About Penny

Penny is an AI-powered workflow automation platform that improves consultant success, streamlines revenue, and enhances customer relationships for any direct-to-consumer sale. Combining AI and automation, Penny assists businesses with prioritizing the next steps in the customer journey for positive client experiences. 

With product recommendations, messaging suggestions, built-in churn predictors, and prospect filtering, sales consultants can make the right sales decisions in order to optimize customer engagement for any interaction. For continuous engagement, Penny always provides daily smart lists to manage all tasks, orders, and prospects. 

Penny is available for mobile devices via an iOS and Android app. 


Supported Operating System(s):

Web browser (OS agnostic)

31 Reviews of Penny

Average User Ratings

Overall

4.61 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(20)

20

4 stars

(10)

10

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 31 results

December 2020

Cyndi from Isagenix

Company Size: 501-1,000 employees

Industry: Health, Wellness and Fitness

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

Feedback

Excellent. I love the program and feel with a few more tweaks it will be even more amazing.

Pros

It helps to hold myself and my team accountable. Love being able to merge it with so many platforms so we will never run out of leads.

Cons

Too many steps....there are a few tasks I do that could be much easier. I do not want to schedule followups with people I am in constant contact with.

Reasons for Switching to Penny

Because Isagenix partnered with Penny and as a top leader I had to switch and use it so I could encourage and support my team in doing so.

Response from Penny AI

Replied January 2021

Accountability is everything in the Direct Sales Industry, we are so glad we are able to provide this for you and your team. Thank you for flagging that you find there are too many steps when following up. We will do our best to look into this for you! Thank you for the wonderful feedback Cyndi. All the best, -David, CEO/Co-Founder at Penny

December 2020

Marina from Rodan + Fields

Company Size: 11-50 employees

Industry: Health, Wellness and Fitness

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2020

Penny App - CRM for my Rodan+Fields Network Marketing Business

My overall experience with Penny has been excellent. Comfort of mind at the end of the day that I have touched on all aspects of my business, in a timely and efficient manner is super important. Being able to pick up where I left off, no matter where I am, what distracted me from my session or when I am able to return to my tasks is helpful in the bigger picture.

Pros

• Super easy to set up, import contacts from social media channels and even my iPhone contact list. Super important to have them all in one place. • Excellent and user friendly welcome to the platform, and easily accessible tutorials • Virtual Assistant is excellent, highly responsive and results driven. They check back to make sure that they have resolved your problem / query / questions on use, circle back with live discussions and tutorials. They really listen to what it is that I as a user need the platform to do for speed and efficiency. • The ability to tackle my Day all on one page, is super helpful. Everything from my reachouts to followups, autoship reminders, staying on top of my connections and even reaching deeper into my community to stay in touch with contacts I may not have followed up with consistently. • One of my biggest challenges has always been on the follow up, and contacts falling through the gaps. Penny helps me to stay on top of this, giving me comfort and removing the anxiety that comes with these activities. • I LOVE the Custom Lists Feature. I can create a targeted list in seconds for any specials my company or team may be running, and even add our companies content directly from penny. • Fill my Funnel feature is amazing. Penny is doing some profiling. I am just digging deeper into this, but find it is taking some guesswork out of my prospecting as Penny identifies prospects that fit the profile of my current team and client base.

Cons

I would like to be able to identify, at a glance, follow ups that I set up myself, versus the ones that Penny has set up. I can do this by the date of the follow ups and by categorizing them, however, sometimes I haven't done all of the steps and just want to know where the followups and reachouts come from at a glance. It could be colour or icon tagging. And then again, maybe I am just not using the feature properly.

Reasons for Choosing Penny

Customized to my company Responsive Customer Care Progressing and creating new, better, more efficient features Being responsive to users Pricing

Reasons for Switching to Penny

I wanted a CRM that was in tune with my company, that my team could use the basics free and amp up to pro when ready versus being forced into amping up after 30 days. In this business not all consultants are ready that quickly to work their business. With this option, they get into a system and stay with it. I believe it helps them be more efficient in their business and therefore be more successful.

