Funnelmaker flexible CRM

Funnelmaker makes tracking CRM activities very easy and automated. It makes tracking emails between you and clients automatic and easy to look up. Customer support specifically rep is great!

Pros

How flexible it was to customize fields to capture data that you want to use.

Cons

Sometimes you have to hit an extra mouse click to drill down to more details on some information, but the Funnelmaker support is very willing to take suggestions and even makes changes based on this feedback when possible.

Office Manager

Funnel Maker has been such a huge asset to our company already in the short time we have been using them. [SENSITIVE CONTENT HIDDEN] and his team are absolutely amazing and are so friendly and willing to help with problems even beyond Funnel Maker. We have experiences some MAJOR changes and challenges in 2019 but Funnel Maker has given us unmatched peace of mind. God has definitely blessed us by allowing me to find such an amazing company to help us! Funnel Maker is a true blessing!

Pros

I can not decide what I like most about this software, but I will say that I love the fact that of all the products/software I looked at for our company, FUNNEL MAKER is above all the BEST available. They are able to do all that we needed and much more; but without being complex. User friendly, amazing customer support, and truly an asset to ANY company! Funnel Maker is a blessing to us!

Cons

I truly have NO complaints! From the start Funnel Maker has been amazing!

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.

Glad we changed from Salesforce to FunnelMaker

We love FunnelMaker. I would highly recommend it. The staff are great to work with. If I have a problem and they help me or fix it pretty quickly. We saved a lot of money by changing over from Salesforce to FunnelMaker.

Pros

This software is super easy to use. I did not have any experience in email marketing, and this software was very helpful in getting me emails out and tracking them. Software was easy to import from Salesforce. Click to dial for sales reps is a life saver. Lead scoring and tracking very helpful.

Cons

We were a Salesforce customer, and the biggest change we had to make was from client management to contact management. Which contact management is 100% the way to go. So it was little hard for us at first getting used to contact management, however, FunnelMaker helped us make the transition and adjust.

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.

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.

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.

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.

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.

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

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!

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.

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.

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.

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.

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!

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.

Great Tool For Quick Business Flyers

It is a great program with so many functions geared to support a sales team of any size. We are pleased with the overall results.

Pros

The best feature of Funnelmaker is the ability to easily create flyers. They provide an array of layout and styling options. It takes only moments!

Cons

Creating a group email list is a bit labor intensive. There are many steps. It would be helpful if it could work as a regular emailing platform that allows you to input multiple addresses at a time without creating separate contacts for each person.

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.

zero customer support

You will never miss a scheduled call-back (as long as the system is working correctly). Keeps track of all incoming/outgoing coorespondence (as long as the system is working correctly). The only people you can never reach is the ones responsible for the system working correctly. If the system goes down, take the day off.

Pros

beautiful, easy to see/set-up/use 'dashboard' home page. Honestly couldn't be better

Cons

their support system when you have an issue is not prompt, no sense of urgency, difficult to communicate with unless you are willing to write a friggin' book, send it in an e-mail and wait however long it may take to get a response. Very polite, very professional, but not customer accessable.

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.

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.

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.

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