Customer Experience Software

It would be ideal if the other participants in the meeting do not know that i am using a note taking tool. If that anonymity can ve maintained, will be good. Review collected by and hosted on G2.com.

Fathom records and transcribes meetings automatically, making it easy to recall discussions without rewatching. This speeds up decision-making. Seamless integration with Zoom and Google Meet ensures no steps are missed, even if I'm late, and eliminates filler words, delivering a clear meeting context. Review collected by and hosted on G2.com.

They are still working on user-driven custom reporting. Review collected by and hosted on G2.com.

We use Birdeye to manage more than 4,000 healthcare locations and providers. Birdeye's ability to push location data to Google, Apple Maps, etc, as well as pull in customer reviews across all those entities, allow us to manage everything in a single dashboard. Trying to manage all this without that is madness. Birdeye's integrated AI tools are also helping us understand how our locations and providers are showing up in AI search engines and how we can improve our visibility, reputation, and rankings to better serve our patients. Review collected by and hosted on G2.com.

There is no dark mode which makes my eyes hurt. It’s so frustrating. The Instagram story reporting also was buggy for months and was giving us totally inaccurate numbers and I had to spend hours manually counting everything myself. When the reporting didn’t work, the customer service team offered account credits but nothing else as a way to make good on the fact that the data wasn’t usable. Too expensive for an app that crashes all the time. Review collected by and hosted on G2.com.

It prevents me from drowning in Facebook and LinkedIn posts every day. I schedule a bunch of things Monday and then I usually ignore them the rest of the week. The reporting is easy to export to show my boss that I’m actually working. Also helps me from missing random DMs. Review collected by and hosted on G2.com.

I don't like that if I sort my blogs and open one the go back, I have to resort the list all over again. It doesn't remember that I only wanted to see published posts or whatever. Super annoying and time consuming.

I also wish it was easier to upload social media images directly into a defined folder not just a general open folder with every other image that is uploaded.

I don't know coding. I wish it was easier to create/build the webpages. Things like rounded corner boxes are extremely difficult. Also, even though I have certain fonts used on every page, when I add a new text field, that font is not available in the list. Review collected by and hosted on G2.com.

It is a product that pretty much does it all. Review collected by and hosted on G2.com.

I like being able to post to several social media companies all from one spot. I also like using a program that does more than just social media. Review collected by and hosted on G2.com.

The integration with our legacy Salesforce setup required customized support modifications. There is also a requirement for stronger offline capabilities for the mobile application when traveling. Other than this, the product is great. Review collected by and hosted on G2.com.

The details in the analysis uncover previous hidden signals associated with buyer intent and deal health that have negatively impacted the length of our sales cycles. With this newfound data, we are now able to move our sales cycle duration down about 50 days per deal and increase our win rate by about 25%. The information also provides our reps with clear and actionable coaching resources. Review collected by and hosted on G2.com.

While the reporting features could offer a bit more customization, the overall experience is smooth. Review collected by and hosted on G2.com.

This tool enables us to focus on accounts that show the highest risk signals, allowing for more efficient outreach and quicker intervention. Review collected by and hosted on G2.com.

We have mentioned to our account managers that we would Insider to expand their Web templates selection as well as making the template builder /Onsite Experiment module to be a bit more intuitive i.e. Someone with 0 or Little knowledge of coding should be able to easily create a web template. Review collected by and hosted on G2.com.

Insider is helping us integrate our CRM Data with our Email & SMS marketing function whilst providing us with user interaction data and audience segmentation which was proving to be difficult in the past. Additionally, Insider has been extremely useful in creating web templates and experiments for us to conduct A/B tests on our landing pages. This has been extremely helpful and insightful during our peak seasons to capitalise on the increased number of users on our clients website. Review collected by and hosted on G2.com.

While Salesforce Sales Cloud is extremely powerful, the platform can feel complex, especially for new users. Without proper training and governance, data entry can become inconsistent, which impacts reporting accuracy.

Customization, while a strength, can also become overwhelming. Over-customization sometimes leads to cluttered layouts and fields that are not actively used, affecting usability.

Additionally, reporting can require advanced configuration to get exactly what you need, and performance can occasionally slow down when handling large volumes of data.

