
We use it to support the following sales tasks: lead management across multiple reps, account management, contact management, opportunity and deal management, and tracking all of our sales metrics, KPIs, and overall results.
Overall it helps with improving our performance as a team, across pre-sales to customer success teams and helping with support and client onboarding. It also has great UX and its easy to use and set-up. It also integrates with other tools in our tech stack to manage other areas as one. Plus AI features these days are especially to keep improving productivity. Review collected by and hosted on G2.com.
It can take a while to get your team set up and using it efficiently, even with all the integrations and AI features. Once you get the hang of it, though, it’s pretty easy to use. Review collected by and hosted on G2.com.






