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Gloo CRM Inc. Reviews & Provider Details

As one of the longest standing Certified Zoho Partners, we'll consult with your sales, marketing, customer service and customer success business departments to design and create the systems, customizations, integrations, data migration, training, reporting and analytics they need to overcome their main business challenges. Our Zoho consulting services during your project's discovery phase capture your teams' workflows via business process mapping to then design solutions to automate and replace manual processes and disparate systems that do not talk to each other, with an integrated and unified suite of Zoho applications. Commonly, our projects implement sales force automation (SFA), marketing automation and analytics but that's only the beginning! We can help you get the most out of Zoho bundles like Zoho One or Zoho CRM Plus. We can help your sales team via Zoho CRM or Zoho Bookings; your marketing team via Zoho Campaigns, Zoho Marketing Automation, Zoho Social, Zoho Survey, Zoho Forms, Zoho PageSense, Zoho SalesIQ, Zoho Backstage; your customer service teams via Zoho Desk, Zoho Assist; your finance team via Zoho Books, Zoho Expense, Zoho Checkout; your operations teams via Zoho Billing, Zoho Inventory; your HR teams via Zoho People, Zoho Recruit; and your legal team via Zoho Contracts. We can help your teams communicate via Zoho Mail, Zoho Cliq; collaborate via Zoho Projects, Zoho Sprints, Zoho Connect, Zoho Learn, Zoho Meeting and Zoho WorkDrive; be more productive via Zoho Writer, Zoho Sheets, Zoho Show, Zoho Sign, Zoho Vault and improve your business processes and workflow via Zoho Creator, Zoho Analytics, Zoho Flow, Zoho DataPrep.

Seller

Gloo CRM

Discussions

Gloo CRM Inc. Community

Languages Supported

English

Services Offered

Zoho Consulting/Discovery, Zoho Customization, Integration with Zoho, Data Migration to Zoho, Zoho Training

Locations Serviced

Canada, United States

Overview by

Lorin Bourassa (President/Senior CRM Consultant at Gloo CRM Inc.)

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Verified User in Consumer Services

Small-Business (50 or fewer emp.)

2/1/2024

"Gloo Automated Our Order Collection and Delivery Process"

5/5

What do you like best about Gloo CRM Inc.?

Their attention to details. They are very thorough in figuring out our needs and fiding the right solutions. Review collected by and hosted on G2.com.

What do you dislike about Gloo CRM Inc.?

I really couldn't tell you. They were very professional, the first mapped out every features we needed and got our approval and then implemented each feature as we requested. So it's hard to find a negative to criticize. The project went smoothly. Review collected by and hosted on G2.com.

Recommendations to others considering Gloo CRM Inc.:

Make sure your clear on the features and benefits you want. Gloo CRM is very good at taking your vision and figuring out how to actualize it. Review collected by and hosted on G2.com.

What problems is Gloo CRM Inc. solving and how is that benefiting you?

Our company Aqua Blue Water & Filtration sells water coolers and delivers Waters to residents in and around Metro Vancouver. Before Gloo CRM customized Zoho for us, our administrative staff had to manually sort through endless emails to determine who ordered what and when. Meanwhile, Aqua Blue delivery drivers struggled their way manually through their day with no guide other than paper and their own phone’s GPS to guide them on their route.

Gloo worked closely with us to understand and document every step of our delivery process. They then customized different zoho apps and integrated a delivery app to automate much of our process. We expect their solution to reduce order confirmation time by 30 to 40%. Enabling our delivery software to “talk to” Zoho CRM will be invaluable in not just keeping us organized before and during the deliveries but will also provide a history of orders and deliveries upon which we can run analytics and make better business decisions going forward. Review collected by and hosted on G2.com.

Marc P.

Process Manager/ Systems Analyst

12/1/2023

"Great team to work with!"

5/5

What do you like best about Gloo CRM Inc.?

Thier team was personable and accountable. If problems were not able to be completed by the Gloo team, they still took care of any subsystem support requests and inquaries. Troubleshot the tools they helped us build, and many others we have in the Zoho ecosystem other companies would have considered "out of scope". In short, they care and it shows in thier work. Review collected by and hosted on G2.com.

What do you dislike about Gloo CRM Inc.?

When we started we had scheduled check-ins and updates where now that we are in development phases those calls no longer persist. I still get regular communication and great support, but it is hard for me to showcase that progress internally to people who don't see the nuances.

I'd like to see those more established. But I also have not requested this from them so i'm sure they would accomodate if I reached out. Review collected by and hosted on G2.com.

What problems is Gloo CRM Inc. solving and how is that benefiting you?

We had a change in business structure that increased our invoicing requirements by upwards of 300% and was difficult for Accounts Receivable to keep up, crippling our ability to develop a particular revenue stream. Gloo took a methodical approach to address our sales process, document management, training, and culture to redesign the infrastructure we had in place. Review collected by and hosted on G2.com.

Nathan M.

Mid-Market (51-1000 emp.)

