Lasso CRM Software

It's really just a mediocre CRM, at best, and horrible CRM, at worst. Good luck!

Pros

There aren't that many but I suppose it's easy on the eyes. The gentle colors make it easy to stare at it for hours and hours on end (which you will have to) without getting the SalesForce-Glazed-Over look that we're all used to.

Cons

Nothing just "works" out of the box. Everything requires customization and customer support. Every report that is worthwhile will require paying for their team to make it for you. The WYSIWYG email templates are just horrible - it's easier to make them in Word and copy the html over into the template. It's clunky - things aren't intuitive for the novice OR advanced user. You can't open multiple projects (locations) at once. It doesn't support incoming call tracking. You have to pay to change the state field from province to state (since they're Canadian).

Overall, Lasso is phenomenal! Because they do not really work with smaller companies, they do not offer affordable packages for companies less than 10 people!

Pros

Easy to use, lots of great features, great looking dashboard, outstanding customer service, and so much more. One great feature is the lasso email blast! It keeps track of your open % rate, who opened your emails, and also comes with website tracking that is extremely easy to use!

Cons

They do not offer products for smaller based companies, at an affordable rate! For companies less than 10 people, forget about it! I would recommend looking into something more similar to Prosperworks!

Likes Best

it is focused on the real estate market which is great for a market focused product. I do real estate part time, so i wouldn't use this all the time. But in my evaluation, i found it as a decent option.
The software offers integration with Outlook and Mac Mail which can be used for data transfer. Since I am in outlook all the time, this is a big plus

Likes Least

seems a little expensive for what the product offers compared.The collaboration features of the software are limited and only one feature of workflow management is available.
There are no features for quote management and territory management in the sales automation module.

Recommendations

i would check all the other options that are available to compare the best solution. All in all, I think there is a better solution out there, that can do the same function more efficiently. Check out Prophet CRM

Likes Best

Lasso CRM has given us a tool that allows our Online Advisor to follow up with leads from the website and phone calls, our onsite sales team to follow up with onsite prospects and our management team the tools to keep track of everything. The Lasso team takes the time to truly understand your business processes and helps you setup the system to work for your company. They are very responsive and helpful. Lasso has definitely improved the success of our sales team!

Likes Least

Nothing. We have been very satisfied with the product as well as the customer service.

Recommendations

If you are in home building or real estate look at a CRM system that is built for those industries. You will be thankful that you did and you aren't trying to make a generic CRM system work for the specifics of our industry.

Likes Best

It's very reasonably priced for the amount of analytics that come with the technology.

Likes Least

The interface seemed too simple. IT could be upgraded to something a little more advanced.

Recommendations

To evaluate software such as this, make sure to look at the overall ease of use as well as how it could be improved.

Likes Best

I like the mass mail and reminders. It's a good program for contact tracking and managing. It's easy to use.

Likes Least

The calendar has no ability to sync with Google, which keeps me switching between programs and can be cumbersome.

Recommendations

Find one that syncs with whatever calendar you use.

We are a medium sized home builder that has been looking for a better solution to manage our customers and track sales. We were looking for a tool that would do the simple job of gathering all of our customer's information, create traffic reports, analyze our sales, and provide some accountability from out sales agents.

Lasso exceeded any expectation that I had for a CRM tool. Their analytics tool was AMAZING. I had no idea I would get that level of technology for the budget I was trying to fit it in. Jason and Dave have made us feel like we are joining a team with complete backed end support. I have been impressed by everything so far from the technology, free updates, training, and the simple interface of the system.