Nadia JoubertVerified
Digital Marketing Manager
Quoting from the CRM removed a whole handoff
We moved off a spreadsheet and the difference in forecast quality was immediate. A free tier good enough for a genuine trial. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. Two years in and nobody has suggested we look at alternatives.
What works
A workflow builder a sales manager can drive unaided. Email sync captures conversations without anyone copying anything. Quoting from the record removed a handoff to admin.
What does not
The features we needed sat one tier above the one we were quoted.
