About Azurepath

Azurepath offers a cloud-based sales CRM with lead management, performance monitoring, sales forecasting and pipeline automation features. It is designed for sales teams across small and midsize organizations and offers capabilities to manage and track leads, measure team's performance, set sales targets for individuals or teams and manage client communications.

The Azurepath platform allows users to send emails, place calls and navigate to an account’s website. In addition, the system also offers note-taking capabilities and automatic communication logging. With Azurepath’s Boomerang functionality, users can temporarily remove leads which later can be added back to the lead list in future.

The system’s dashboard provides users with ...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

15 Reviews of Azurepath

Average User Ratings

Overall

4.93 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(14)

14

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 15 results

December 2017

Peter from Green Fortress Engineering, Inc.

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 2017

Excellent support. Adapted well to our application, which was to track contacts for a Lean Startup

The National Science Foundation has a Lean Startup program for their sbir recipients. It requires many contacts of prospective customers. Using the software allowed us to track that and report it in a convenient manner.

Pros

Intuitive ease-of-use, and easy to read reports. The ability to track touches allowed us to report this in a format which met our needs

Cons

If it was free I would like it even better. If it had a mind reading application and I didn't have to hand enter things that would be great too. And there was some confusion on where to enter someone's name as both a lead and a contact when entering a new company.

February 2017

Katina from Rohan Woods School

Company Size: 11-50 employees

Industry: Primary/Secondary Education

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

February 2017

A customizable software solution with an amazing support team behind it.

How many times do you click on the 30 day trial - and then struggle to make the software work for you? In my case, it was multiple times. I am an admissions and marketing associate at a small, independent school in St. Louis. Resources are limited, and I don't represent a market that is lucrative enough for CRM software manufacturers to produce specialty systems. Thank goodness I found Azurepath. I was searching the web for customizable CRM systems at an affordable price point. AND I FOUND IT WITH AZUREPATH. To give you some history, our accounts are families, my contacts are parents and my leads are children. All important pieces of our admissions funnel - but very different from most CRM systems. Azurepath is FLEXIBLE and CUSTOMIZABLE so it became a CRM system that works with my industry. BUT--it did require work and training on my part and customer service support. Customer Support is AMAZING. The first question was during the first week of my 30 day trial - and I emailed Azurepath. To my surprise, I received a phone call within 30 minutes - and my support contact walked me through my problem --step by step. He didn't know if I planned to buy the software or not. I was given the VIP service. And I was convinced. I purchased the system - and continued to modify and customize it. For a while, I talked to customer service a few times a week. And some of my ideas and suggestions were implemented. One new addition I like is the "Insights" page on the navigation bar. This is a dashboard that gives me an "At a Glance" look at my leads. I also like that I can connect my emails, from my current email server, to my prospects. I don't need to write emails inside the software system. And the "Reminder Clock" in the Touch section keeps me up-to-date with my leads. I just click the "clock" icon - pick a future date - and write a note to myself on how and why I need to reach out to the lead. And on that date, I receive an email reminding me to contact that lead. The reminder has a click-through link so I can immediately go and look at the lead before I write my email or make the call. I've only used the system for a few months, and I have so much more to learn. It's a very powerful program that you can use just to keep track of leads --all the way to integrating with your financials. And I heard they are rolling out a way to import leads from my website webform directly into the database. So, do I recommend this software --YES!

Pros

Flexibility, Ability to Customize and amazing customer service.

Cons

At first, I didn't like that I couldn't set a "touch" for a future date...a reminder. But Azurepath quickly added that capability into the software.

September 2016

Alexandra from Source8

Company Size: 51-200 employees

Industry: Management Consulting

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

September 2016

Incredible Customer Service & Does What It Says On The Tin

Ok, it's going to be hard not to sound like a paid advertisement in this review, but our experience has been that good. The Azurepath team and tools have been nothing less than excellent. The customer service is unmatched and the tool is incredibly intuitive and easy to navigate. The Azurepath team worked with our company to tweak the tools to fit our needs and we now run our entire pipeline forecast on this system. It does a fantastic job of marrying a sales tool and a finance tool, which is exactly what we were after. We initially were going to go down the SalesForce route but it seemed like a sledgehammer to crack a nut. Salesforce is a powerful and complex tool, but it comes with a hefty price tag as well as the need for in-depth training sessions and very involved data input, thus making it a huge investment of time and money. Azurepath, on the other hand, fulfilled all of our requirements, was within our budget, and required minimal training and setup.

Pros

Intuitive, easy to use, clean interface. Responsive customer service. Great functionality. Cost effective.

Cons

We operate with multiple currencies from all over the world, this software keeps you to one currency. It's not possible to apply a cost without a payment invoice, so if costs are being accrued without a payment invoice then you are not able to record it.

December 2017

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2017

Approachable sales experience, timely service, pleased with product

Taking my sales pipeline from a spreadsheet to a CRM.

Pros

Ease of use in that given our size it appropriately meets our needs. Setting up Accounts, adding leads, it's straightforward and not complicated.

Cons

When I pick up a lead from insights and make updates to it. I'd like to go back to the insights page is was on when I select go back instead of my Leads page. Please add a Linked In open in methods of contact for lead touches.

December 2015

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 12 months

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

December 2015

Best CRM Tool I've Ever Used

Ive used Salesforce for the past 10 years to do tasks ranging from data input, pipeline management, to now as an Executive running business critical reports. At the prompting of a respected colleague, I recently signed up for a free 60-day trial of Azurepath and was blown away by how easy it was to navigate the system and set up KPIs that gave me meaningful insight into the current and projected health of the business. Several weeks ago I took the full leap and switched our entire CRM over to Azurepath. What use to be a several day process of sitting down with each rep to get an accurate gauge of the confidence level of each forecasted opportunity, is now accomplished in a matter of minutes using Azurepaths business insight graphs. I can now go into quarterly board meetings with confidence that my Sales projections are backed by historical data and that forecasted revenue will only be off by a few percentage points.

Pros

Useful business insight graphs and trend reports.

Cons

Nothing negative to say about the software.