Adpoint is a great CRM that allows Account Executives a way to manage their territories so that they can manage all the contacts they make, move chevron stages, track dollars sold, look at previous years spend levels at a glance, place contacts and roles, find billing invoices, and so much more. It's designed to help an AE sell more while being able to manage quickly and efficiently. Review collected by and hosted on G2.com.
It takes some training to know how to manage the sales reports. There is a workflow segment that can bog you down when you need to get approvals from a manager or you need to collect prepayment. Other than that it's pretty straightforward. Review collected by and hosted on G2.com.


