Wayne van der MerweVerified
Head of Revenue
Fine once we stopped trying to use everything
It is capable. Getting the team to use it consistently took much longer than the software took to set up. New reps productive within a morning. Beyond that it is more ordinary than the marketing suggests. It sits squarely in the middle for us, useful but not something I would champion. It is a reasonable choice, provided you know what it does not do.
What works
Strong mobile app for people working between meetings. Contact and deal management are solid.
What does not
Reporting is limited without moving up a tier. Support escalation is slow on technical issues.
Response from the vendor10 Jun 2026
We value the honest assessment. The bank feed reliability issue you mention has been addressed in a recent release, and we would encourage you to reconnect the affected accounts.