Overall, these challenges are manageable with strong internal processes, but improvements in user simplicity and streamlined reporting would enhance the experience further. Review collected by and hosted on G2.com.

Salesforce Sales Cloud solves the problem of scattered customer data and lack of pipeline visibility. It centralizes all account, contact, opportunity, and activity information into one structured system, eliminating reliance on spreadsheets or disconnected tools.

It also solves forecasting and accountability challenges. With clear opportunity stages, ownership tracking, and real-time dashboards, leadership can accurately monitor pipeline health and revenue projections.

For us, this means better sales discipline, improved data accuracy, stronger alignment between marketing and sales, and more predictable revenue outcomes. It has significantly improved transparency, reporting efficiency, and overall operational control. Review collected by and hosted on G2.com.

The Catch:

The “Salesforce Tax”: It’s expensive, and nearly every “cool” AI feature comes as a pricey add-on that can quickly inflate your monthly bill.

Complexity: This isn’t “plug-and-play.” In practice, you’ll usually need a dedicated admin or a consultant to keep everything running smoothly.

Bloat: The interface is undeniably powerful, but it’s also heavy. It can feel “click-heavy,” and it may run slowly on older hardware.

The Bottom Line: It’s a great fit for large companies that need to scale complex support operations, but for smaller or simpler teams it can easily become “expensive overkill.” Review collected by and hosted on G2.com.

Salesforce Service Cloud eases the headache of fragmented customer data and manual, slow-moving support workflows by bringing every communication channel together into a single “source of truth.” This gives you a true 360-degree view of your customers, so your team can deliver personalized help right away instead of losing time digging through old emails or jumping between disconnected systems. With AI-driven automation and self-service portals, the platform reduces repetitive “busy work” and automatically routes more complex cases to the right experts. In the end, it helps shift your support team from a reactive function to a faster, more efficient operation—leading to quicker resolutions, lower overhead costs, and stronger customer loyalty. Review collected by and hosted on G2.com.

If I had to pick a downside, it can feel a bit heavy at times. There’s a lot of data and features, which is powerful, but it can be overwhelming for new users and takes some ramp-up to use really well. Also, the UI and alerts can sometimes surface too much information, so you have to be intentional about tuning it to what actually matters. Review collected by and hosted on G2.com.

Gong solves the problem of limited visibility into real customer conversations. Instead of relying on secondhand notes, subjective deal updates, or gut feel, it captures what actually happens in calls and turns that into insights teams can trust.

That benefits me by:

Making feedback and coaching more objective and specific

Helping identify deal risks and opportunities earlier, based on real signals

Reducing misalignment between sales, CS, and leadership since everyone can reference the same source of truth

Saving time by surfacing key moments, trends, and patterns without needing to sit through full calls Review collected by and hosted on G2.com.

There have been some glitches along the way with spam filters and clients profiles being overwritten due to some updates that have affected the way we use HubSpot but our on-boarding partner Blue frog has always been there to help and provide assistance and communicate our needs with HubSpot. Review collected by and hosted on G2.com.

HubSpot allows us to work more efficiently; tasks that used to be done manually are now handled automatically. We can also provide dashboards for decision-makers that present more data visually, without needing to rely on extra applications. Review collected by and hosted on G2.com.

The least helpful aspect can be unused credits don't roll over, they expire at the end of each billing cycle so if you don't use them you lose them entirely Review collected by and hosted on G2.com.

Apollo.io helps me reach the right prospects with accurate data and avoid wasted effort. Its advanced filters let me narrow down to the exact decision-makers who match my Ideal Customer Profile, based on role, seniority, company size, industry, and other signals. That way, I’m not randomly reaching out—I’m targeting buyers who actually matter. If I already have a list of accounts, the import feature enriches those companies by identifying the right contacts within them. On top of that, live email verification checks whether an email address is valid before I send, which reduces bounce rates and helps protect my domain reputation. Review collected by and hosted on G2.com.

- Reporting limitations: The built‑in analytics can feel restrictive, and deeper insights often require Zoho Analytics as an add‑on.

- Mobile app performance: The mobile experience isn’t as smooth or feature‑rich as the desktop version. Review collected by and hosted on G2.com.

