CRM.me Reviews & Product Details

I like how CRM.me stores patients' information in one place, making it easy to access. The intuitive interface is great because it didn't take much training for our staff to quickly learn how to upload and retrieve patient files. This logical setup means we don't have to spend days training new staff, saving us a lot of onboarding time. I also appreciate that CRM.me integrates with Outlook or Gmail to sync patient appointments and email communications, keeping our calendar up to date without double booking. The initial setup was surprisingly easy, and the import tools worked well for migrating our old Excel data, allowing us to get most of our patient records running within a few days. Review collected by and hosted on G2.com.

The mobile app experience isn't as robust as the desktop version. It can be a bit clunky when trying to view detailed patient charts on a smaller screen. The main issue is viewing detailed patient histories on a small screen. On the mobile app, you have to scroll endlessly to find specific notes or test results. It needs a better summary view for mobile. Review collected by and hosted on G2.com.

What I like the most is that the interface is very intuitive and easy to use. You don't need to be an expert to start working with it. Additionally, the customization of fields and processes is quite flexible, which helps to adapt it to business needs without complications. Review collected by and hosted on G2.com.

Sometimes, integrations with other tools are somewhat limited or require additional configurations. Also, I would like the reports to offer more customization, without having to rely so much on predefined templates. Review collected by and hosted on G2.com.

I love how direct the product is. Use is straight to the point. Review collected by and hosted on G2.com.

It could be improved in regards of outreach. Review collected by and hosted on G2.com.

Easy to use program. The CRM was found to be extremely useful and well-designed. Review collected by and hosted on G2.com.

The communication throughout the process could have been better Review collected by and hosted on G2.com.

The Best part is each of team members can see their daily task, leads, sales pipeline.

With time it becomes easy to use. Review collected by and hosted on G2.com.

WhatsApp automation with each stage of prospecting in lagging. Review collected by and hosted on G2.com.

CRM.me integrates seamlessly with my other essential tools, making my workflow smooth and efficient Review collected by and hosted on G2.com.

Some users mention that CRM.me's capabilities can become limited for larger teams or more complex workflows. Consider if the platform can grow alongside your business needs. Review collected by and hosted on G2.com.

It helps me collate all my customer and their categories according to my segments ! Customer segmentation, customer targeting, positioninig and then accordingly setting up plans Review collected by and hosted on G2.com.

compared to other competititors it can do slightly better, but for this proce range it is okay Review collected by and hosted on G2.com.

If you want fresh, laser-targeted leads for your business, Instanlty is what you need! The support team is very helpful, with a quick response time. The leads that you get are clean leads! Thank you Instantly for a great experience and a wonderful platform! Craig Warren: http://homebusinesssetup.com. Review collected by and hosted on G2.com.

Everything to me is self-explanatory! There is nothing dissatisfactory. Review collected by and hosted on G2.com.

CRM.me is user friendly, easy to understand and very pretty simple Review collected by and hosted on G2.com.

To be honest, there is nothing to be disliked it pretty striaght forward. Review collected by and hosted on G2.com.

I've used multiple CRMs in my past roles in the Analytics domain. CRM.me is jam-packed with features that an ideal CRM should have.

An attractive UI, various charts available for plotting data and decent tracking of sales leads. One of my job responsibilities was analyzing sales data, and all the features provided to filter out the leads and manage them through a pipeline improved my team's efficiency. Review collected by and hosted on G2.com.

As per my usage, I did not dislike anything. Some might find the pricing higher, but I believe the functionalities make up for it. Apart from this, everything was okay. Review collected by and hosted on G2.com.