
No user requirement for starting out and price isnt terrible. It does the basics fairly well. The base funtions do fairly well and it allows for custom workflows which is really nice. Review collected by and hosted on G2.com.
I was explicitly told it could run reports on some particular KPIs and how I could create custom dashboards with them. Which only after sign up and multiple emails was I told they werent possible. Which was a direct lie. Things I wanted that it couldnt do were revenue per lead run, gross profit per lead run, dash board widget for current unpaid invoices, and other KPIs as well. Support just tends to send you to a self help center with videos that dont really address the concern. Everything requires a lot of effort to get setup and it seemed like every step was very cumbersome.
The engage add on was a complete waste of time and money. I created a phone number and got it set up. I asked a few people to call it to test. 50% of them their phone just hung up and did not ring, including my personal phone. I contacted them and they first just tried to say it was because it was just marked as spam. Then after telling them it was happing a lot they submitted a ticket. After mulitple attempts they never fixed the issue and tried to deny my request for a refund of engage when I was canceling. They argued with me multiple times that it was working fine despite I had multiple people who couldnt contact that number. Review collected by and hosted on G2.com.
Good Afternoon Tanner,
Thank you for sharing your feedback with us. I want to address your concerns and let you know that we are here to help and ensure you're getting the most out of our platform.
Regarding your ability to track KPIs and create customizable dashboards, I’m happy to confirm that we actually can build custom dashboards using our reporting features. You're able to set up dashboards to track key metrics like job profit, revenue per job, gross profit per job, unpaid invoices, and more. These reports are incredibly beneficial for improving your operational efficiency and accounting oversight. Dashboards can be created directly within the reporting tab, and you can also add widgets to your Pulse Dashboard to have these insights readily available.
While we do have articles available to assist you with setting those up, one of our Customer Success Specialists has also reached out to you to schedule a training call. During this call, they will walk you through best practices, show you how to set up your custom dashboards, and ensure you're leveraging the platform's reporting functions to its fullest potential.
Regarding your experience with Engage, I'm truly sorry to hear that it didn't meet your expectations. I can see that our team did approve an early removal of Engage from your contract as a result upon your request in June. We take your feedback seriously, and I want to assure you that we’ve worked hard since June to continually improve the service. Since your experience, we’ve made several key enhancements, including: Enhanced call reliability, Call blocking functionality, Network Issue Pop-Ups that alert you if there’s a problem during a call, as well as Call quality rating that is routed directly to our engineering team if needed to ensure expedited issue resolution.
These updates, and several other improvements, are available in our Help Center for your reference by going to the Product New's page - which i've linked here.
We truly value your business. Our team is always working to improve our products, and your experience has been a valuable part of that process.
If you have any further questions or need additional assistance, please don’t hesitate to reach out!
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