Qualified Reviews & Product Details

The team that supports us. Yes, the technology is great, thoughtfully put together, flexible, and powerful, but Janene, our QSA, is the reason we are live in 30 days despite being in the middle of a potential company spin-off, total re-brand, and enormous loads of work to be done. We shouldn't be live already. We are because of the team behind the product's willingness to do whatever it takes to get us there. Review collected by and hosted on G2.com.

I wish we could customize the appearance of our AI Assistant more. Custom fonts, chat backgrounds, etc. Review collected by and hosted on G2.com.

We just launched Qualified today, so this review is primarily from an implementation and onboarding perspective.

Overall, the implementation process was very smooth. A big part of the successful rollout was the support from our Success Architect, Nick Kerlin. Nick was extremely responsive throughout the implementation process and provided clear guidance on configuration, best practices, and how to structure conversation flows. Having someone who understands both the technical setup and the go-to-market strategy behind conversational marketing made the process much easier for our team. Review collected by and hosted on G2.com.

Since Qualified is a powerful platform with a lot of flexibility, there is naturally a bit of a learning curve when first getting familiar with the interface, conversation flows, and routing logic. That’s not unique to Qualified - it's typical with any sophisticated tool that integrates deeply with systems like Salesforce and marketing automation platforms.

That said, the onboarding support from Nick made the process much easier. Nick walked us through the setup step by step, shared best practices, and helped simplify what could have otherwise been a very technical implementation. His guidance significantly reduced the ramp-up time for our team. Review collected by and hosted on G2.com.

It's simplicity. I can train the AI on exactly how to speak about our brand, how to contextualize conversations to different GTMs, and how to qualify leads. It's integration with Salesforce allows us to further identify specific leads and contextualize their website experience. No longer does a website visitor need to search through our site, instead our AI SDR is a concierge. Its extended capabilities unifies campaigns by allowing us to target named accounts, alert named sellers/BDRs, and trigger AI emails to nurture those in our buying cycles.

Additionally, our CSM Domenic is so helpful. Like many mid-market growth companies, we have frequent positioning change, attribution problems, and other operational challenges. He is great at listening to our problems and ideas, and then using his understanding of Qualified to help build solutions that help us drive outcomes. Review collected by and hosted on G2.com.

It's quite the investment, but has proven ROI within the first 6 months of launch. There are minor UI challenges and learning curves. Review collected by and hosted on G2.com.

The software is great. That said, the best thing about Qualified is their Customer Success team. Our CSM has been nothing short of extraordinary. Her support over the past year using Qualified has helped us get the most out of it. From the prospect experience on our site, to lead routing, and the AI capabilities, I cannot recommend Qualified enough to any team.

In terms of the tool itself, it's easy to use. Qualified emphasizes a lot of support during your initial implementation. The AI capabilities of the tool continue to be iterated and advanced. Review collected by and hosted on G2.com.

It's hard to say anything here. If I had to nitpick, I would like for the tool to better identify current customers who are visiting our site. This may be an impossible feat, knowing a lot of customers who visit our site do not have pre-existing contact records. Review collected by and hosted on G2.com.

I like that Qualified is easy to use with a simple interface. The fact that the chatbot crawls our site and updates itself is a real plus. It can chat in many languages, reaching visitors in their own language. I appreciate the amazing customer success managers who stay with you throughout installation and usage.

The snippets allow me to train the chatbot on answers that may not be apparent on our webpages. For example: What is the best Vision System to use? What's the latest software for my product? This has greatly helped us keep the bot current.

Qualified is integrated with our Salesforce instance, helping move leads quickly through our sales process. It has greatly helped us accelerate our initial sales process. Review collected by and hosted on G2.com.

I don't use Qualified's video chatbot. The platform has had some difficulties helping customers with detailed support questions. Review collected by and hosted on G2.com.

What I like most about Qualified is how easy it is to navigate and use on a day-to-day basis once it’s up and running. The platform is heavily used by our team and offers strong functionality that supports our workflows well. While the initial implementation had some complexity, the customer support team was excellent, very responsive, knowledgeable, and instrumental in helping us get successfully live. Overall, it’s a powerful tool with a robust feature set that integrates well into our broader tech stack. Review collected by and hosted on G2.com.

The main challenge with Qualified is around usability and intuitiveness in certain areas, particularly related to availability management. Having to manually mark availability on and off adds friction for users and creates unnecessary complexity in daily operations. While the platform is feature-rich, some workflows could be more intuitive, especially for end users, which would improve ease of use and adoption without reducing functionality. Review collected by and hosted on G2.com.

I appreciate how customizable Qualified is. The tool is fairly easy to use, yet it still allows our operations team to build fairly complex routing logic and handle account assignment based on the rules we already have in our CRM. The integrations with Salesforce and Marketo are smooth and extremely helpful, especially for field lookups and matching. I also very much appreciate the level of support we've been given, the Qualified team is very responsive and open to feature requests. Review collected by and hosted on G2.com.

There are a few minor routing settings I’d still like to see, such as the ability to add optional users to meetings based on Salesforce assignment rules (which their Queues feature has actually partially solved), as well as support for if/then statements within routing rules. These are fairly specific use cases, so they’re more in the nice-to-have category, but they would still be helpful. Review collected by and hosted on G2.com.

Qualified has made it that much easier for SDRs to do meaningful work. It makes it easier for prospects to book meetings with us, by streamlining our XDRs process, eliminating the need for emailing with a prospect back and forth to nail down a time, routing to the AE, etc. All of that is now a few simple steps the prospect can do when requesting a meeting, allowing SDRs to use time to gather more in-depth BANT and work their leads with precision. The AI SDR/chatbot was easy to set up using our internal resources and website, and Piper Email has helped us get a few prospects that dropped off before converting back on the hook. It has officially paid for itself after one year of use! Review collected by and hosted on G2.com.

Not every feature we wanted was readily available, but the Qualified team has been great about taking feedback and keeping us updated on their roadmap. We even have a feature in beta that was because of something we suggested early on in our time with Qualified! Review collected by and hosted on G2.com.

I like how intuitive and easy the platform is to use. It doesn’t require months of implementation to get set up, and I use it daily. It works well with Salesforce and Outlook, so I don’t end up with duplicate leads or double bookings on my calendar. BUT MOST IMPORTANTLY, the support is insane. I’ve had questions about the platform, and all I had to do was message Austin Moore (our CSM), and he got on a call with me within hours to get it sorted. He’s also actively looking for ways to help me get the most out of the platform. I love the AI SDR because it takes care of all the email follow up for me so I can focus on making calls and discovery calls.

Small things that i like:

1. You can see what the prospect is doing on the site and what they are typing before they type it.

2. Templates in chat, makes the response time much faster

3. Calendar in chat removes friction for the buyer Review collected by and hosted on G2.com.

No issues with the core platform, I wish the signals part of the app captured more information (but idk if that is possible) Review collected by and hosted on G2.com.

Our implementation experience was exceptional! Jennifer Schneider was outstanding—highly organized, responsive, and thorough throughout the process. She kept us on track and answered every question with expertise and ease.

We're just beginning to use Qualified, but the AI features are impressive and we're excited to explore more personalization capabilities. After just one training session, our BDR team is already showing great enthusiasm for the platform. Review collected by and hosted on G2.com.

No significant dislikes at this time. We're still in the early stages of implementation, but our experience has been positive so far. Review collected by and hosted on G2.com.