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Ratings & Reviews

Overall Rating

4.73 / 5 (129)

4.36 / 5 (102)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.5 / 5

4.0 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

December 10, 2019

August 6, 2019

Pros/Cons

  • Pros

  • Great customer service and uncomplicated CRM with features that truly make an impact to every day sales performance.

  • I really like the ease of use and graphical interface. I also love that I'm able to dial straight from the platform and the templating system is fairly easy to use as well.

  • Cons

  • Although it's packed with value, it's still pricey compared to competitors. However, if you can do it, I still recommend it.

  • The desktop app is where it's all at, but I would appreciate a more fine-tuned web and mobile app considering what we pay and what other services offer.

  • Pros

  • The product is customizable and affordable. The customer service is prompt and thorough.

  • Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration

  • Cons

  • The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!

  • The only area we would like to see improved is Case handling. I think the software could be a little more intuitive and automated when is comes to customer communications.

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

2 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots