FunnelMaker Sales Software


FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management.

FunnelMaker offers a pipeline management feature to help sales professionals track prospects and capture data related to client’s activities. Users can also access call transcriptions by using the dashboard. It offers built-in IMAP email integration and analytics capabilities that allows users to send automated emails using design templates and email builder functionalities.

FunnelMaker offers a predictive analytics feature that helps users to evaluate campaign performance by analyzing customer actions, such as number of emails open, page visits and purchases. The solution also enables users to set role-based access permissions for data and information.

Other features include invoices and payments, project management and document signature. FunnelMaker supports integration with Quickbooks, Salesforce, Wordpress and Magento. Services are offered on a monthly subscription basis which includes support via email and by raising an online ticket.



19 Reviews of FunnelMaker Sales

Overall rating

4.5 / 5 stars

Showing 1 - 19 of 19 reviews

October 2018

Michael from Millwrights4hire

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Best investment business as purchased

My salesforce gave me a lot of push back at first but with 5-6 weeks each of them have come into my office and have told me what a great find this system is to them. They are all over follow up calls now and love how it organizes their daily task.

Pros

How simple the software is to operate and navigate.

Cons

As of right now I really don’t have any cons

September 2018

Donna from Independent

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Functionality

5 of 5

September 2018

Smart choice for small businesses

Pros

Love the ability to connect business contacts (customers, prospects, partners) with a full spectrum of communication channels. I can set up email campaigns or newsletters, then go to a specific contact and find out which emails they have received... and which ones they opened! I can find out whether they clicked a certain link and be ready to contact them for follow up. When I make a phone call, it's tracked against the contact record so I know exactly what the communications have been. I can even send out surveys. It's basically a one-stop shop for all my communication needs.

Cons

I wish the interface was slightly smoother.

August 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

August 2018

It does Everything, and MORE!

Pros

With only one monthly fee for unlimited users and group creation, tons of automated features (workflows, email drip campaigns, event creation/execution (including payment acceptance), storefront/website creation this is a no-brainer! At first we were just using it for contact management but over the last 5+years FunnelMaker has become our most valuable "employee!" We are a non profit with a small staff, yet FunnelMaker enables us to keep up with many clients, benefactors and community partners.

Cons

It is easy to use but if your staff is largely volunteer it may take a while to get folks onboard with the vast abilities of FunnelMaker. Some facets look easier when demonstrated and take a little hands-on before becoming proficient.

August 2018

Terry from AOS

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Great Customer Service

Our company has open territories so this is important for us to monitor .

Pros

Any new program a company decides on will take time to get their sales team on board. the support is great with funnel maker. They respond quickly & are willing to help us all the time.

Cons

We do not have any cons regarding funnel maker.

June 2018

MICHELLE from Safeguard Printing & Promotions

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

2 of 5

June 2018

in learning how to use Funnelmaker it seemed to have to enter the same information in multiple times

The benefits I got from using this software is sharing important information on customer's orders with co workers that are states away.

Pros

What i like most about this software is that I can keep helpful information in and do not have to worry where you placed it or losing it.

Cons

repetitive and seems that most of functions are not user friendly. also notes in customers accounts needs to be at the top and not all the latest e-blast the customer received. i need customer info in notes is most important so it should be separate and not together.

Response from Funnelmaker of FunnelMaker

Replied September 2018

Michelle Thank you so much for your input as we take each and every comment seriously. Possibly you haven't seen the "guide me" clickable helper that literally will guide you through hundreds of tasks. Also we do have 24/7 email support to assist you anytime. We welcome the opportunity to assist you in any way. If you could email us at support@funnelmaker.com we will someone reach out asap! Again thank you!

June 2018

John from Automated Office Systems

Review Source: Capterra


Ease-of-use

1 of 5

Value for money

4 of 5

Customer support

2 of 5

Functionality

4 of 5

June 2018

I like what Funnelmaker does for me in providing follow-up reminders.

Pros

It reminds me of needed follow-up and doesn't go away until I hit completed. It allows me to have all the contact information and current status of each customer and is accessible not only on my computer, but also my phone.

Cons

It is not overly user friendly. For me, the quickest way to go to an existing account is through the "company" tab. Once there, I can't: complete a task; set an activity with the calendar; or edit/add contacts.

Response from Funnelmaker of FunnelMaker

Replied September 2018

It should be noted that in this case FunnelMaker was recommended to John's company by a 3rd party consulting firm and simply did not provide initial training and onboarding. You may Notice an additional comment by the owner of John's company sharing that once we were made aware that they were not using that consulting firm any longer, FunnelMaker marketing support team has made believers out of their sales leader and team!!

June 2018

Kayla from Safeguard

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

4 of 5

June 2018

Funnel Maker helps me keep track of my activities. If I didn't use this I wouldn't some remarks.

I can keep track of my customers orders, remarks, and issues with the system very easily.

Pros

I like that it keeps everything on the date it happened so if I need to go back and look at a certain activity, then I do that very easily.

Cons

Sometimes the system freezes and it takes a while to get started again. Most days the system is very slow.

Response from Funnelmaker of FunnelMaker

Replied September 2018

Kayla, Thank you for comments. We take things like system delivery and functionality very seriously and as you might imagine, any issue surrounding system performance would be rectified within minutes so may I suggest a screen sharing appointment where we could possibly help you get to the bottom of the issue! We can test your internet speed and your computer's cache memory and hopefully help solve the issue. Those are typical culprits for slowing cloud based solutions. Please let us know we are ready to help!

June 2018

Kim from Arlington Baptist University

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

June 2018

I really like the ease of Funnelmaker. It is, for the most part, very user friendly.

Pros

The general usability. The different creative ways to use it. The different functions of Funnelmaker are easy and user friendly. Used the event set up for the first time and it was easy to navigate. Great customer support if I have questions.

Cons

I wish it had a way to attach a document. There are times when I send out emails to our students and it would be much easier to attach a document for them to view. ie: class schedules, calendars, etc.

June 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

June 2018

Easy to use, easy to navigate, and keeps up with everything so that I don't have to. Nice!

Pros

The color scheme is well contrasted, everything stands out and nothing blends in to the background to be forgotten. Very well designed.

Cons


There's no option to add a new contact from the Expanded Dashboard. I'd like to be able to not have to go back to another page to have to reload my contacts list.

Response from Funnelmaker of FunnelMaker

Replied June 2018

Hello, Thank you for your review. Based on your comment, our developers added the option to add contacts through the "Expanded Dashboard". If you refresh your screen/tab, you should now see that option on the right hand side, under Welcome. Thanks and have a great day!

June 2018

ARIEL from SAFEGUARD

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

GREAT WAY TO KEEP TRACK OF THINGS

KEEP TRACK OF CONVERSATIONS, EMAILS AND OTHER INTERACTION WITH CUSTOMERS.

Pros

OUR CUSTOMER'S LIKE WHEN I REFER BACK TO PREVIOUS CONVERSATIONS, THEY FEEL MORE VALUED. EASY TO USE. GREAT WAY TO KEEP TRACK OF THINGS.

Cons

SOMETIMES IT TAKES A MINUTE TO LOAD BUT OTHER THAN THAT... I LIKE IT 100%. I HAVEN'T HAD MANY ISSUES WITH FUNNELMAKER.

Response from Funnelmaker of FunnelMaker

Replied June 2018

Thank you for your review!! Would it be possible for you to please tell me specifically where you are working or which screen you are opening that is not loading in a timely manner? This way, we can check that in order to get a resolution for you. Thanks

June 2018

Michelle from Safeguard Forms & Systems

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

June 2018

I like funnel maker because it is user friendly!

Funnel Maker is a way to track the activities I do on a day to day basis. Also, it allows me to schedule reminders to go back and follow up with customers about certain things.

Pros

I like Funnel Maker, because it is an easy way to keep track of notes about customers. I like the way you are able to schedule follow ups to remind yourself to go back and check on a customer.

Cons

Funnel Maker has a tendency to lock up, or run very slow. When Funnel Maker locks up it can be very time consuming especially if you are on the phone with a customer.

Response from Funnelmaker of FunnelMaker

Replied September 2018

Thank you we're so glad you love the way FunnelMaker schedules your activity! On the locking up comment, It is quite possible that your cache memory is full and thus causing the slow down or computer failure. We would love to review your computer's performance on a screen share and possibly we could help you get to the bottom of why this is happening to you. Contact support@funnelmaker.com they're there 24/7 and lets find out why you experience slow performance. Thanks Again!!

June 2018

Charity from Safeguard

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

4 of 5

June 2018

Excellent source to keep my work schedule in order and reference prior contact with clients.

More organized & efficient work day.

Pros

The layout for creating new activity. It works well and I like the activity choices available. I also like the daily listings of my upcoming follow-up appointments under "Events for Today". I especially like that the telephone number is included. That way, at a glance, I can see what area codes the customers are & which I should call first.

Cons

I don't like that I cannot block myself from making appointments on certain days of the week. If I know I have a day off work coming up, I have to keep reminding myself not to make appointments on that day. It would be helpful if I could block an upcoming vacation day or the weekend from accepting appointments.

May 2018

Bob from Automated Office Systems

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

May 2018

Overall it is good. It is very easy to get started and use.

Pros

I like the reminders and the ease of putting customers information in. It is easy to input the follow-up information. The other things that is very effective is the forecasting. I found this very useful in trying to see what my potential sales are, plus the sales I have already conducted.

Cons

So far, the person who we originally worked with to learn the software has not been responsive with questions or problems. There have been some things we needed tweaked and he does not respond . Also, would like to see the software interact with my calendar. Not sure how to do that. I am sure the issues we have had would be simple to fix if the trainer would get back to us.

