Mission Suite Software

4.54 / 5 (48)

Our advisors have recommended this product 23 times in the last 30 days

About Mission Suite


Mission Suite is a cloud-based customer relationship management (CRM) platform for small to midsize businesses that helps automate day-to-day sales and marketing processes. The software enables teams to track sales pipelines, create a database of email marketing campaigns and use content, landing pages and social channels to find the right prospects.

Key features of Mission Suite include marketing automation, client communication management, email marketing, customer segmentation, lead generation and scoring. It allows businesses to focus on appointment booking and deal closures while it streamlines follow-up processes through automation.

Mission Suite’s CRM supports third-party applications such as Zapier, PieSync, QuickBooks, PandaDoc, RightSignature, PayPal, Authorize.net, BlueSnap and allows integration with custom application programming interfaces (APIs). The product is available on monthly subscriptions and extends support via phone and email.



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Supported Operating System(s):

Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

48 Reviews of Mission Suite

Average User Ratings

Overall

4.54 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(30)

4 stars

(15)

3 stars

(2)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 48 reviews

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March 2019

Carl from Forthright Technology Partners

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2019

Effective Marketing Automation Platform with Excellent Value

The Mission Suite was selected by our organization after evaluating several other marketing automation platforms because of its ability to: Offer great value for our investment; deliver all the key functionality we needed; provide excellent customer service. None of the other platforms were able to hit this combination as effectively. We’ve enjoyed great success using The Mission Suite as critical component of our go-to-market efforts.

Pros

The Mission Suite provides all of the key functionality a mid-sized organization requires to deploy, monitor, and manage marketing/demand generation campaigns.

It enables our small marketing team to accomplish more by centralizing our outreach to one platform - we can send emails, track event registrations, offer "free" downloads, etc, to our target prospects and while tracking effectiveness.

The built in CRM also provide the necessary functionality for our sales executives to quickly access target information, log activities, and see "hot" prospects.

Customer service is excellent - The Mission Suite team is always very responsive to any inquires and we're almost always speaking to someone who is highly knowledgeable about the system.

Cons

As a long-time customer (2+ years), we’ve seen the platform evolve and improve, but the user interface can take some learning. It’s functional, but not always intuitive.

From a pure UX perspective, it’s not the most attractive or elegant of interfaces – which is a bit of a superficial criticism, but the reality is that many “creatives” are not technology experts and we’ve learned that it take a bit of time to not feel overwhelmed with learning the system.

While The Mission Suite provide a generally complete set of the “essentials” – we’d like to see it continue to add tools around emerging marketing techniques – like increasing it’s ability to utilize social media and facilitate ABM. There are some rudimentary component here, so we expect to see more in this area.

February 2019

Charissa from Liberty Communications

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Best Automated CRM for the money

This is an amazingly powerful CRM, the ability you have to customize, automate and create reports is beyond compare. I’ve looked at what others are doing with other CRM software and I haven’t seen anything like it. I may have listed a lot of cons, but this is going to be with any CRM software. The more tools you have, the more opportunities there are to nitpick. Where other CRMs are allowing outside developers to integrate with them, Mission Suite has built this all into one package at an incredibly reasonable price. On top of that I don’t think you can find some of their tools, especially with the level of automation, with anything else out there.

Pros

The ability to customize, automate and track everything you do in this is fantastic. It is the best CRM I have used. I have completely automated our onboarding process from signature, to technician and then to the account management team. This notifies each person when it’s there turn to add a touch to the CRM entry and at the end it follows up with a survey to the client and a regularly scheduled QBR. The account manager receives an email when the QBR rolls around and the client can as well.
The visual tracking of opportunities from lead to signature makes this invaluable. Then you can run reports on this.
There are so many nooks and crannies it can take you a long time to take advantage of it all, but they do provide in depth setup at an additional cost. Or you could be like myself and dive into.

Cons

Some of the integration is lacking. It is available since we have access to an API, but requires development. It does have a range of Zapier plugins, but I’d like to see even more integrations. Sometimes it can be a challenge to add an integration, where another CRM like Zendesk or Salesforce you can just double click and start taking advantage of new tools.
If you have a large database, this can get pricey since it’s charged per team member.
A limited ability to modify what you add in the new contact window. Once they are added you can go in and edit this, but it could speed the process up if this was editable.
Some of the more complex automations had hiccups which needed help on the developer level to fix. That being said, the support has been amazing and quick to fix issues or provide upgrades.
Automations could use more organization. If you have a lot, they start to get buried in a long list.
The widgets in the dashboard are limited, so you can’t track certain custom reports.

February 2019

Will from SalesPartners Florida

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

The Best Value in CRM/Marketing Software

Most of all, customer support is fast, efficient, and personalized. I am exceptionally happy with it's functionalities, and eager to incorporate more of them, and continue to use the system in growing my business. I refer Mission Suite on a regular basis.

Pros

I love the fact that Mission Suite has practically everything I need to run my business in one spot. I still use some other programs, like Quickbooks for accounting, but I got rid of email subscriptions, booking calendars, etc.
I also love the fact that it is priced on the size of the list, and not by users. This means I can create accounts for each of my clients as well as team members. It also encourages me not to keep a random list of inactive email addresses.

Cons

I tell folks that Mission Suite is Jack of All trades and an Ace of none (Unless you have a membership organization with different roles/chapters/etc. It is the best for that). Realistically, are there more robust booking calendars, more user friendly email systems, and integratable CRMs - yes. But not THAT much better for the ridiculous amount they charge you (per user), and then you're dealing with multiple systems, vendors, and payments. Not worth the hassle, and Mission Suite works great.

