AgencyBloc

ISI Enterprise

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Ratings & Reviews

Overall Rating

4.77 / 5 (92)

4.17 / 5 (12)

Ease-of-Use

5.0 / 5

4.0 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

5.0 / 5

5.0 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

March 19, 2020

August 10, 2018

Pros/Cons

  • Pros

  • This has made our tracking of clients and customer service so much better. And it is easy to train my staff and agents to use as well no matter their level of knowledge with previous CRMs.

  • Easy to Use , Customizable, Lots of reporting Capability, follow up system using the dashboard is great. Also can use the system on your mobile device.

  • Cons

  • Not the easiest to learn when you don't follow the training courses. A lot of capabilities but it takes a bit to make it work best for your situation

  • Sometimes the report tools are a bit restrictive, but they have improved greatly over the last couple of years.

  • Pros

  • I like the functionality of the software - if there is something I require, ISI has probably thought of it. If they have not thought about it, they are receptive to new ideas.

  • Many increased efficiencies - fully integrated - more data captured - more user controls to prevent errors

  • Cons

  • The current user interface is not great but that's getting an update this year! Otherwise, everything is falling into place. Base reports would be my next 'room for improvement' area.

  • There is a bit of a learning curve. The UX is often not intuitive. The UX looks a bit dated, but the new interface preview we saw in the previous user group conference looked excellent.

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Advisor Recommendations & User Awards

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Number of times our advisors have recommended this product

(in the last 30 days)

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Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

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