Response from Penny AI

Replied January 2021

Dear Marina, I truly appreciate your wonderful and detailed review of Penny. This is so awesome to hear, thank you for sharing your growth with us! We look forward to adding on more features and updates this year to further help you easily manage your daily business activities and help keep your follow-ups more organized. Thank you for taking time out of your day to provide valuable feedback to us at Penny! All the best, -David, CEO/Co-Founder at Penny

December 2020

Dawn from Isagenix

Company Size: 1 employee

Industry: Health, Wellness and Fitness

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

December 2020

Great CRM for Network Marketing!

Amazing customer service! Continuous improvement! Helpful organizational tool! Keep the updates coming as this is the way to a successful network marketing business!

Pros

Penny has customized several features for Isagenix making it easier and easier for all Associates to utilize this tool. I love the ability to see customers past and upcoming orders. The content is helpful as well.

Cons

Inability to customize custom lists a little further so all 100 people on your list do not appear on your daily tasks. As someone who likes to complete tasks daily, this causes me to not use custom lists. Tags assigned by Penny in current customers are lengthy for some and the only option to save changes in some screens is to scroll all the way down past all the tags.

Reasons for Switching to Penny

Penny Beta app was created for Isagenix specifically and I wanted a CRM provided by my company to take advantage of all the customization.

Response from Penny AI

Replied January 2021

Thanks for your comments Dawn, We are so happy to hear how much you're loving the app. Penny is only as good as the feedback we get and this is no exception. This is a great suggestion and you haven't been the first one to request it. We are listening! Stay tuned for more updates and enhancements as Penny grows. The content was created to streamline your workday- glad you noticed! All the best, -David, (CEO-Co-Founder)

December 2020

Joanne from Rodan + Fields

Company Size: 10,000+ employees

Industry: Cosmetics

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2020

Love Penny

Penny keeps me organized & productive even when I'm feeling lazy.

Pros

I love how I can sync all of my Facebook, Instagram, LinkedIn and phone contacts. When I sit down to work, Penny tells me exactly who to reach out to or follow up with to keep me organized. I love how it syncs with my R+F back office as well. Penny helps me follow up with people I would have otherwise forgotten about!

Cons

It would be great if I could send an email to all of my solution tool contacts via one quick email. This would come in handy when there is a sale or new deal.

Reasons for Switching to Penny

Well it was free for one to switch. I think I was paying $20/month with Teamzy. Penny also linked to my back office of R+F which Teamzy didn't do. Even with the upgrade to premium Penny, it is still less expensive than what I was paying before.

Response from Penny AI

Replied January 2021

Hi Joanne, Thank you for taking the time out of your day to provide Penny with valuable feedback. I am so glad to see how much you love using Penny as your personal assistant. We will look into adding this feature to Penny. Thank you for bringing it to my attention! All the best, -David, CEO/Co-Founder at Penny

December 2020

Sue from Isagenix

Company Size: 1 employee

Industry: Health, Wellness and Fitness

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

Penny is Highly Recommended

Pros

Penny was easy to download contacts, Facebook, etc and easy to navigate and use, has content provided, tutorials, etc.

Cons

There isn't much that I can think of because when there was an issue, Penny listened to the field, and fixed it.

Reasons for Switching to Penny

I wanted to be in alignment with what Isagenix was using and recommended. It is geared specifically for the company, which I very much admire and appreciate.

Response from Penny AI

Replied January 2021

Dear Sue, We are so excited to read your review. Thank you for taking the time to share your experience with Penny. Our goal at Penny is to get independent consultants like yourself, one more sale and we are beyond grateful that Penny has exceeded your limits! Thank you, we are always listening and are eager to fix your problems. All the best, -David, CEO/Co-Founder at Penny