1/24/2024

"Attentive and thoughtful service partners"

5/5

What do you like best about Gloo CRM Inc.?

I liked the personal attention I received and the obvious care they took for their work. Review collected by and hosted on G2.com.

What do you dislike about Gloo CRM Inc.?

Sometimes the turnaround time was an issue, but it was a small price to pay to work with a company that was giving such close and careful attention to my company. Review collected by and hosted on G2.com.

Recommendations to others considering Gloo CRM Inc.:

I would recommend Gloo for CRM implementation and management needs. They were very knowledgeable and tailor made solutions that worked for my company in a cost effective way. Review collected by and hosted on G2.com.

What problems is Gloo CRM Inc. solving and how is that benefiting you?

Gloo helped by first working with us to identify our organizational holes, then by providing a plan for filling these gaps and implenting solutions within the CRM to turn it into a process. Review collected by and hosted on G2.com.

Sam B.

4/10/2024

"Gloo helped us immensely with adoption and onboarding"

4.5/5

What do you like best about Gloo CRM Inc.?

They were attentive to our needs and helped us to adopt according to our org goals. Review collected by and hosted on G2.com.

What do you dislike about Gloo CRM Inc.?

I didn't like having to purchase blocks of hours. Review collected by and hosted on G2.com.

Verified User in Broadcast Media

Small-Business (50 or fewer emp.)

2/20/2024

"Great team to work with!"

5/5

What do you like best about Gloo CRM Inc.?

The team at Gloo are amazing! They are extremely professional and thoughtful in their processes. They really took the time to listen to us. We were easily able to communicate what are problems were and share the visions we had. They presented solutions that aligned with what we shared and they were transparent every step of the way. Would definitely feel confident using them again. Review collected by and hosted on G2.com.

What do you dislike about Gloo CRM Inc.?

There is nothing that we disliked and would use them again. Review collected by and hosted on G2.com.

Recommendations to others considering Gloo CRM Inc.:

The team at Gloo is extremely knowledgable and easy to work with. Review collected by and hosted on G2.com.

What problems is Gloo CRM Inc. solving and how is that benefiting you?

We had a few systems in place that needed to be integrated into one system so that we could improve our operations overall and make us more efficient Review collected by and hosted on G2.com.

Verified User in Manufacturing

Mid-Market (51-1000 emp.)

1/9/2024

"Great to work with!"

4.5/5

What do you like best about Gloo CRM Inc.?

I really got a sense that they cared and took the time to explain things we didnt understand. Review collected by and hosted on G2.com.

What do you dislike about Gloo CRM Inc.?

In the beggining we didnt get the best communication regarding deadlines and how many man hrs were spent on the project, but that was quickly and amicably resolved. Review collected by and hosted on G2.com.

Recommendations to others considering Gloo CRM Inc.:

Lorin and his team were good to work with. Completely understanding our requirements and implimenting a very complicated custom system to work. I reccomend them to anyone looking for in depth anaylsis and technical expertise of Zoho CRM. Review collected by and hosted on G2.com.

What problems is Gloo CRM Inc. solving and how is that benefiting you?

Gloo helped us integrate a custom quoting module into CRM to capture data from quotes, and then integrated an invoicing system into CRM through Zoho books. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

3/7/2024

"Outstanding Service from Gloo CRM"

5/5

What do you like best about Gloo CRM Inc.?

How Gloo CRM Inc. adapted Zoho to meet our needs. Review collected by and hosted on G2.com.

What do you dislike about Gloo CRM Inc.?

I don't have any major complaints about Gloo CRM. Review collected by and hosted on G2.com.

What problems is Gloo CRM Inc. solving and how is that benefiting you?

We had a fantastic experience with Gloo CRM. They were incredibly easy to work with, always providing quick follow-ups and promptly addressing any concerns we had. Their team's ability to come up with effective solutions to our company's challenges was impressive. We highly recommend Gloo CRM for their professionalism, responsiveness, and problem-solving skills. Review collected by and hosted on G2.com.

Verified User in Events Services

Small-Business (50 or fewer emp.)

10/27/2021

"An extremely pleased experience"

5/5

Describe the project or task Gloo CRM Inc. helped with:

They helped us configure the Zoho Mail, Zoho CRM, and Zoho Docs. After that, they trained my staff thoughtfully and provided help with technical issues whenever we asked for it. Review collected by and hosted on G2.com.

What do you like best about Gloo CRM Inc.?

Their service is very thoughtful. They took the time to perform an analysis of our business and were able to discover inefficiencies that eluded us. Review collected by and hosted on G2.com.

What do you dislike about Gloo CRM Inc.?

Honestly there isn't a thing I dislike about their services Review collected by and hosted on G2.com.

What problems is Gloo CRM Inc. solving and how is that benefiting you?

Gloo’s configuration, training, and support of Zoho CRM, Zoho Mail, and Zoho Docs have helped us organize our business and become much more efficient with how we use our time. Review collected by and hosted on G2.com.