Response from Funnelmaker of FunnelMaker

Replied September 2018

Bob, we're so glad you are able to drive an effective and accurate forecast using FunnelMaker!! You may not have been aware that you were introduced to FunnelMaker by an outside 3rd party consultant that is not associated with FunnelMaker and since that moment when we learned of your training issues we have held multiple training sessions. So many that your Owner has very positive comments in this review area! Thank you and don't hesitate to call on us for help!

May 2018

Amanda from G & A Marketing, INC

Review Source: Capterra


Ease-of-use

1 of 5

Value for money

3 of 5

Customer support

2 of 5

Functionality

4 of 5

May 2018

There are a lot of great features that are useful, it does run slow but overall does the job.

Pros

I like the "click to dial" function the best. It's extremely helpful to be able to record conversations and play them back at a later time. It also gives us the ability to achieve a productive conversation without the fear of forgetting important information.

Cons

The software runs slow, are unable to "minimize" the screen which is hard when you are used to working with split screens. Also, when our data was merged from Sales Force it was not inputting into FunnelMaker correctly and were told that since the formats were different it would never merge exactly. This created a HUGE problem for us and left a TON of contacts without any corresponding contact information.

Response from Funnelmaker of FunnelMaker

Replied September 2018

Amanda, thank you for the compliments and we're glad you love the click to dial feature - yes its a GREAT tool for business. I checked with the integration team and we did find that data you got from your previous CRM was in 5 pieces and disparate when you received it from their system. That was four years or more ago and we don't see any communication from your side mentioning this problem. May i share we do have a 24/7 FREE support channel and you can always reach out to support@funnelmaker.com for assistance.

May 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

1 of 5

Functionality

4 of 5

May 2018

Good product for a company of our size.

Pros

Click to dial is a useful tool to help coach salespeople, integrates email marketing into our CRM records, trackability

Cons

Customer support needs to be more helpful, problem-solving could be better, seems to operate slowly at times

Response from Funnelmaker of FunnelMaker

Replied September 2018

We love Feedback! Feedback is the key to improvement. We reached out to this user and found out as a new hire at their company that they were never instructed by their HR that FunnelMaker has FREE 24/7 user support. We're always here and ready to help! Just call on us!

May 2018

KIMBERLY from SAFEGUARD FORMS & SYSTEMS, INC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

1 of 5

Functionality

3 of 5

May 2018

My biggest issue is when you pull an account to see the notes, you have to scroll to find the notes.

If there is a problem, we can go back and see the notes for the account or the customer we spoke to.

Pros

You can see what issues the customer was having from previous orders. You can keep track of everything

Cons

We send out eblast to our customers. These e blast should be below the customer notes. Sometimes you are scrolling so long to find them, it feels like a waste of time.

Response from Funnelmaker of FunnelMaker

Replied September 2018

KIm, Thank you so much for your communication, I noticed that customer service is an area you may not be using. At FunnelMaker were the only CRM/Marketing Automation company that offers FREE 24/7 email support (down to the user), so please don't let a single issue go by without reaching out, we here!!! Email us at support@funnelmaker.com any time you have a need and we'll be glad to help!! Anytime!

May 2018

Tim from Safeguard Business Forms

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

Always easy to use and very functional.

Make reminders to call back or e-mail and check customers needs and requests very easy to keep up with.

Pros

Keep up with my notes on customers and orders. It makes it easy to look at past notes and e-mails I have sent.

Cons

I would like to see just my notes about call and e-mails I have made and not all the other sent e-mail sent by others.

Response from Funnelmaker of FunnelMaker

Replied September 2018

Tim, Thank you so much for your positive comments about FunnelMaker!! I believe we can help you on filtering what you want to see in any record! There is a filter list at the top of every record on the contact history view. Just check conversations and that will eliminate all of the other items you don't want to see!! Happy FunnelMaking!!

April 2018

Mar from Central KY Pregnancy Support Center, Inc.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Our non profit has used FunnelMaker for three years. It gives our small team a big outreach.

Pros

The ease of use of this product and the multiple tools contained therein make it a boost to our organization and is a bargain for our budget.

Cons

There are so many features it's hard to master them all. Some we use infrequently. While this isn't a true com we had to list something!

February 2018

Michelle from Echo & Echo & LLC

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

Affordable, Great Integrations, Unlimited Users

Pros

Has everything the big CRM's have at a lower price-point except recognition. Great for a growing organization and full-scale marketing integration. Has amazing transcription software for sales calls.

Cons

I think they should offer better tutorials for all the systems they provide. Support is great, but we still haven't implemented all the tools we have at our disposal with FunnelMaker. Slack integration would be nice too!

Response from Funnelmaker of FunnelMaker

Replied September 2018

Michelle - Thanks for the input - as you can imagine we're ever evolving and improving every feature of FunnelMaker. Since your comment we've added "GUIDE ME" instruction which guide your every click as well as inside you'll now find some 30 to 40 videos that deliver step by step instruction. FunnelMaker is one of the only CRM Marketing Automation tools on the market offering 24/7 support down to the user. Call on us anytime - we're here to help!!