All ClickPoint Reviews
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Talya
Verified reviewer
Professional Training & Coaching, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2019
Great System for Great Value
Support team is fantastic! The intro of chat support in the system has been amazing to quickly answer any questions we have on the fly.
PROSIts a fantastic system to get through leads fast and when you want to instill a very specific process of how your leads should be managed. Very simple to use and easy to learn. The ideology of clearing the screen makes it very easy to communicate that to new hires as well as look to see at the performance of the team at a glance.
CONSUser reporting needs improvement and integrations with other systems would make looking at data easier.
Reasons for switching to ClickPoint
Velocify was charging 3 times more in price and was consistently going down in service. It became unreliable and their support team didn't know how to manage all the downtimes and just got frustrated themselves with dealing with angry customers such as ourselves. The price also didn't justify the product, new improvements were not being made.
Vendor Response
Talya, thank you so much for your review and great feedback. We look forward to providing more features based on customer feedback. We do have several initiatives underway to add more integrations and a new lead prioritization screen that will allow you to look at your lead data in a whole new way. I will keep you posted or you can check the Help Center tab for new updates.
Replied June 2019
Casey
Retail, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2019
Simplicity at its finest
The reminders and workflows make working with potential clients seamless.
PROSSalesExec is very simple to use. Even someone who has never used a CRM has learned how to use it in short time. The display is simple and not cluttered. The support behind the product is incredible. Whenever we submit an inquiry we have a response quickly with a resolution in a very timely manner.
CONSThere are a few items that I wish the end user could customize instead of having to have someone from SalesExec involved.
Reason for choosing ClickPoint
The staff behind the product made you feel important. Not just another account. That and the simplicity of the product.
Reasons for switching to ClickPoint
We are a small business and just needed a product that was simple to use.
Adel
Computer Software, 1 employee
OVERALL RATING:
4
EASE OF USE
5
FUNCTIONALITY
4
Reviewed July 2021
overall, I like it.
the process and way it generates leads is pretty helpful seeing that I'm not savvy when it comes to that side of things, especially when it comes to the price of leads. the options they give helps to narrow things down so you can get the best leads for your budget.
PROSI love the look of the software, its organized and once you get familiar with how it works and you use it correctly I'm pretty sure you will see improvements
CONSConsidering what I was using before, this was a big improvement on it so its hard for me to complain. Going through the setup is a tiny bit challenging, but I am sure that's just a me thing.
Jim
Consumer Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2019
Great experience with SalesExec software and staff
We have been able to streamline our leads distribution, leads transferring, and reporting while cutting down significantly the time between receiving the customer's lead and contacting them which has improved our lead to show conversion rates.
PROSThe expansiveness and customization capabilities. Our company had unique and specific lead management and workflow requirements that were 100% being administered manually before migrating over to SaleExec. SalesExec's team and account representative 'worked with our management team and mostly took our entire manual process and automated it within SalesExec.
CONSWould like to see more integrations with other software and saas solutions moving forward.
Reason for choosing ClickPoint
We were also using LeadExec by Clickpoint Software, the maker of SalesExec, and had nothing but positive results and service for the five years we used it. It made sense to go with SalesExec assuming the platform would be able to meet our needs, and it did, 100 percent.
Tony
Environmental Services, 1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed June 2019
Used for call center
It's been great for our call center. Leads are called quickly and it has really just saved us a ton of time and money. Being able to hire less people and make them more productive has been a huge help to our call center
PROSIt is very easy to use and saves my team a ton of time. Lots of smart features so you don't have to worry about if it's the right time to call or how often you should call. You set the parameters and the system feeds you the leads.
CONSLack of reporting functionality. My support team has been really good at trying to get us what we need, but the lack of reporting functionality is holding us back a little
Reason for choosing ClickPoint
Our CMO had previous experience with the company and highly recommended them. They allowed us to beta test their new product offerings as well
Vendor Response
Hey Tony, we appreciate the feedback and are working hard on our new release for call metrics and call reporting. We know we are a little behind in our release since our beta for our call solution but we anticipate these reports being released by next week. Thank you for your loyal support and feedback through our beta period of this new feature. We will keep working hard to release updates related to our dialing and texting solution.
