Glad we changed from Salesforce to FunnelMaker

We love FunnelMaker. I would highly recommend it. The staff are great to work with. If I have a problem and they help me or fix it pretty quickly. We saved a lot of money by changing over from Salesforce to FunnelMaker.

Pros

This software is super easy to use. I did not have any experience in email marketing, and this software was very helpful in getting me emails out and tracking them.
Software was easy to import from Salesforce.
Click to dial for sales reps is a life saver.
Lead scoring and tracking very helpful.

Cons

We were a Salesforce customer, and the biggest change we had to make was from client management to contact management. Which contact management is 100% the way to go. So it was little hard for us at first getting used to contact management, however, FunnelMaker helped us make the transition and adjust.

Funnel Maker helps me keep track of my activities. If I didn't use this I wouldn't some remarks.

I can keep track of my customers orders, remarks, and issues with the system very easily.

Pros

I like that it keeps everything on the date it happened so if I need to go back and look at a certain activity, then I do that very easily.

Cons

Sometimes the system freezes and it takes a while to get started again. Most days the system is very slow.

I like funnel maker because it is user friendly!

Funnel Maker is a way to track the activities I do on a day to day basis. Also, it allows me to schedule reminders to go back and follow up with customers about certain things.

Pros

I like Funnel Maker, because it is an easy way to keep track of notes about customers. I like the way you are able to schedule follow ups to remind yourself to go back and check on a customer.

Cons

Funnel Maker has a tendency to lock up, or run very slow. When Funnel Maker locks up it can be very time consuming especially if you are on the phone with a customer.

It does Everything, and MORE!

Pros

With only one monthly fee for unlimited users and group creation, tons of automated features (workflows, email drip campaigns, event creation/execution (including payment acceptance), storefront/website creation this is a no-brainer! At first we were just using it for contact management but over the last 5+years FunnelMaker has become our most valuable "employee!" We are a non profit with a small staff, yet FunnelMaker enables us to keep up with many clients, benefactors and community partners.

Cons

It is easy to use but if your staff is largely volunteer it may take a while to get folks onboard with the vast abilities of FunnelMaker. Some facets look easier when demonstrated and take a little hands-on before becoming proficient.

Excellent source to keep my work schedule in order and reference prior contact with clients.

More organized & efficient work day.

Pros

The layout for creating new activity. It works well and I like the activity choices available. I also like the daily listings of my upcoming follow-up appointments under "Events for Today". I especially like that the telephone number is included. That way, at a glance, I can see what area codes the customers are & which I should call first.

Cons

I don't like that I cannot block myself from making appointments on certain days of the week. If I know I have a day off work coming up, I have to keep reminding myself not to make appointments on that day. It would be helpful if I could block an upcoming vacation day or the weekend from accepting appointments.

Smart choice for small businesses

Pros

Love the ability to connect business contacts (customers, prospects, partners) with a full spectrum of communication channels. I can set up email campaigns or newsletters, then go to a specific contact and find out which emails they have received... and which ones they opened! I can find out whether they clicked a certain link and be ready to contact them for follow up. When I make a phone call, it's tracked against the contact record so I know exactly what the communications have been. I can even send out surveys. It's basically a one-stop shop for all my communication needs.

Cons

I wish the interface was slightly smoother.

Affordable, Great Integrations, Unlimited Users

Pros

Has everything the big CRM's have at a lower price-point except recognition. Great for a growing organization and full-scale marketing integration. Has amazing transcription software for sales calls.

Cons

I think they should offer better tutorials for all the systems they provide. Support is great, but we still haven't implemented all the tools we have at our disposal with FunnelMaker. Slack integration would be nice too!

Good product for a company of our size.

Pros

Click to dial is a useful tool to help coach salespeople, integrates email marketing into our CRM records, trackability

Cons

Customer support needs to be more helpful, problem-solving could be better, seems to operate slowly at times

Always easy to use and very functional.

Make reminders to call back or e-mail and check customers needs and requests very easy to keep up with.

Pros

Keep up with my notes on customers and orders. It makes it easy to look at past notes and e-mails I have sent.

Cons

I would like to see just my notes about call and e-mails I have made and not all the other sent e-mail sent by others.

Overall it is good. It is very easy to get started and use.

Pros

I like the reminders and the ease of putting customers information in. It is easy to input the follow-up information. The other things that is very effective is the forecasting. I found this very useful in trying to see what my potential sales are, plus the sales I have already conducted.

Cons

So far, the person who we originally worked with to learn the software has not been responsive with questions or problems. There have been some things we needed tweaked and he does not respond . Also, would like to see the software interact with my calendar. Not sure how to do that. I am sure the issues we have had would be simple to fix if the trainer would get back to us.