Customer Experience Software

I wish active campaign integrated with space craft. Review collected by and hosted on G2.com.

Make sure the software integrates with your current web software. Review collected by and hosted on G2.com.

Establishing a sales funnel. Connecting and reconnecting with clients and contacts. Review collected by and hosted on G2.com.

Too complicated to use, and very expensive. I feel guilty for not using all of the features and dumb for not know how to use them Review collected by and hosted on G2.com.

If you have someone talented and willing to learn to use HubSpot, it is an absolutely amazing system. For the individual user, however, it is too expensive and too difficult Review collected by and hosted on G2.com.

Integration and automation of various social media, CRM and back office functions Review collected by and hosted on G2.com.

It would be really nice to have the ability to allow the user to save their progress so that they could come back to a survey at a later point. This can often be a point of frustration for our clients as some of our surveys take quite a bit of time to complete (45 minutes or so) and it's often difficult for small business owners to carve out 45 minutes of uninterrupted time. Review collected by and hosted on G2.com.

Before you go 'all in' with the product, spend some time creating a few surveys and forms to ensure that it'll meet your needs. Make sure that it's not missing any features that are critical to your business before you devote a ton of time moving over to their platform. Review collected by and hosted on G2.com.

We use Survey Monkey to help us gather the information that we need to create collateral for our clients. We use the system to give our clients a way to tell us information about their brands - where they've come from and where they want to take it in the future - so that we can create brand guidelines and marketing collateral for them. Review collected by and hosted on G2.com.

We trialled this product on the free package and were caught offguard by the inability to whitelist the email notifications. Fortunately we were able to resolve this very quickly. Review collected by and hosted on G2.com.

Do it. Do it. Do it Review collected by and hosted on G2.com.

The way we use FreshDesk is slightly unorthodox. Our consultants request invoices to be raised by our invoicing team through the ticket system. We get to monitor response times and individual KPIs on our invoicing team and our consultants get the peace of mind of being able to track their ticket progress Review collected by and hosted on G2.com.

Nothing disliked so far. Perhaps a few case studies in addition to the testimonials would make it easier (faster) to be convinced. Not easily found online - the big players (Sales Force, ZOHO etc) dominate CRM search enquiries. Review collected by and hosted on G2.com.

Take advantage of the free 30 Day trial period before committing to far more costly alternatives.

Consider your needs and the features of a CRM that you need. Review collected by and hosted on G2.com.

A mounting number of client and prospect contacts needed to be managed and brought under admin control. Scheduling re-visits and maintaining note taking (records) for each contact was a priority. Review collected by and hosted on G2.com.

I don't truly understand the Instagram posting yet, how the picture works, etc. I think there needs to be a clearer explanation. Also, the ability to post multiple times a week... Right now I can only post once a week over a 13 week period. Maybe even more weeks too. Would love the ability to post to multiple brands at the same time. Have a lot of common messages that need to go out to multiple brands. Right now have to copy and paste, little tedious. Would love the ability to take a post from one brand to another. Review collected by and hosted on G2.com.

Get the entire Zoho One package because all the tools work together and make it easy to cross connect. The Zoho Social ZShare feature makes it easy to quickly post from any website right into Zoho social and have your marketing material look professional. Plus the ability to schedule when followers are most likely to engage is priceless. Review collected by and hosted on G2.com.

Communication... It makes getting my posts out to multiple social media sites extremely easy. I save so much time and effort using Zoho Social. Also, the scheduling gives me the ability to post messages in the future. Saving me time and money by now having to come back to the computer just to post. The reporting makes it easy to see exactly what is working and what is not working. This alone is a money saver. Review collected by and hosted on G2.com.

This is a small thing, but I feel like LiveAgent doesn't have the cleanest looking setup. But it functions the way we need it to so it's ok! Review collected by and hosted on G2.com.

If you're considering LiveAgent, my advice is to take the time to figure out how to implement the features they have. It's not super intuitive for some of them, but it makes the service more worth it if you take the time to figure it out. Review collected by and hosted on G2.com.

We had issues with a past company that marked our domains as spam so we couldn't get all of our customer's correspondence. LiveAgent has corrected that issue for us. We've also liked using the auto reply for times we are out of the office. Review collected by and hosted on G2.com.

Due to the depth and endless possibilities of CZ, it takes focus and dedication in setting it up. Review collected by and hosted on G2.com.

ChurnZero greatly helped us in giving analytical insights into customer behaviour and more importantly customer health. Accounts can be segmented according to any possible metric our product records and additionally be analysed and compared to each other. This way we were able to gain intelligence on likelihoods of churn and what we need to do to create better customer experiences. Our customer retention increased by over 10% since our process changes (which CZ was part of). Review collected by and hosted on G2.com.

So far the whole system has seemed comfortable to me, each tool is a ideal to perform every function I need, however, I would like ther to be more customization features where it is possible to adjust the color and design so that the experience is much more comforting. Review collected by and hosted on G2.com.

Improve your relationship with customers thanks to Zoho Desk, with great functions and automation of all work. Review collected by and hosted on G2.com.

