Excellent experience dealing directly with karmaCRM folks who really listen to their clients and are honest about status of changes and upgrades. Refreshing in the software industry

Its excellent features and reasonable pricing.

Literally nothing - the software is excellent and does the job.

I've been in sales 35 years. I've used Reynolds and Reynolds CRM's, MWA whom I'm with has a great CRM and I've tried others. In sales, we know a CRM is only as good as the amount we use it. This one is VERY user friendly. It allows me to update efficiently and effectively. It gives me the information I need right away and keeps ALL my contacts within my reach.

Quick entry of day's touches, Quick scheduling of future events, Printable task list (which incl 'overdue' scheduled events), Great app, which lets me search for contacts, and with two taps dial directly, Before entering a business, searching company on app lists ALL contacts I've made prior within company (valuable reminder), Good search engine to bring up contacts when only a 'hint' of reference is known, Very responsive tech and customer service staff, Reasonable price too (based on user numbers).

Since I take the printed Task list with me in travels, I wish the printed list would allow 'phone numbers' to print with each task, as it would save me time. There are times when I'm away from WiFi.

We have been using the product for over 8 years. There have been improvements but there still needs to be many more improvement. We have not moved because we now have so much data in KarmaCRM. My review would be much different if the customer support and customer service were better.

There are several features that help you track customer interactions, follow leads and manage task with a team. You can create task and give them due dates. You can look at all your customers at a glance and export reports.

There is very little support. Response times are slow. When a feature is broken, it NEVER gets fixed. They are always doing improvements and updates, but the original problems never get addressed. The support team seems very small and customers get left trying to figure things out on their own. Templates and forms, that would be a great tool, simply don't work. When creating a customer, then a deal for the customer, the contact info does not copy over. You have to input info in every field. The mobile app gives very little info and you are unable to look at your calendar or retrieve contact's info quickly.

Insightly is a great little app, but KarmaCRM has all of insightly’s best features – and a lot more. For example, If you want to create a non-sales process of things that need to happen after a new customer signs up…or a production template of standard tasks to be done by different users before your company can deliver the goods, insightly can’t do that. With karmaCRM, you can easily create task templates for more or less anything. That means you can systematise almost every area of your business, and make sure that nothing falls through the cracks. For me, KarmaCRM’s next best feature after task process templates is its Dashboard. Basically, you can create a “home page” of multiple “widgets” , each of which can be set to display whatever information you need to see. For example, All tasks of “type” due “this week”. Or All "Prospects" in “California” who haven’t been contacted since "date”. Each user can easily customize their own personal dashboard to show not one, but multiple, subsets of information that they need to do their jobs. Not only is that difficult or impossible to do in other CRMs, it also gives your users a sense of control over how they do their jobs, (instead of just being told what to do today). They can customize their personal Dashboard to show only the information they need to see, the way they want to see it. At the same time, you can hide what they don’t need to see.

KarmaCRM's mobile app isn’t great, but then you can’t expect to run a sophisticated CRM like this from a phone. The mobile app is just a way to access the information from the road.

Our organization - we are non-profit Consumer Advocates selected karmaCRM after an extensive search for a CRM product that would meet our needs, be easy to use, easy to adapt, had solid customer service and met our budget. Our organization was featured on a major US Network and our clients and inquiries nearly tripled over night. Our search was nearly done when the national exposure happened. We were strongly leaning toward karmaCRM and decided to go for it in the midst of explosive growth. karmaCRM not only worked for, the support staff were wonderful and incredibly helpful. karmaCRM has exceeded our expectations at every step of the way and continues to do so. karmaCRM is a great product and solution backed by tremendous people and lead by John Paul Narowski - a truly unique leader of a tech company. John Paul is involved with his staff and clients and is not afraid to admit a mistake or tackle tough questions. He and everyone at karmaCRM are great to work with and actually truly listen to clients our size and from what I can see - all clients of all sizes. We use karmaCRM in every part of our operations and we are reminded every day of the great decision we made in choosing karmaCRM. Our entire staff sends its thanks to John Paul and everyone at karmaCRM not only for a great product but for a great approach to all aspects of their business. Thank you!