CANDID CRM Reviews (3)

Reviews

CANDID CRM Reviews (3)

5.0
3 reviews
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Jonathan R.
JR
Jonathan R.
Small-Business (50 or fewer emp.)
"Use it everyday - Watch it work for you"
5/5
What do you like best about CANDID CRM?

Candid automates the things that are necessary, but not a good use of my time. And gives me more time for the things that ARE a good use of my time. Review collected by and hosted on G2.com.

What do you dislike about CANDID CRM?

Some initial setup, but nothing unexpected. Support team was responsive and helpful too. Review collected by and hosted on G2.com.

Julie M.
JM
Julie M.
Enterprise (> 1000 emp.)
"Great product!"
5/5
What do you like best about CANDID CRM?

CANDID CRM is very helpful managing a large pipeline. Very useful with no downsides. Review collected by and hosted on G2.com.

What do you dislike about CANDID CRM?

Little to no downsides. I can't think of anything I would change about CANDID. Review collected by and hosted on G2.com.

Verified User in Information Services
CI
Verified User in Information Services
Enterprise (> 1000 emp.)
"CANDID CRM Review"
5/5
What do you like best about CANDID CRM?

Candid CRM offers a centralized platform for managing client relationships, tracking projects, and streamlining communication within the organization. Review collected by and hosted on G2.com.

What do you dislike about CANDID CRM?

There are little to no negatives in Candid CRM Review collected by and hosted on G2.com.

There are not enough reviews of CANDID CRM for G2 to provide buying insight. Below are some alternatives with more reviews:

1
Maximizer Logo
Maximizer
4.0
(672)
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
2
Capsule CRM Logo
Capsule CRM
4.7
(513)
Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
3
Redtail Technology Logo
Redtail Technology
4.3
(268)
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
4
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Logo
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
4.3
(227)
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
5
Lead Management Logo
Lead Management
4.5
(157)
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
6
Wealthbox CRM Logo
Wealthbox CRM
4.6
(109)
CRM for Financial Advisors
7
Merchant Central by NMI Logo
Merchant Central by NMI
4.6
(101)
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.
8
vcita Logo
vcita
4.5
(81)
The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social.
9
Practifi Logo
Practifi
4.3
(79)
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.
10
Affinity Logo
Affinity
4.4
(72)
Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .
Show More