February 2019

Katie from World Trade Center Denver

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

I never thought I would love a CRM.

The biggest benefit I find with using Mission Suite is the support I receive from Ian. I can easily book a training with him to learn more about the features, and he responds to my emails within a few hours. The customer service I receive from Mission Suite is one of the best. The automation aspect of Mission Suite is by far the best feature the software has to offer. I never thought I would say that I love a CRM, but I do love using Mission Suite.

Pros

The software is intuitive. When I was trained on Mission Suite the first day of my position, I found it easy to use and did not have to refer to my notes much past a day or two. There are also "help" tools available on the pages that give specific instructions to achieve the task you intended. In addition, I appreciate the automation of the software. Once you set up a workflow within the system, everything happens for you so that is one less worry as you go through your day to day tasks. Scheduling events, sending emails for various reasons, assigning tasks to my colleagues, and getting notifications to complete a task all become easier because of the automation. Furthermore, as we help members with projects, we are able to track the progress of the project within Mission Suite. Finally, the search and filtering feature makes my life easier as I am able to find a group of people within one or two clicks.

Cons

The only thing I have found not to be automated is that when I have a company renew their membership, I have to go in to each company member's profile to change the renewal date.

March 2019

Jesse from Swisstrax Corporation

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2019

Satisfied Customer

Experience has been great as it prompts the staff to stay on task being we are in a sales related business. The Mission Suite easily payed for itself within the first month or two!

Pros

The price and ease of the software is great. Not as robust as many out there which is great for a small company like ours.

Cons

There seems to be a lot of redundancy within the opportunities and activities. It could be even that much more simple which would make this CRM wonderful.

Response from Mission Suite of Mission Suite

Replied March 2019

Thanks for the review Jesse! As far as the redundancies between opportunities and activities, it sounds like that's a challenge based on the original setup of your account. It might be worth connecting with us to do a full review of the way you're account is set up and see if we can streamline it a bit more!

February 2019

Mark from Elite Electronics

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

I've evaluated LOTS of software, chose this one, and so should you!

I have been able to speed my contact with my clients, stay in front of them more consistently and segregate them for differing marketing initiatives.

Pros

This software is amazingly fluid. I have evaluated CRM software for my business for approximately the last 3 years. I have broken every single one I have ever tried. Short of spending hundreds of thousands on a completely custom system, Mission Suite was by far and away the best. I investigated the 1000lb gorillas in the software world, and they fell short. Mission Suite integrates with other software systems, but it also does what it takes 3-4-5-6 other systems to accomplish.

Cons

I have a very unique situation for my business that requires a lot of work around. This is NOT a problem with Mission Suite, it required lots of learning and customization on the part of Mission Suite and they handled it like a champ. More integration with other software platforms would be amazing.

February 2019

Derrol from BMA Colorado

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Best Damn CRM for the Money

Mission Suite allowed us to combine 6 separate platforms into one. Its ease of use combined with its power is unparalleled.

Pros

Full functionality from data base, to lead scoring, to email, to drip campaigns, to invoicing, to project management and so much more. I can't even use all of its functionality, but I am sure trying. I am not a tech person so it can't be difficult to use. And while there are some times that I need a little training, once I get it, we are good to roll.

Cons

Not much to dislike. There are occasional updates to the software that I don't know about (although I probably miss the announcements) and every once in a while I have to log out and back in to fix a glitch, but nothing at all that would keep me from using this software platform.

March 2019

Jenn from SPHERE Education

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

March 2019

Mission Suite - Great CRM with Customization

Mission Suite allows me to have a CRM that does just about everything I need, while being easy to use and customizable.

Pros

I love the base of the software, and the ability to adapt it to my needs are incredible. It is fairly easy to use, and intuitive. New employees and interns have been able to pick it up fairly quickly.

Cons

The email saving and making a template are sometimes frustrating if you need to make a quick change, but they are great for email layouts and I love that I can have dozens of different emails with fill in functions.

March 2019

Philip from Worthman Training

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

Mission Suite

Mission Suite has provided for me a platform that allows me functionality to capture contact data, respond quickly to those prospects and follow up with them. It also allows me functionally to communicate to my contacts through email and newsletters - it helps me stay in contact with my prospects and clients.

Pros

I am not a software guy - not big on technology - Mission Suite gives me the functionality I need to grow and drive my business. A representative is there when I have questions or run into a technical issue. I am really please with the functionality Mission Suite offers and I can't wait to learn more and dive deeper into the functionality!

Cons

I really like the software, it is user friendly and has so much functionality - I have to say it does get intimidating at times with so much functionality but Ian is there to walk you through it!

March 2019

Kim from Little Bit Cleaning LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

Great CRM for my business!

Pros

I love the customization of this CRM for my company. In getting a CRM, I needed functionality as well as affordability for my business and an opportunity for it to grow with us. I have been a customer for 3 years now and I can say, Mission Suite provides all three of these needs. The best part of this software is the customer response from Ian to help answer questions and training for me and my manager.

Cons

I am not very "tech savvy" so my learning curve is high with any CRM. The hardest part for me is understanding the ins/outs of workflow and such within the system, but I can't critique the system for that. Its a "user-error" issue for me.

We have had some glitches that we couldn't tell if it was our server or the software server, but we have had a quick response to sort through that in the past.

March 2019