The drag-and-drop pipeline view makes it so easy to move deals around and see where everything stands. Review collected by and hosted on G2.com.
We wish there were more color choices for different deal types. Review collected by and hosted on G2.com.
Visualizes our entire sales funnel in real-time. Review collected by and hosted on G2.com.
Can feel overwhelming with a large number of open deals. Review collected by and hosted on G2.com.
Super easy to use, our team needed barely any training to get started. Review collected by and hosted on G2.com.
New team members need a little training to get used to the system. Review collected by and hosted on G2.com.
Whenever we need help, the CRMOne support team responds quickly and solves things efficiently. Review collected by and hosted on G2.com.
Sometimes there are small bugs, but nothing major. Review collected by and hosted on G2.com.
Everyoneon the team can view notes, tasks, and updates, enhancingg teamwork and accountability. Review collected by and hosted on G2.com.
There are too many alerts unless you turn some off. Review collected by and hosted on G2.com.
Tasks get assigned automatically, so everyone knows what to do. Review collected by and hosted on G2.com.
There’s no option for repeating tasks yet, so we have to set them up manually every time. Review collected by and hosted on G2.com.
Even when we’re closed, the Aeri Chatbot keeps talking to website visitors and gets us new leads. It works like an extra team member. Review collected by and hosted on G2.com.
We wish we could make the chatbot sound more like our brand. There aren’t many options to change its tone or personality. Review collected by and hosted on G2.com.
We're glad to hear that Aeri Chatbot is helping you capture leads even after hours. It's great to know that it's working like an extra team member for you.
CRMOne is a great mix of sales and support features. I Review collected by and hosted on G2.com.
t takes a little time to get comfortable with the interface. Review collected by and hosted on G2.com.
We're glad to hear that you appreciate the mix of sales and support features in CRMOne!
Replies change depending on what users do on our site. Review collected by and hosted on G2.com.
If the page sits idle for too long, it slows down a bit. Review collected by and hosted on G2.com.
We can filter leads by tag, stage, or score instantly. Review collected by and hosted on G2.com.
It’s hard to see how lead scoring actually works behind the scenes. Review collected by and hosted on G2.com.