Salesforce Software

Honestly, there isn’t much to dislike, but the process of migrating from our old system was complex, especially consolidating customers from multiple databases. Integrating new acquisitions and handling multi-currency, multi-tenant setups required extra effort and some creative workarounds, but Acumatica’s flexibility helped us address these challenges. I’d also say that while AI features are promising, we’re still exploring their full potential. Review collected by and hosted on G2.com.

Scalability and flexibility are the biggest strengths for us. Because of features like attributes, we’ve been able to design the underlying data structure so it can live in both big and small buckets, depending on what we need. That makes it easy to add something like a brand attribute for a new product, and then have the data automatically flow throughout the data ecosystem we’ve created. Review collected by and hosted on G2.com.

What I slightly dislike about Agentforce Sales is that it can take some time for users to fully adopt it, especially on teams that aren’t very tech-savvy. Even though the platform offers a lot of features, many users may stick to the basics at first unless they get proper training and guidance. Another small drawback is the mobile experience: it’s good overall, but it isn’t always as smooth as the desktop version for more complex tasks such as detailed reporting or configuration. That said, these issues are fairly minor, and with solid onboarding and good usage practices, they don’t meaningfully reduce the platform’s overall value. Review collected by and hosted on G2.com.

Agentforce Sales addresses the common problem of disconnected sales processes and scattered customer data by bringing everything into one centralized platform.

Before using it, key sales information—like leads, follow-ups, emails, and deal status—can end up spread across spreadsheets, inboxes, or multiple tools. Agentforce Sales pulls all of that together into a single source of truth, making it much easier to track every interaction and each stage of the sales cycle in one place.

It also reduces manual, repetitive work. With automation for things like lead assignment, follow-up reminders, and status updates, there’s less need for constant manual intervention. That saves time and lets me focus more on higher-value tasks, such as engaging with customers and closing deals.

Another major issue it helps solve is limited visibility into the sales pipeline. With real-time dashboards and reports, I can clearly see deal progress, team performance, and future revenue forecasts, which supports faster and better decision-making.

On top of that, it strengthens team collaboration and accountability. Because activities are logged and visible to everyone, it’s easier to coordinate with teammates and make sure nothing falls through the cracks. Review collected by and hosted on G2.com.

At times, I find that HubSpot Sales Hub could offer more flexibility to fully adapt to some specific workflow needs. That said, the team has been very open to feedback, and I appreciate their willingness to communicate and suggest alternative solutions when limitations come up. Review collected by and hosted on G2.com.

HubSpot Sales Hub helps streamline and standardise our workflows, which has a direct impact on efficiency across the team. It is very easy to set up and share workflows, so everyone is aligned on processes and expectations. This is especially valuable for onboarding, as new hires can quickly get up to speed and start contributing almost from day one without a steep learning curve. Review collected by and hosted on G2.com.

We haven't explored features like custom calendars or AI responses because we want to keep things personalized for each customer's needs. Review collected by and hosted on G2.com.

Pipedrive helps us sort customers, determine their needs, and track their sales journey. It categorizes customers by price, product, and location, aiding in scheduling services and follow-ups. It allows us to store customer information and sort categories, which is crucial for tracking and future interactions. Review collected by and hosted on G2.com.

As a startup, if you add multiple modules that you do not end up using in the future, there's no way to remove them. If you remove them, you cannot lower the contract value. So I would start with what you actually need and then add on as you go. Don't buy into the bundle because if you don't need something in the future, you will be stuck with it forever, and the value of the contract will never go down. The initial setup was very difficult. We hired a consulting firm to do it for us, and they were terrible, which made the experience unpleasant. We paid for a whole year before we even went live. It's a very expensive product to go an entire year without using it. Review collected by and hosted on G2.com.

NetSuite tracks all our transactions and products sold. I've learned to create scripts for dashboards and data, which is helpful for seeing what is happening. Review collected by and hosted on G2.com.

The only thing that could be better is the workflows. I feel like we could automate a lot more tasks rather than having to use third-party sources like Zapier if the workflows were more comprehensive. Review collected by and hosted on G2.com.

I use Close for internal sales tracking and lead generation. It solves tracking issues, finds lost leads, converts them into deals, and reports overall revenue. It's integral to our operations, helping with appointment settings and ensuring no deals are missed. 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.

Lack of customization options in the dashboard can be a hassle for some users. All-in-all a great tool for all your business needs. Review collected by and hosted on G2.com.

