I love that you can integrate activities and associate them with a contact or account while still working solely from within Outlook

There is a license fee for each user that can really add on to the cost of the CRM system itself

Easy to use with access anywhere I need to connect. Really happy with the product and the investment we have made.

The ease of use

I don't think that I have anything at this time.

SmartCloud was the first software solution we used when we opened our business. After using the system for a year, we determined that ot lacked features that we needed to efficiently run the office.

The billing module was not fully developed, I was told by a CSR that the module was an add on and that it was under development. Insurance payments had to be manually entered.

It's really smart. It can accurately parse out phrases when creating contacts from outlook to salesforce (eg. job title = ...). It also works really well as far as integrations go. It prompts my team to complete their data entry and ensure it's up to date

Their sales team is very pushy. Everyone on my team gets emails from them even when they're not responsible for sales or procurement

I have been looking at this tool among others for similar functionality. I have seen a demo and feel that it is a good competitor in the space.

There wasn't much we liked about this software.

It was hard to use, had to open to many windows for a simple task.

Using smart cloud is very helpful to work from a signal location on ur laptop instead of jingling between tabs.