Having all the data in one place lets me stay fully present with a customer during a meeting. Knowing that all the notes will be taken for me is really confidence-inspiring. It’s been very reliable as a record of conversations, and conversation insights are acted on frequently. Review collected by and hosted on G2.com.
Sometimes when using the automated followup email, it incorrectly uses a customers name. Sometimes the AI follow-up uses the wrong name for a customer, or it will start with something like "Hi firstname.lastname," instead of using their actual name. Review collected by and hosted on G2.com.
