation into a single platform. This saves me both time and money, as I no longer need multiple tools for different tasks. It’s helping me stay organized, nurture leads more effectively, and improve customer engagement, which has led to better conversions and overall growth in my business. The all-in-one suite also simplifies workflow automation, making my marketing efforts more efficient and scalable. 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.

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.

I don't see any downsides working with LocaliQ. Review collected by and hosted on G2.com.

Making sure our dollars go as far as possible. Review collected by and hosted on G2.com.

What I like least about Nutshell is the feeling that current customers do not get as much priority as they did before they were customers. Getting a call with someone in Sales is impossible if you're already a customer. Also simply talking to someone about challanges with the system is difficult too. I understand that digital channels (email or chat) are less expensive but as a customer, I don't want to be managed down to most lowcost methods of providing service to me as an existing customer. It's kinda like dating versus marriage. You can win me as we date but you have to continue to date me during the marriage if you want it to last. Review collected by and hosted on G2.com.

Nutshell is helping cetralize key components of growing a business. Independently maintaining people, leads, emails, pipelines, etc is one thing. Getting these components to talk to each other an steamline a connected experience for your business is where Nutshell's secret sauce exists. Review collected by and hosted on G2.com.

There are no downsides that adversely affect Vobesoft's user experience Review collected by and hosted on G2.com.

Linking data from different sources gives an insight that was not possible with other software. Review collected by and hosted on G2.com.