This is the first CRM I have been using. It is easy to navigate; any information is easily found through the search function. Review collected by and hosted on G2.com.
Permissions. I don't have access to see all the information across the system. Review collected by and hosted on G2.com.
The platform is easy to customize for our processes and workflows, and I can take any requests directly to the engineering team if needed. Review collected by and hosted on G2.com.
They're still a startup, so some of the features we would like are still in active development. Review collected by and hosted on G2.com.
clean screens, ability to manage all workflows not just pipeline and email integration. Review collected by and hosted on G2.com.
No portfolio reporting tools, which still require manual work. Review collected by and hosted on G2.com.
1 - Sort information by company or by person
2 - Easy to navigate, easy to start to work with Review collected by and hosted on G2.com.
I did not find something that I dislike. Review collected by and hosted on G2.com.
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