GleanView Software


 

GleanView is a customer relationship management (CRM) solution suitable for small and midsize businesses. It combines account management, email and digital marketing and analytics features into a cloud-based platform and also offers predictive lead scoring.

GleanView’s predictive lead scoring uses the information in users' CRM databases and augments that data with information pulled from the web and third-party sources. Leads are tracked based on successful conversions, and new leads are compared to existing profiles to predict potential conversions. As more leads are tracked, predictions become more accurate.

Analytics features include tools for sales, marketing, predictive scoring and anonymous visitor identification. Other marketing features include configurable automated email campaigns, surveys and customer re-engagement tools. Users can configure emails and customer landing pages with a drag-and-drop builder.

Pricing is per contact per month. 

 

GleanView - Account overview
 
  • GleanView - Account overview
    Account overview
  • GleanView - Calendar
    Calendar
  • GleanView - Lead history
    Lead history
  • GleanView - Marketing workflow
    Marketing workflow
  • GleanView - Sales dashboard
    Sales dashboard
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

5 Reviews of GleanView

Showing 1-5 of 5

 

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Melissa from Liberty Investment Properties

April 2018

April 2018

Great software and fun to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
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Pros

Love the functionality of the software and the ability to integrate both marketing and CRM features in one place.

Cons

Ultimately not cost-effective for a small company like ours but maybe in the long run it could make more sense.

Review Source: Capterra
 

Jynna from National Playground Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Gleanview has been an excellent tool to help keep my active projects organized in one place.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Project organization

Pros

The option to customize the search fields for specific projects and or customers is the most helpful feature for my specific needs

Cons

I wish there was an option to save your preferred search options so you didn't have to re-filter them each time you refreshed the page after an update or logging out.

Review Source: Capterra
 

Marc from APC Brands, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Outstanding Service and Value - Complete Customer Relationship Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
Value
Support

We are saving a ton of money and getting a better product and service that we had with our previous CRM.

Pros

We switched from a competing CRM to GleanView and ended up saving alot per year without losing any functionality. The service has been top notch and has gone above and beyond to accommodate our needs. The team at GleanView has been able to really customize the integrations to match our sales and marketing process, and we now have a full solution that manages our customers and prospects from lead to repeat order.

Review Source: Capterra
 

Brenda from Belson Outdoors, LLC.
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

All of our customer interactions in one place

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

GleanView is integrated with our online shopping cart, and all of our online orders/web quotes flow directly from our website into GleanView. These transactions are then routed to our sales and customer service team members using custom assignment rules, which were very easy to set up in GleanView. Web quotes are automatically entered as sales opportunities and assigned to sales and are tracked as pipeline.

I like the fact that all of our customer interactions are tracked in one central place that can be accessible anytime and from anyplace by all of our team. Every online order, offline order, phone call, web visit, and email for every single one of our accounts is tracked in one place. I also like the fact that GleanView is very customizable and was able match our workflow.

There were a few things along the way (some minor bugs and enhancements). The GleanView team has been great about fixing things like that quickly.

The integration capability really sold us. Being able to integrate all of our major systems ¿ phone, email, shopping cart, and website ¿ has really helped us understand our customers and their needs better.

We had a fairly manual process of lead and order follow up previously that relied on manual data entry and used several different systems. We wanted something that could put all of our customer data and interactions in one central place. We were able to reduce the administration and manual entry time of our team significantly, which allows them to focus more on following up with our customers.

Review Source: Capterra
 

Ingrid from BYO Recreation

February 2017

February 2017

Gleanview keeps me organized!

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
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Support

I am usually going in between a ton of leads and opportunities at the same time. I can' t imagine being able to do that without the organization and clean interface that Gleanview provides. I can very easily with the click of a mouse see all of my contacts history and all my emails and phone calls are automatically saved. I maneuver through my open accounts and new business leads very easily and can manage my next steps in a very organized manner. This ensures I move things through the pipeline more efficiently which equates to more sales.

Review Source: Capterra