Replied June 2019
Greg
Financial Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2019
Sales-Exec CRM
Sales Exec is an excellent CRM for working leads, especially if you have a team. Pull distribution is the best method I've seen for working leads in a team environment. It solves so many issues. And you can automate the CRM so you simply click a button and the lead is called, and disposition it with a click of a button. It's the best in its class for what it does, especially with the two way text feature they just added.
PROSI like how it's laid out in an easy to understand way for our business, and the way it's designed to work leads with the click of a button. There is no better CRM for working leads efficiently as this one.
CONSI wish there was a way to view your history, even if it were your last 10 things you worked on. I also don't like the way in Push Distribution, you can't see Lead Source fields. That should be option based on the discretion of the administrator. I'd also like to be able to place a call from any screen.
Vendor Response
Greg, thank you for the review. As the founder I always love to get both positive feedback and improvement feedback. One thing I noticed was the comment on seeing lead source on Push which is available with a minor configuration change. I will get this over to your customer success manager, they will reach out to help get this configured. Also, we have a new update coming out soon that will allow for more dialing options from every screen.
Replied June 2019
Stephen
Financial Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2019
SalesExec From A Long Time Customer
It just plain works. No downtime, no bugs, no useless features. On the rare occassion, I needed to call customer service they were awesome. Rock solid software and company. One of the better decisions I have made for my company.
CONSThere really isn't the least favorite aspect of the software or company. It does what they advertise it does. It has the basic no-nonsense functionality and you can also get as sophisticated as you want.
Vendor Response
Thank you for the feedback and review Stephen. We enjoy supporting you and all of your sales efforts. It has been a pleasure working with you to help you achieve your goals.
Replied June 2019
Cole
Marketing and Advertising, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2019
Great and affordable CRM
I have loved being part of their betas and innovative iterations of the platform.
PROS• Ease of use • Comprehensive suite • innovative platform with new offerings all the time
CONSSet up take some development lift on both sides.
Vendor Response
Cole, thank you for the feedback. We love you being part of our communications solution beta as well. Your input and feedback has been invaluable as we work to create the best dialing solution for our customers.
Replied June 2019
Eutiquio
Outsourcing/Offshoring, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed July 2022
ClickPoint is GREAT
Has features that are very useful, and great for lead management. The UI is simply satisfying and user-friendly. Customer service is very accommodating.
CONSI can't see any cons with the software ever since I used it. If there are any problems I'm sure the problem is not the software but my computer
Steve
Marketing and Advertising
Used free trial
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed July 2014
One of the best software products we have seen so far. Great support!
The team at ClickPoint is always on top of issues when any arise. The product itself is awesome, as it can do things most other software companies are still thinking of doing. The best part of the product is that it is secure and very easy to use. I had no knowledge of XML, HTTP Post/Get, or Ping Post whatsoever, but they trained us well, and the software is very vast and can handle pretty much everything any lead gen company would ask for.
CONSThe only thing I think it should have is to be able to see the actual per lead payout in the vendor portal, even in Revenue Sharing mode. It should deduct the cost based on percentage and show accordingly in both the admin and vendor portal.
Nikki
Management Consulting, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2018
Two thumbs up
Good product, serves it's purpose, easy to use and always improving. I would recommend this product.
PROSEasy to use, pricing is fair and customer support is usually very quick to resolve issues. They are also always working on ways to improve the software for ease of use and better functionality.
CONSAt times, the software has operated slow due to internal glitches that were resolved fairly quickly. In the initial stages of use the "search" tab was diffcult to use and frustrating but the software has been revamped and I have not experienced these problems since.
