GleanView Reviews & Product Details

Its excellent ability to manage sales processes with the customer, since your order records are not kept manually, therefore, will not lead to a delay in the management of them. It is a tool that has a great variety of functionalities that show that the tool is complete. Review collected by and hosted on G2.com.

In fact, there are few disadvantages that this tool may have, one of them is that it does not have the function of automatically saving constant searches so as not to have to register it again, and not go through that process every time you are going to login. Review collected by and hosted on G2.com.

GleanView permits everybody in our organization, from our Estimating Team, to Marketing, to our free Sales Team, and everybody in the middle of, to be in agreement all day, every day/365 with where a potential client is in our business pipeline. We can work potential clients through the business channel by sectioning them into dribble promoting efforts dependent on their interests. We are simply beginning to expose what's underneath of what GleanView can enable us to accomplish and we are energized for what's in store! Review collected by and hosted on G2.com.

The CRM is made for the majority. It doesn't meet everybody's requirements over all business types, anyway the organization is entirely adaptable in making the programming required with the goal that it meets your necessities on the off chance that it will profit their different clients. Review collected by and hosted on G2.com.

GleanView allows everyone in our company, from our Estimating Team, to Marketing, to our Independent Sales Team, and everyone in-between, to be on the same page 24/7/365 with where a potential customer is in our sales pipeline. We can work potential customers through the sales funnel by segmenting them into drip marketing campaigns based on their interests. We are just scratching the surface of what GleanView can help us achieve and we are excited for what the future holds! Review collected by and hosted on G2.com.

The CRM is created for the masses. It doesn't fit everyone's needs across all business types, however the company is very flexible in creating the programming needed so that it does meet your needs if it will benefit their other customers. Review collected by and hosted on G2.com.

I work for BYO Recreation, beta user of Gleanview......been using this new CRM technology for 2 years now. ..fortunate to have contributed to some of the improvements .

I'm outspoken and (I'd like to think) meticulous about details; when I submit a request to Gleanview with a suggestion or request, Jennii is back within 24.

My user homepage is easy to navigate. This may sound silly but I would love to see my name on my homepage alongside monthly stats

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No negative experiences other than typical growing pains Review collected by and hosted on G2.com.

We switched from a competing CRM to GleanView and ended up saving over $20K per year without losing any functionality. The service has been top notch and has went above and beyond to accommodate our needs. The team at GleanView has been able to really customize the integrations to match our sales and marketing process, and we now have a full solution that manages our customers and prospects from lead to repeat order. Review collected by and hosted on G2.com.

What's not to like? We are saving a ton of money and getting a better product and service that we had with our previous CRM. Review collected by and hosted on G2.com.

I love that you have the option to customize your search fields to fit your specific needs. I also like the fact that you have all of your projects in one place. The fact that you have a quick search bar for looking up very specific things such as a project name or quote number is also. It will also give you a count of how many active projects you have according to your search criteria as well. Review collected by and hosted on G2.com.

I wish there was an option to save your search preferences so you didn't have to retype them every time log back in and or refresh the page. for example, anytime there is an update you have to refresh the page and it clears your search field out completely. If you are like me and search for numerous fields this can be quite annoying at times to have to retype every search item over again, especially if there are multiple updates in a row. If updates were able to come through at non-peak hours that would be more helpful I think. Definitely not a deal breaker, just a minor nuisance/first world problem. Review collected by and hosted on G2.com.

Our sales team did not have a convenient way to view account level stats like total orders, last order date, and last contacted date. We could pull this from our ERP system, but it required a system admin to pull a custom report. By integrating our ERP system with GleanView, this information is at the fingertips of our sales and customer service team. Review collected by and hosted on G2.com.

We have many transactions daily and figuring out the best way to use GleanView to handle lots of small transactions has been a challenge. Review collected by and hosted on G2.com.

Really liked working with Jennii and the team there. They have been very responsive to our needs and helping us get acquainted with the system Review collected by and hosted on G2.com.

N/A - We pretty much like everything about it Review collected by and hosted on G2.com.

GleanView has allowed us to reduce our quoting time drastically! Review collected by and hosted on G2.com.

Some confusion with handling repeat customers. Users filling out our forms looking for more playground equipment may be lumped into existing accounts. Review collected by and hosted on G2.com.

The folks at GleanView are very responsive to my needs and assist as quickly as they can to make requested adjustments to the existing platform. Review collected by and hosted on G2.com.

The reporting functionality needs to be refined. Review collected by and hosted on G2.com.