
I appreciate that they’re continuously making updates and refinements to the platform. It’s very easy for non-technical users to navigate, and it also offers a lot of helpful resources. Review collected by and hosted on G2.com.
Restricted/limited customization. I’m not able to delete anything (products/services, task/note types, workflows, fields, etc.), which makes it hard to keep things clean and organized. There’s also no option to bulk edit or import anything other than contacts. Template customization is very limited, workflow customization is also very limited, and the dashboards/views feel quite restricted. On top of that, it doesn’t integrate with as many platforms as other CRMs. Support is spotty at best. Review collected by and hosted on G2.com.
Emily, thank you for taking the time to share this. We hear you and want to be straightforward. This is not the experience we want you to have.
The limitations you called out around deleting items, bulk editing, and template customization are fair and specific. We appreciate that level of detail because it helps us prioritize the right things.
We would love to connect and better understand where things have fallen short. Your CAE is a great place to start, and our team is always looking to talk with customers to understand how we can continue to make things better. Don't hesitate to reach out.