Having used the platform extensively, this reviewer finds the team at Keychain to be helpful and collaborative. The reviewer also notes that achieving company goals may take longer than anticipated due to the nature of building relationships.
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The people behind Keychain truly make all the difference! The platform is pretty lightweight and gets right to the point. I especially like how the CRM integrates so seamlessly with the ERP module. Huge bonus for me! Review collected by and hosted on G2.com.
Although the platform is a good fit for me and my business, it may be too simplistic for a larger more complex enterprise with a large team. Review collected by and hosted on G2.com.
I like that Keychain streamlines the customer information we intake and use cross-functionally. I like having all the information in one place and visibility into prospects and opportunities. I like that Keychain matches us with opportunities that best suit our company; three opportunities have been fruitful so far. I find the setup pretty straightforward. I also think the team is great to work with—they are patient, open to modifying Keychain to make it beneficial and more productive for our team, and amazing at helping us iron out and prioritize what matters most. I like being able to customize Keychain as much as we need. Review collected by and hosted on G2.com.
I think the integration can absolutely be improved. We use monday.com for all of our project tracking, and it would be extremely helpful to integrate it with Keychain so the team is not doing double work and the crossover is seamless. I would also like to email team members directly through Keychain without requiring them to have a license or be listed in the drop-down menu. The customization part is taking time. Review collected by and hosted on G2.com.
I like the prospecting tool and being able to see who is viewing my website, which enhances my ability to target new prospects. The prospecting tool has a good range of contacts with emails. The CRM team is much more responsive than Salesforce. I find the CRM platform innovative and intuitive, and we are much happier using this service so far. Initial setup was very easy. Review collected by and hosted on G2.com.
I’ve found that most opportunities that have come up through Keychain have not been great, besides a handful. Review collected by and hosted on G2.com.
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