Anonymous
Used free trial
OVERALL RATING:
4
Reviewed July 2014
Very Happy with SalesExec
We have been using SalesExec for several months now and are very happy with the software. Having previous experience with other CRMs, I found SalesExec very intuitive and easy to set up and manage. I would highly recommend it for start ups and smaller companies because it is very adaptable and affordable - great value
PROSSalesExec is very intuitive and easy to set up. It was the only CRM that was within our budget and also provided all of the functionality that we needed
CONSOccasionally the software has experienced periods where it operated slowly but those were quickly resolved. We also experienced difficulties with the search functionality but search was recently dramatically improved and those issues are resolved
Robert
Individual & Family Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2019
Quality
Dropped calls
PROSAlways there to help 24/7 very timely The staff is always friendly and eager to help
CONS0 There's nothing that I don't like about it they're always there to help like I said before
Janel
Outsourcing/Offshoring, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
FUNCTIONALITY
5
Reviewed July 2022
Great CRM !
highly recommended
PROSGreat Services, the sales team doing their job well .
CONSThere are some delays but still fulfil there promises
Anonymous
2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed March 2023
Efficient Lead Management Made Easy with ClickPoint
ClickPoint's lead management software is a game-changer in the sales industry. It streamlines my sales processes and helps me keep track of leads in an organized way. I've been using it for a few months now and it has made my job so much easier! They also have great customer service if I ever need help or have any questions. Highly recommend ClickPoint to anyone looking for an efficient and reliable lead management software.
CONSAt the moment, I am unable to discover any drawbacks.
Dave
Used free trial
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2013
The team at ClickPoint software is great. I have been using their software for years, for a variety of functions. When SalesExec first came out, I had my reservations and let Gabe Buck know about the features I was hoping to see added (drag and drop layout function, history tracking, read-email reports). Well, the newest version of SalesExec added everything I asked for and a few additional things (integrated power dialer, extra reports, notifications function similar to Facebook, etc). I am really impressed with the software, and I'm even more impressed that the team actually listened to my feedback and made the exact adjustments that were on my wish list. I have worked with many other systems, but SalesExec is a real threat to the major players, and at the current pricing it's a great value as well.
Barbara
Management Consulting
Used more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed April 2015
Serve up leads to call center agents per business requirements
SalesExec is a affordable yet scalable product with excellent support system.
CONSAnalytics could be improved by allowing ad hoc queries
Stacy
Philanthropy, 201-500 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed May 2018
Great Value
The affordability, support, training and constant improvements are impressive. I have not found anything I needed from this software that it could not do.
CONSHistory tracking and summary reports are lacking, but I do believe they are working on improvements to these features.
Scott
Verified reviewer
Facilities Services, 51-200 employees
Used free trial
OVERALL RATING:
5
Reviewed August 2014
Culligan taking a big step!
I have been working with Sales Ex over the past months and have nothing but praise! Their product is simply amazing but most importantly is the customer service is second to none. In this world it seems customer service is a thing of the past but not with Gabe Buck and the Click Point Crew........keep up the great work, your product is making a difference for our Brand!! Scott Schiesser
PROSIt's all GREAT!!!
CONSNONE!!
Vendor Response
Thanks Scott! The Culligan team has been great to work with and we believe the dealer network will have great success in the coming years closing more deals with SalesExec. Than you for your support.
Replied August 2014
Adam
Marketing and Advertising
Used free trial
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2014
Call Center Manager, SalesExec Admin
SalesExec is very straightforward, and everything can be easily set up and customized.
CONSIt has operated slowly a few times, and we have had a few issues with the search functionality, but support is always very responsive, and issues are resolved quickly. Downtimes have been minimal compared to other CRMs I've used.
Rukhen
Media Production
Used free trial
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2014
Xgen Leads Review of SalesExec
The vendor provides great customer service and is almost always there when we need help troubleshooting. Customer service reps are polite and knowledgeable.
CONSThe availability of the chat representatives could be better.
Amy
Real Estate
Used free trial
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2014
Clickpoint Training
Easy to read charts that quickly allow me to see the information I am looking for.
CONSWe've had challenges with it meshing with all our lead programs.