A world beating CRM

The i-complete CRM has changed the way I run my company. It is not only extremely simple to use, it is fast, efficient and saves a fortune on telephone costs, staff time and work load. You can simply achieve more with the same staff. The way we use it has increased the performance of our sales staff by 100%, and the flexibility of the system allows you to keep in touch with what is happening in your company where ever you are, even on holiday abroad.

Pros

VOIP means all documents are stored safely on cloud and you have access whenever or wherever you want. Call recording means you never miss a call and can always check what you said to someone or what was said to you. Automated individual emails save massive amounts of time. No other CRM has voice recording integration. No other CRM has missed call forwarding or ansaphone. No other CRM has tagging (client identity and rating system) Loads more feature included. Very inexpensive and easy customisation.

Cons

Lacks notification for incoming emails, but then no other CRM has that either

small business CRM system that ticks most of the boxes required by a small business

We have been using iComplete for 4 years now, and it was a huge improvement on the excel spreadsheet we used to use! It is very affordable, super easy to use and their help desk answers emails (and the phone) rapidly, so if you do have any problems you they are quickly resolved. If you use marketing e-shots they can be sent from the system by various tags eg customers, bloggers, packaging suppliers etc. It also keeps a record of all emails sent by producing a unique code for every person in the database, which makes finding old emails pretty quick. The task function sets you up reminders and percentage of completion rather than having a desk covered in post its. Would definitely recommend this for any small business and we are still very happy with it despite having grown to over £1m revenues

Pros

web based, easy to use, great customer service based in UK

Cons

e-marketing templates a little clumsy, database segmentation based on tag search could be more flexible, would be useful to have off line version on local hard drive for travelling

Not impressed

Not impressed. Pipeline management - once subscribed you are told there is a £200 fee to set this up Auto feed response from website - you have to completely redesign your web form to fit icomplete - not easy as its made out and they charge you £99 for the pleasure. Yes you can store your contacts in the same way you can in access, Yes you can set tasks and reminders the same way you can in outlook, if you sign up to voip you can call straight from the solution - a nice to have not a necessity. Initial training was an hour of my life I will never get back eventually told to watch the tutorial videos that I got more from. Nice company to deal with? Not really. Clare's great the others just wind me up the wrong way once onboard they just want to sell extras to you quite annoying.

Better Connected

Contact with the team is excellent, any questions are quickly resolved and as we have evolved iComplete has adapted to support our individual needs. I have recommended iComplete to others and they have never ever complained so I have been confident and will remain confident to continue to recommend.

Pros

Client contact record all in one place

Icomplete CRM Voip combined system

This system has taken out our previous server based system and gives us 100% more functionality and speed coupled with the regulatory requirement we need for the FCA. With a customized process flow, connected website and automated marketing feature the icomplete system is revolutionary to the business and allows us to expand easily. We can't imagine life without it and the phone link up means that we go directly to file on screen pop ups, very impressive. A full list of every customer contact and recorded calls!

Pros

Easy to use, top end functionality without the cost. the telephony link up is great.

Cons

Cloud based so reliant on internet connection which fortunately these days is very good.