Lizelle SeptemberVerified
Creative Director
Reps update it without being nagged
Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. A workflow builder a sales manager can drive unaided. That is the part that genuinely changed how we work. Nothing has come up in the last year that I would call a real problem. I would recommend it to a business of our size without hesitation.
What works
Built in telephony with automatic call logging and recording. Automation handles the follow up sequence reps used to forget. The mobile app works well enough for a rep between meetings.
What does not
The features we needed sat one tier above the one we were quoted.
