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Ratings & Reviews

Overall Rating

4.30 / 5 (197)

4.10 / 5 (252)

Ease-of-Use

4.5 / 5

3.5 / 5

Value for Money

4.5 / 5

3.5 / 5

Customer Support

4.5 / 5

3.5 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

March 12, 2020

March 23, 2020

Pros/Cons

  • Pros

  • I love the user friendly interface and the ease of use. It allows me to see any updates regarding clients and allow my coworkers to stay up to date on tasks and important information.

  • Good value for cost per user. Like the web-based format and the customization options.

  • Cons

  • upgrades are a challenge, but they get solved thanks to the PROS listed above.

  • Had problems utilizing the marketing module, but was informed by customer service how to use it correctly

  • Pros

  • This platform is excellent for email marketing. It does a great job at keeping your email content organized and easy to find.

  • This is a great tool to really increase you client communications. The marketing tool provided by Salesforce is one that I really enjoy

  • Cons

  • back-end can be complex; expensive for small scale businesses; can be time-consuming to learn to use

  • One thing i do recommend is to really spend time on the setup process if not the product will not be as enjoyable to use as it could be if done right. Other than that the software is superb.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots