Salesforce Software

One thing I dislike about Agentforce sales is that the platform can feel overly complex, especially for new users. There are so many features, menus, and configuration options that it creates a steep learning curve and can slow adoption for teams that aren’t very technically experienced.

Another downside is pricing. The platform can become expensive as companies add more users, integrations, AI features, and customization. For small businesses, the overall cost can be difficult to justify.

I also think the AI capabilities are still evolving. Some users may feel the product is marketed more aggressively than its current maturity level. Bewertung gesammelt von und auf G2.com gehostet.

It solves problems related to manual CRM work, slow follow-ups, lead management, and repetitive sales tasks. In many organizations, sales teams spend too much time updating records, tracking customer interactions, assigning leads, and preparing reports instead of focusing on actual selling. Agentforce helps automate these processes using AI and workflow automation.

It also improves response time and decision-making by analyzing CRM data, prioritizing opportunities, and automatically suggesting next actions. Features like AI-driven lead routing, automated follow-ups, sales coaching, and customer interaction summaries reduce operational delays and improve productivity.

The biggest benefit is efficiency. Sales teams can focus more on customer relationships and closing deals instead of repetitive administrative work. Centralized CRM visibility and AI insights also make collaboration between teams easier and more organized. Bewertung gesammelt von und auf G2.com gehostet.

Honestly, there isn’t much to dislike, but the process of migrating from our old system was complex, especially consolidating customers from multiple databases. Integrating new acquisitions and handling multi-currency, multi-tenant setups required extra effort and some creative workarounds, but Acumatica’s flexibility helped us address these challenges. I’d also say that while AI features are promising, we’re still exploring their full potential. Bewertung gesammelt von und auf G2.com gehostet.

Scalability and flexibility are the biggest strengths for us. Because of features like attributes, we’ve been able to design the underlying data structure so it can live in both big and small buckets, depending on what we need. That makes it easy to add something like a brand attribute for a new product, and then have the data automatically flow throughout the data ecosystem we’ve created. Bewertung gesammelt von und auf G2.com gehostet.

One downside of HubSpot Sales Hub is that the pricing can become expensive as your team grows or when you need access to more advanced features. Many useful automation, reporting, and customization capabilities are locked behind higher-tier plans, which may not be ideal for smaller businesses or startups with limited budgets.

Another challenge is that some advanced workflows and reporting configurations require a learning curve, especially for teams without prior CRM or automation experience. While the interface itself is very user-friendly, setting up complex automations or custom processes can take time and may require technical understanding.

The platform also has certain limitations in customization compared to more enterprise-focused CRMs, particularly for highly specialized sales operations. In some cases, deeper customization or advanced integrations may require third-party tools or custom development.

Additionally, email sending limits and contact tier pricing can increase operational costs quickly for companies running large-scale outbound campaigns. Although HubSpot performs very well overall, some larger accounts may occasionally notice slower loading times when working with very large datasets or complex dashboards. Bewertung gesammelt von und auf G2.com gehostet.

HubSpot Sales Hub is helping us solve several major sales and operational challenges, especially around lead management, follow-up consistency, and visibility across the sales pipeline. Before using HubSpot, a lot of our sales activities were scattered across spreadsheets, emails, and different communication tools, which made tracking opportunities and team performance difficult.

With HubSpot Sales Hub, we now have a centralized system where the entire sales process is organized in one place. It helps us manage leads more efficiently, automate repetitive follow-ups, track email engagement, schedule meetings, and monitor deal progress in real time. This has significantly improved team productivity and reduced the risk of missing opportunities or delayed responses.

The automation features have been especially valuable because they save time on manual tasks and ensure prospects receive timely communication. The reporting dashboards also provide clear insights into pipeline performance, conversion rates, and sales activities, allowing us to make faster and more data-driven decisions.

Another major benefit is improved collaboration between sales and marketing teams. Since everything is connected inside the platform, it’s much easier to align campaigns, track lead sources, and measure ROI more accurately.

Overall, HubSpot Sales Hub has helped streamline our sales operations, improve response times, increase visibility, and create a more scalable and predictable sales process. Bewertung gesammelt von und auf G2.com gehostet.

We haven't explored features like custom calendars or AI responses because we want to keep things personalized for each customer's needs. Bewertung gesammelt von und auf G2.com gehostet.

Pipedrive helps us sort customers, determine their needs, and track their sales journey. It categorizes customers by price, product, and location, aiding in scheduling services and follow-ups. It allows us to store customer information and sort categories, which is crucial for tracking and future interactions. Bewertung gesammelt von und auf G2.com gehostet.

One of the harder things at my job is when we put a job into Miter we have to wait until the next morning before it will show up in our other system. There is not much I dislike about Netsuite, so far. It has been working great since we got it. Learning it has taken a little bit. The mock cases we went through helped discover any issues we were having. Bewertung gesammelt von und auf G2.com gehostet.

When doing the mock cases we were able to go through different screens throughout Miter. Having done them and going back in now has benefited the whole company. I do not know all the issues we went through, but they were all put into Miter as we did the mock cases. It has helped us with tracking jobs so much. Bewertung gesammelt von und auf G2.com gehostet.

