
Pipelines and the ability to move cases from one stage to another, add people/leads responsible for each opportunity, and connect with Slack is an advantage when it comes to notifying the rest of the team about updates. Review collected by and hosted on G2.com.
The reporting part is somewhat complex, and having to switch between Pipelines without being able to see something consolidated (at least in our type of membership). Another thing is that all users have to be at the same membership level, and it becomes very costly and senseless for us to upgrade our membership to obtain a functionality that only applies to a small group of users. Review collected by and hosted on G2.com.