Neo ReddyVerified
Digital Marketing Manager
Good CRM, poor reporting for the price
Fine product, and the dollar billing makes the budget conversation annoying. Offline capable mobile app for reps between towns. 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
Offline capable mobile app for reps between towns. Contact and deal management are solid.
What does not
There is no local accounting integration without Zapier. Support escalation is slow on technical issues.
Response from the vendor03 Aug 2024
Thank you for the review. We are glad the compliance side is working well for you. On the reporting point, we would like to show you what is possible with the custom report builder, so please book a session with our team.
