
I headed the committee to find a new CRM system for our university. From the start, E2E Achieve far exceeded other options out there. We met with the CEO (Boby) from the very first meeting, and he followed the onboarding and continued operation support since. His team is very attentative to the needs of their users, and works tirelessly to ensure a smooth transition and operations for his clients. As far as support, you cannot get any better than Boby and his team at Achieve.
User functionality: Very easy for end users to adopt and use. It required very little training for my office of advisors and external users across campus. We've been able to onboard multiple offices across campus outside of advising, so it's helpful seeing multiple touchpoints for students across campus.
Reporting: Great reports built in to pull numbers and see traffic patterns.
LMS data: Boby assisted implementing snapshots of our LMS data, which is currently pulling from Blackboard, but we are working on transitioning to BrightSpace. His team is already working with our tech support to ensure the continued LMS functionality with the new LMS.
Troubleshooting/attentiveness to reported issues: Superior handling of any reported issues for the system, with same day fixes. These are rare, but fixed quickly. His team is also open to recommendations to improve the functionality as well. For example, I asked for any notes started from a session be saved if the advisor accidently navigated away from that screen. It was implemented within two weeks. I asked for the ability for advisors to make another appointment from the note taking screen; again implemented quickly.
This is a great affordable option for any size institutions. I highly recommend to anyone that needs a new CRM option. Review collected by and hosted on G2.com.
There's really not much I dislike, and if I do, Boby is on it. Again, very quick to fix any issues or implement any features that will help end users in their daily function. Honestly, if there's a problem, reach out. Review collected by and hosted on G2.com.
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