Sometimes the calling doesn't work. It drops calls. I get too many unnecessary notifications from appointment. I don’t like that it creates new opportunities when I book decision meetings and second meetings, I would prefer if it would just foster the original booking opportunity. Bewertung gesammelt von und auf G2.com gehostet.

I use Close to stay organized by tracking meetings and leads. The follow-up prompts for emails, texts, and calls are very useful. I can easily create tasks and appreciate the old version of the opportunities list for clarity. Bewertung gesammelt von und auf G2.com gehostet.

Die anfängliche Einrichtung erfordert einige Zeit, insbesondere für Teams, die neu in CRM-Tools sind. Bewertung gesammelt von und auf G2.com gehostet.

Bevor wir CRMOne nutzten, waren wir stark auf Tabellenkalkulationen und unverbundene Tools angewiesen, was zu doppelten Daten, verpassten Nachverfolgungen und eingeschränkter Sichtbarkeit in unsere Vertriebspipeline führte. Bewertung gesammelt von und auf G2.com gehostet.

sometimes it is having some issue while entering the time sometimes the error that we cant fix. improve the loading time Bewertung gesammelt von und auf G2.com gehostet.

Human capital management, or HCM, is one module that we got hooked on. The employee self-service portal makes our employees more than content. Similarly, in our customer-facing business, an excellent CRM helped our sales, marketing, and after-sales teams align their interests with customers, making them our loyal ambassadors. Bewertung gesammelt von und auf G2.com gehostet.

I use ePROMIS ERP for entering employees' timesheets. It's easy to understand and use, requiring minimal training. Bewertung gesammelt von und auf G2.com gehostet.

There are a few areas in the UI that could feel smoother, especially while switching between modules or updating records quickly. Sometimes pages take an extra second to load when working with larger contact lists, but overall it has not created any serious issues for my daily work. Bewertung gesammelt von und auf G2.com gehostet.

Before using EngageBay, we were managing leads and follow-ups manually through spreadsheets and emails, which made it easy to miss tasks or delayed responses. Now everything is tracked in one system including deals, calls, notes and follow-ups.

It has helped us respond to leads faster, keep the sales pipeline organized, and maintain better follow-up consistency without needing additional tools. For a growing business it has been practical and easy to manage without a complicated setup. Bewertung gesammelt von und auf G2.com gehostet.

Was ich am meisten nicht mag, ist der E-Mail-Builder. Er ist umständlich, schwer zu benutzen und nicht sehr intuitiv.

Ein weiteres, was mir nicht gefällt, ist das Berichtssystem. Die Art und Weise, wie es Metriken filtert und anzeigt, ist schwer zu verstehen und zu navigieren. Ich würde es vorziehen, wenn es direkter und auf das Wesentliche fokussiert wäre, wie die Effektivität des E-Mail-Titels, die Öffnungsrate und die Klickrate.

Auch die Kampagnenduplizierungsfunktion könnte verbessert werden. Es wäre hilfreich, wenn jede duplizierte Kampagne in eine einzige Kategorie gruppiert werden könnte, damit ich sie schnell finden kann, anstatt jedes Mal mit einer isolierten Kopie zu enden. Bewertung gesammelt von und auf G2.com gehostet.

CRM und Automatisierungen sind die Hauptmerkmale, die ich am meisten schätze. Bewertung gesammelt von und auf G2.com gehostet.

Für einige Unternehmen gibt es zu viele Optionen, die möglicherweise komplex oder zu leistungsstark für kleinere Unternehmen sind. Dieses Tool wird Ihrem Unternehmen beim Wachsen helfen. Bewertung gesammelt von und auf G2.com gehostet.

Die Integration von Buchhaltung, CRM, Website, Verwaltung von Drittanbieterkanälen und mehr in ein einziges System ist einfach und großartig im täglichen Umgang. Bewertung gesammelt von und auf G2.com gehostet.

I'd probably say reporting and analytics. Some of the reporting capabilities are still maturing compared to legacy platforms that have been around forever. But what's impressed me is the pace of iteration. It feels like every week new features, enhancements and reporting improvements are being rolled out. So while there are still areas evolving, it hasn't really slowed us down because the team is highly responsive and the product velocity is extremely strong. Bewertung gesammelt von und auf G2.com gehostet.

Rillet offers a sleeker platform for finance teams, reducing reliance on external spreadsheets, improving operational efficiency, and enhancing visibility into financials. It supports native management of tasks like prepaid expenses and reconciliations, saving time and lowering risk, especially during month-end close. Bewertung gesammelt von und auf G2.com gehostet.

So großartig die Integration mit Stok.ly auch ist, mein einziges kleines Problem ist der fehlende Anschluss an den TikTok-Shop, was bedeutet, dass ich Bestellungen manuell aufgeben muss. Das ist zwar kein allzu schwerwiegendes Problem, aber es ist eine kleine Unannehmlichkeit. Bewertung gesammelt von und auf G2.com gehostet.

