The CRM software has helped us centralize leads, applications, tasks, and customer data into one streamlined system. The automation engine is a game-changer — scheduling follow-ups, sending notifications, and updating deal stages without manual work. We also love the custom dashboards, multi-tenant setup, and integrations with Twilio, Telnyx, and Stripe, which make it extremely versatile for both sales and customer success teams. Review collected by and hosted on G2.com.
Some advanced features, such as deep analytics and campaign reporting, can take time to configure for non-technical users. While the system is powerful, new users may need training to fully leverage automation rules. Documentation could also be expanded for better onboarding. Review collected by and hosted on G2.com.
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