Zoho Desk helps centralize and streamline all customer support interactions, which used to be scattered across email, chat, and phone. By bringing everything into one platform, it eliminates missed messages and makes it much easier to track the full history of each customer conversation.

It also solves the problem of manual, repetitive work. Automation rules, SLAs, and workflows ensure tickets are routed correctly, follow-ups happen on time, and agents can focus on actual problem‑solving instead of administrative tasks. Review collected by and hosted on G2.com.

from an HR point of view, instantly does not have many HR specific features like candidate tagging or recruitment pipeline tracking, we still need to manage candidate status in our ATS or spreadsheets, also reporting is basic, and for detailed analysis , data export is required. Review collected by and hosted on G2.com.

earlier, we were sending interview emails manually from Gmail ,which was time consuming and inconsistent, follow ups were often missed and tracking replies was difficult. instantly solved this by centralizing email outreach , now interview invites, reminders and follow ups are automated, this saves a lot of manual efforts and ensures timely communication with candidate, it also improved our employer branding because communicatio became more professional and structured. it helped the HR team manage high volume hiring more efficiently, recruiters can focus more on screening and interviews instead of sending repetitive emails. campaign perfromance data also helps us understand which subject lines or email content work better with candidates. Review collected by and hosted on G2.com.

Occasionally, platform updates cause brief interruptions or minor glitches. While these are usually fixed quickly, they can temporarily disrupt workflow. Some users might find the initial training of AI agents time-consuming as it requires detailed input for best results. Review collected by and hosted on G2.com.

It automates repetitive customer interactions and data management, freeing me to focus on creative strategies and higher-value work, improving overall productivity. Review collected by and hosted on G2.com.

I think nowadays it's very easy for Pipedrive to duplicate activities that don't need to be duplicated, according to the automations that are created. For example, when I mark an opportunity as lost, it will Review collected by and hosted on G2.com.

Pipedrive solves organization and configuration problems of my day, helps set priorities, ensures I don't lose important information, and organizes what I need to do and when. Additionally, having an integrated schedule Review collected by and hosted on G2.com.

The initial setup requires some time, especially for teams that are new to CRM tools Review collected by and hosted on G2.com.

Before using CRMOne, we relied heavily on spreadsheets and disconnected tools, which led to duplicate data, missed follow-ups, and limited visibility into our sales pipeline. Review collected by and hosted on G2.com.

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

Earlier in my daily work, I used to keep enquiry details in my phone notes or try to remember follow-ups in my head. On busy clinic days, a few things would slip through, and I had to double-check messages again and again. With Close, I can quickly see who contacted me, what we discussed earlier, and what I still need to do next, all on one screen. This reduces back-and-forth and saves time during the day. It also helps me keep a simple history of patient communication, so when someone messages again after a few days, I don’t start from zero. At last, it makes handling enquiries feel less messy and more controlled. It gives me a clearer view of pending work without adding extra steps. Review collected by and hosted on G2.com.

What I don’t like about SurveyMonkey is that many advanced features—such as deeper analytics, logic controls, and export options—are locked behind higher-priced plans. Because of this, the free and lower-tier versions can feel quite limiting if you need more detailed insights. Also, while the interface is easy to use, the design and branding customization options are fairly limited, which can be a downside for teams that want surveys to look more tailored or visually distinctive. Review collected by and hosted on G2.com.

SurveyMonkey solves the problem of collecting structured feedback quickly and at scale. Instead of relying on informal feedback or manual data gathering, it provides a reliable way to design surveys, reach the right audience, and analyze responses efficiently. For me, that means saving time, improving data quality and consistency, and turning feedback into clear, actionable insights. It’s especially helpful for understanding customer sentiment, measuring performance, and validating ideas with real input rather than assumptions. Review collected by and hosted on G2.com.

Nothing at this stage, very happy with the platform and see the value in it. Review collected by and hosted on G2.com.

I use Resonate CX to get real-time feedback from clients, which helps reduce manual and time-consuming processes. It aids in development by highlighting improvement areas and supports renewal conversations by identifying client concerns. Review collected by and hosted on G2.com.