Ich bin insgesamt sehr zufrieden mit Stock.ly. Wir sind letztes Jahr von einem sehr veralteten System umgestiegen, und sobald wir Stock.ly implementiert hatten, begann es, die Abläufe unseres Unternehmens zu optimieren. Es hat unser Lager und unser Ladengeschäft zusammengebracht und geholfen, viele der Probleme zu beseitigen, mit denen wir zuvor zu kämpfen hatten. Bewertung gesammelt von und auf G2.com gehostet.

The invoicing feature needs more search options to make it easier to locate specific invoices, and it would also help to have a way to link invoices to packing lists. Bewertung gesammelt von und auf G2.com gehostet.

It is helping scale our company by leveraging the knowledge of veterans and making that knowledge accessible. Fulcrum feels like a touchstone for developing future leaders in manufacturing. Bewertung gesammelt von und auf G2.com gehostet.

I noticed customization feels a bit limited when I try to make very specific changes, like adjusting layout or fields exactly the way I want. For normal daily use it works fine, but for more detailed control it can feel a little restricted. Also on mobile it works well for basic use, but sometimes checking or editing full details on a small screen feels a bit less comfortable, especially when there are more entries. Apart from these small points, it works smooth and supports regular work without any major issue. Bewertung gesammelt von und auf G2.com gehostet.

it help me solve the problem of managing patient details and follow ups in one place. Earlier I was keeping things in notes or messages, which was confusing and sometimes I miss follow up. Now with pipeline I can see clearly which patient is in which stage, so my work become more clear. It also help me reduce manual work because I can add tasks and set follow up reminders, so I don’t need to remember everything. This save time and make daily work more smooth.

All details like contact, notes and communication stay in one place, so I don’t have to check different apps again and again. It make my work more organized and easy to handle. Overall it help me manage follow ups better, avoid confusion and keep my daily work simple and under control. Bewertung gesammelt von und auf G2.com gehostet.

What I dislike most about Sage Intacct is that sometimes it feels like an incredibly powerful finance engine wrapped inside workflows that still require too many clicks, workarounds, and consulting hours.

The biggest pain points I’ve seen repeatedly from finance teams and user reviews:

Heavy reliance on add-ons and consultants

Many advanced workflows, custom reporting needs, or operational capabilities require additional modules, partner support, or paid consulting. Costs can snowball faster than expected.

Some workflows feel unnecessarily rigid

Editing transactions, handling approvals, bank reconciliations, and intercompany processes can sometimes involve too many steps or reversals. Users frequently mention friction in day-to-day operational accounting.

Permissions and controls can become cumbersome

Strong controls are good for governance, but users sometimes feel basic tasks become overly permission-dependent. Bewertung gesammelt von und auf G2.com gehostet.

It's best suited for our business as we are operating in consulting services company spread across multiple countries in Asia and Americas. It enables us managing thousands of timesheets smoothly where we invoice them to customers while keeping in line all the existing operational accounting procedures with real time performance across all regions. Bewertung gesammelt von und auf G2.com gehostet.

Xoro hat zahlreiche Lösungen für Teams in allen Abteilungen, was manchmal dazu führen könnte, dass das Team keine externen Lösungen für spezielle Probleme in Betracht zieht. Bewertung gesammelt von und auf G2.com gehostet.

Sie arbeiten mit mehreren Kunden zusammen und passen Module kontinuierlich an und verfeinern sie, sowie verbessern sie die Verbindungen mit bestehenden und neuen Drittpartnern in den Bereichen WMS, Versand, EDI usw. Bewertung gesammelt von und auf G2.com gehostet.

some integrations and workflow connections depend on third-party tools, which can make setup little longer for specific work needs. Reporting is useful for daily tracking, but for deeper analysis and detailed reporting, I feel there could be more flexibility. Another small thing is that when switching between contacts, tasks, notes, and activity history many times during busy work, few pages sometimes take little extra time to refresh. Bewertung gesammelt von und auf G2.com gehostet.

capsule crm is helping me keep follow-ups, client communication, tasks, and daily workflow more organized in one place. It makes managing reminders, notes, activity history, and pending tasks much easier during regular work. The task tracking and follow-up system is very useful because it helps keep communication and scheduled work properly managed without confusion. Activity history also helps in quickly checking previous discussions and updates when needed.

overall, it improves work organization, saves time, reduces chances of missing follow-ups, and makes daily workflow more smooth and manageable. Bewertung gesammelt von und auf G2.com gehostet.

There are two versions of Ricochet360, and on the new, more colorful version, you cannot see the call history for one specific day. I'd like that to be improved because I need to send my numbers every day and see the exact number I did today. Bewertung gesammelt von und auf G2.com gehostet.

I meet my goal by calling prospects with Ricochet360, as it keeps everything, like call history, in one place. It's fast, never gets stuck, and helps with tasking, calling customers, and recording statuses properly. Bewertung gesammelt von und auf G2.com gehostet.

Nichts im Moment. Happsales CRM ist sehr praktisch für die Verwaltung von Kundendaten. Bewertung gesammelt von und auf G2.com gehostet.

Fast alle Probleme in Bezug auf das Konten- und Lead-Management-System. Bewertung gesammelt von und auf G2.com gehostet.