Difficulty of setting up, requires lot of customer service intervention.

Building the plans and connecting preceding tasks is difficult. Also cumbersome when need to change multiple dates.

I like its ability to easily be used and the ability to customize it. I find the layout is very straightforward and you can get a quick snapshot of where projects stand.

It was implemented at work and I like it very much, it was easy to use. Support is great and very helpful online team.

And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly.

I really like the templates and reporting ability. Being able to auto assign tasks  out to individuals on the opportunity team based on roles gives each member a good indication of their to do list.

Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.

Taskfeed has been a great help to our team. It helps us keep projects on-schedule by clearly showing completed and outstanding tasks.

It helps us get a quick glimpse into a project's status – which phase it's in, whether it's on-schedule, and time until completion.

Great project management tool that integrates flawlessly with Salesforce.

Reduce email back-and-forth with this excellent, collaborative onboarding solution.

It holds stakeholders accountable to completing the tasks they're responsible for. It helps us keep projects on-schedule.

Their customizable templates allow us to quickly spin up excellent instances for various scenarios. The drag-and-drop functionality is really great & makes using Taskfeed simple.

Extremely easy to use and integrates seamlessly with Intercom. Clear steps on how to set it up and to use it effectively.

Easy UX, many features but simplified and not overloaded, perfect fit for our use case, integrations, support, freedom in template design & customization.

The only complaint I have is that they asked for a review on cap terra's website. I had to switch browsers 4x in order to leave this review.

I researched several products before choosing Retently and this was based on various things - customer service, user friendly / ease of setting up and price.

The fact that Retently solely focuses on the NPS survey, and at a great price point, made them the obvious choice for me.

Easy to use, great customer support, great UI, and did exactly what I needed it to do.

We chose Retently because their Intercom integration is the best on the market. When I had a question, their support team was very kind and fast to response.

The software is easy to use and very intuitive.

Great customer service and support and good value for money.

I was amazed with the response rates of the surveys we ran. It was much higher than previous systems and what we expected.

They are immediately shown the popup but they've hardly used the site so it annoys them.

Retently has played a big role in helping us to retain customers, get quotes and testimonials and has also helped reduce churn by acting quickly on the feedback provided.

There is some functionality missing, especially when it comes to the in-app survey which becomes bothersome to new users of our website.

Fantastic support team which is always on hand to help with any questions.

Its easy to setup and understand what's going on. We moved from Ask Nicely to Retently and the improvement is significant.

Firstly, every experience I have had communicating with Retently has been a positive one. They always answer questions promptly and communicate effectively - no room for needless frustrations.

This is a great tool for helping to understand your customer experience and evaluate NPS.

Good user experience and as the CEO I get to see exactly what I want to see and nothing more.

Sending the same campaign in different languages is a little troublesome if you're on the basic subscription model.

How easy it's to set up and available integrations.

The software itself is very user friendly, easy to setup and use.

It is easy to set up and even more easy to analyse and visualize the results at the end with custom feedback tags and other visualization features.

Ease of use, beautiful and intuitive interface, cost effective.

It's great to be able to have different campaigns for the various offerings of our business so we can track what is successful and gain valuable feedback as to what is working well for our clients.

D like to share a quick overview of my experience with Retently. Recommendations to others.

US Dollar

Precursive OBX is a customer success and client onboarding platform. It features playbooks, collaboration, and analytics to help onboard customers quicker and more effectively. 

LongDescription

Milestone Tracking

Project Workflow

Leave Tracking

Employee Onboarding

Project Templates

Performance Management

Activity Tracking

Customer Segmentation

Progress Tracking

Task Scheduling

Portfolio Management

Project Management

Gantt/Timeline View

Resource Management

Sick Leave Tracking

Customizable Fields

Collaboration Tools

Data Import/Export

Multiple Projects

Configurable Workflow

Project Time Tracking

Real Time Data

Performance Metrics

Agile Methodologies

Role-Based Permissions

Client Portal

Project Tracking

Percent-Complete Tracking

Revenue Management

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Traditional Methodologies

Reminders

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Real Time Reporting

Customer Engagement

Kanban Board

Reporting/Analytics

Prioritization

Client Management

Drag & Drop

Tagging

Project Planning

Task Progress Tracking

Onboarding

Task Management

Real Time Updates

Churn Management

Real-Time Notifications

Event Triggered Actions

Health Score

Time Tracking

Email/Help Desk

2-10

11-50

51-200

201-500

501-1000

1000+

Precursive OBX

Live Online

Webinars

Documentation

Retently is a web-based customer experience management platform. The software measures customer satisfaction throughout the buyer journey to provide insights. 

The platform is customizable, and users can integrate it with third-party applications to help streamline workflows and manage feedback. Retently boosts customer experiences with cross-channel feedback tools to identify channels customers are likely to engage. Segmentation uses real-time data to deliver personalized experiences. 

Retently provides a suite of tools to boost response rates. The automation and routing process aims to improve follow-up strategies. Businesses can also use the software to gauge product experience through sentiment analysis and collecting feedback across multiple platforms.

Commenting/Notes

Real Time Analytics

Engagement Tracking

Rewards Management

Customer Surveys

Multi-Channel Marketing

Surveys & Feedback

Text Analysis

Text Fields

360 Degree Feedback

Customizable Reports

Access Controls/Permissions

SSL Security

Sentiment Analysis

Conditional Logic

Multi-Campaign

Communication Management

Customer Accounts

Customer Database

NPS of Customers

NPS Survey Structure

Template Management

Campaign Segmentation

Campaign Planning

Pulse Surveys

Customer Activity Tracking

Customer Experience Management

Multi-Channel Data Collection

Survey/Poll Management

Multi-Channel Communication

Complaint Monitoring

Question Branching

Social Media Integration

Workflow Management

Email Management

Website Integration

Visual Analytics

Predictive Analytics

Customizable Questions

Segmentation

Data Visualization

Chat/Messaging

NPS of Employees

Dashboard

Multi-Language

Ratings/Reviews

Customizable Branding

Anonymous Feedback

Widgets

Customer Profiles

Monitoring

Campaign Analytics

Trend Analysis

Feedback Management

Customizable Forms

Negative Feedback Management

Customer History

Third-Party Integrations

Campaign Management

Mobile Survey

Member Portal

Multi-Channel Distribution

Loyalty Program

Search/Filter

Essential: $99/month.

Professional: $299/month.

Ultimate: $599/month.

Enterprise: Contact Retently for more information.

Precursive OBX vs Retently

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Product Demo & Screenshots

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