We doubled the benefits we previosly obtained by paying attention to what our clients need, thans to Zoho Desk that allows us to focus on the smallest things, as well as automate various functions of billing, claims assistance, as well as manage our work time thanks to the different organizational and planning functions of business tasks. Communication is vital for our company, where all team members can work collaboratively, by achieving these results our effort will be reflected in the satisfaction of our customers, improving our service and treatment of each of them, the business relationship encourages strong ties and excellent results. Review collected by and hosted on G2.com.

Nothing! We love Podium and would recommend it to everyone! Review collected by and hosted on G2.com.

Podium is a must have for anyone wanting to reach their customers in a meaningful way. We have gotten so many more responses using this system than with traditional means such as phone calls, emails, and regular mail. We have found our customers are very responsive to text messages and are able to collect balances, have conversations, and make sales all through the platform. I would highly recommend trying Podium for your business! It is an essential tool that we could not live without! Review collected by and hosted on G2.com.

We use Podium to contact delinquent customers via text message. We are much more likely to receive messages back from customers when using Podium than with other traditional means like phone calls and emails. Review collected by and hosted on G2.com.

I don't like the separation of the chatflows from the ticketing pipelines, it's not easy to tell when a new chat is in, even with the notifications. I don't like that I can't precisely pinpoint who I want to send a survey to without several filters, and even when I add the right filters I still might get a list with 0 records. I think the service hub is missing a customer success component. Review collected by and hosted on G2.com.

Hubspot service hub is helping us keep track of customer service requests, feature requests, and bug tickets. It's helping us organize customer information and customer feedback all in one place. Review collected by and hosted on G2.com.

You cant turn off the alert sounds (in my knowledge) Review collected by and hosted on G2.com.

High volume inbound traddic. It disperses the responsibilty in an effective way Review collected by and hosted on G2.com.

I dislike that when responding to a chat, if the person gets off the website, your message gets erased. Then when they jump back on your website, you have to restart typing that message from the beginning. It would be helpful if the message didn't get erased and we were able to continue the message as the customer jumped back on. Review collected by and hosted on G2.com.

We are better connecting with our customers and answering questions they may not be able to find the answers for. We are providing fast and reliable support through Zendesk Chat. We are improving our conversion rate with chat as we are able to quickly respond to any potential roadblocks in the sales process. Customers are happy with our high level of support and keep coming back when looking for products in our industry. Review collected by and hosted on G2.com.

There is nothing about the program that we dislike at this point in time. Review collected by and hosted on G2.com.

Great product at a great price point. Review collected by and hosted on G2.com.

Lead management, Appointments, Follow-Up reminders, communication logging, email and some sales automation Review collected by and hosted on G2.com.

Integration took a bit of time and deciding on the right customer health scores was a process in itself but once we got everything set up, we saw the benefits. Review collected by and hosted on G2.com.

Definitely worth a try if you have a saas. They have awesome support and can help guide you through the integration and setup process. Our main limitations came from our custom integrations. Review collected by and hosted on G2.com.

We switched to remote work and sharing info about clients became a time consuming process since we have multiple tools which store this information. With tools integrated in Custify, we now have a full 360 view across our clients. Support and CS teams can coordinate better and also sales teams can track customer health scores to track onboarding and clients ready to switch plans. Review collected by and hosted on G2.com.

We are frm the DACH region and I would like to have a german-speaking support for the software for our collegues. Or german-speaking webinar-videos for the usecases for all of this functions.

The second thing that I have missed was a pre-defined setup for a business, that is related to individuals instead of companies. It took a lot of initial affords to rearrange all the Account / Contact - Structure of the programm for using pipeliner as CRM for "human" clients meanly and not for company-accounts. Review collected by and hosted on G2.com.

Try it. It´s a very intuitive software. Review collected by and hosted on G2.com.

The customer-database ist totally clean since we use pipeliner. We have had so many Excel-Sheets, Access-Sheets and self created forms and files before. I don´t miss this time.

With more staff we cann easily manage processes and customer relations with pipeliner. Unfortunatly we don´t use the full power of all functions. But we are learning daily... :-) Review collected by and hosted on G2.com.

Instagram is difficult to use and videos don't work. I really hope they fix it, they originally said by the end of the year, but it's almost over and not quite ready yet. Zapier is an additional expense, but sort of works than before. HOWEVER this one issue does not ruin the great experience. Review collected by and hosted on G2.com.

Use the trial, and you will be hooked! Review collected by and hosted on G2.com.

It's a timesaving scheduler that really helps SEE everything that is scheduled at a glance. It helps that I can schedule out for the entire year, and see anything to help. The largest benefit has been saving the time. Review collected by and hosted on G2.com.

It's inefficiency to integrate Pinterest and new social media. Also we can't import the user profile data outside of it to do retargeting through facebook ads. Review collected by and hosted on G2.com.

You can use this tool if you want to scale up your Social media management. The only concern is its too expensive than other tools like Hootsuite Review collected by and hosted on G2.com.

We are a digital marketing service providers, so while using this app for our clients we found it hassle free, user friendly and one-point solution tool to implement. Review collected by and hosted on G2.com.