Salesforce 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.

Out of the box, barebones Netsuite will probably work for exactly nobody. You will need some levels of add on modules or scripted customization to fit your business needs, and the costs can add up very quickly. it would be nice if some of this is better explained up fron or the pricing was made more transparent, but the results in many ways speak for themselves. Review collected by and hosted on G2.com.

Netsuite will help us streamline and consilidate our many departments digital platforms. Prior to implementation we relied heavily on manually inputted putside documents and mixmatched across departments with ineffective communication within those tools. We are working towards a single platform to handle and track everything from first lead to final invoice and all the operations inbetween. 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.

Lack of customization options in the dashboard can be a hassle for some users. All-in-all a great tool for all your business needs. Review collected by and hosted on G2.com.

I highly recommend using this business management platform. We were able to increase team collaboration and communication with its smart reporting and advanced analytics functionalities. Review collected by and hosted on G2.com.

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. Review collected by and hosted on G2.com.

The first setup took a lot of time and was a little complicated. But the support staff was really helpful, and as everything was set up, everything went without a hitch. As a result, it has a steep learning curve, but it is quite beneficial once you get the feel of it. Review collected by and hosted on G2.com.

I can concentrate on selling and fostering better relationships with customers because it removes the need for human updates and guarantees proper inventory levels. It has significantly increased the effectiveness of our sales process. Review collected by and hosted on G2.com.

Nothing for now. The app is great and user friendly. Review collected by and hosted on G2.com.

It helps integrate the tax engine with the ERP. 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.

I don't really have any dislikes about Sage Intacct. It is so user friendly and easy to train others on when needed. The fact that it does not let you make errors is #1. Review collected by and hosted on G2.com.

Sage Intacct is helping me solve issues with keeping track of vendors that are required to receive 1099's at year end. This is such a great benefit having everything all in one place! 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.

Our biggest issue with Fulcrum was during implementation - data coming from our old ERP to Fulcrum was a mess. Mainly at the fault of us since we didnt use our previous to the fullest extent so alot of information was missing / we just didnt have. This creates a mind numbing few weeks during implementation trying to get everything figured out or atleast close until you can start using the system to the fullest extent.

Alot of our other issues are based just how work flow / numbers are figured in Fulcrum. We were stuck in our ways from a previous system and making the adjustment to how we think about jobs had to change.

QB intergration works but it is a bit choppy at times, work orders work for a company that does the same thing over and over again for high mix like us it doesnt work the best. Review collected by and hosted on G2.com.

TIme on Jobs

Sales v Production Costs

Inventory

Tracking Lot Numbers 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.