I highly recommend using this business management platform. We were able to increase team collaboration and communication with its smart reporting and advanced analytics functionalities. Review collected by and hosted on G2.com.

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. Review collected by and hosted on G2.com.

There are a few things that could be better. Sometimes, the system feels a bit slow, especially when there are a lot of contacts. It's not a big issue, but it can get a little frustrating.

The email designs are okay, but I usually have to adjust them manually to make them look the way I want. Review collected by and hosted on G2.com.

Earlier, we were handling everything manually, sending emails, remembering to follow up, and keeping track of people. It was easy to miss things.

Now, once we setup the follow-ups the system takes care of sending emails on time. This has helped us stay more organized and consistent. It also saves time, because we don't have to keep checking who to email next.

Overall, it's been helpful for keeping things on track without adding too much extra work. Review collected by and hosted on G2.com.

For some business, there are too many options which maybe complex or too powerful for smaller company. Ths tool with help you company grw=p Review collected by and hosted on G2.com.

Having Accounting, CRM, website, third party channel management and more all integrated into one system to easy and awesome to deal with on a dailly basis. Review collected by and hosted on G2.com.

What I dislike most is the email builder. It’s clunky, hard to use, and not very intuitive.

Another thing I don’t like is the reporting system. The way it filters and displays metrics is difficult to understand and navigate. I’d prefer it to be more straightforward and focused on what matters, like email title effectiveness, open rate, and click-through rate.

Also, the campaign duplication feature could be improved. It would help if every duplicated campaign could be grouped into a single category so I can find them quickly, instead of ending up with an isolated copy each time. Review collected by and hosted on G2.com.

CRM and automations are the main features I value most. Review collected by and hosted on G2.com.

As great as all the integration is with Stok.ly, my only minor issue is the lack of integration with TikTok shop, meaning I have to manually place orders, which isn't the most detrimental issue in the world, however, it is a minor inconvenience Review collected by and hosted on G2.com.

I’m very pleased with Stock.ly overall. We moved from a very out-of-date system last year, and as soon as we implemented Stock.ly, it started streamlining the way our business operates. It brought our warehouse and brick-and-mortar shop together and helped squash many of the problems we’d been dealing with before. Review collected by and hosted on G2.com.

Prepaid expense module where you have a lot of issues because our accounting changes so regularly. Review collected by and hosted on G2.com.

Sage Intacct gives us more insight into our financial data, helping us manage multiple entities smoothly. It streamlines our processes, saving time and effort, and supports our growth as accountants. Review collected by and hosted on G2.com.

The software is ever evolving which is a challenge but it gives peace of mind that our challenges and suggestions are being heard and action is taking place. Review collected by and hosted on G2.com.

Fulcrum streamlines our quoting and order intake, managing the process from quote to invoice in one program. It helps build BOM and routing for estimating, converting quotes to orders, and tracking job costs and margins accurately. Review collected by and hosted on G2.com.

Xoro has tons of solutions for teams across all departments, which at times could lead the team to not look into external solutions for niche problems. Review collected by and hosted on G2.com.

They work with multiple clients and continue to adapt and refine modules as well as improve connections with existing and new 3rd party partners across wms, shipping, edi, etc. Review collected by and hosted on G2.com.

I noticed customization feels a bit limited when I try to make very specific changes, like adjusting layout or fields exactly the way I want. For normal daily use it works fine, but for more detailed control it can feel a little restricted. Also on mobile it works well for basic use, but sometimes checking or editing full details on a small screen feels a bit less comfortable, especially when there are more entries. Apart from these small points, it works smooth and supports regular work without any major issue. Review collected by and hosted on G2.com.

it help me solve the problem of managing patient details and follow ups in one place. Earlier I was keeping things in notes or messages, which was confusing and sometimes I miss follow up. Now with pipeline I can see clearly which patient is in which stage, so my work become more clear. It also help me reduce manual work because I can add tasks and set follow up reminders, so I don’t need to remember everything. This save time and make daily work more smooth.

All details like contact, notes and communication stay in one place, so I don’t have to check different apps again and again. It make my work more organized and easy to handle. Overall it help me manage follow ups better, avoid confusion and keep my daily work simple and under control. Review collected by and hosted on G2.com.

I don’t like that we can’t separate milestones or tracks by pipeline. They all show up no matter which pipeline I’m adding an opportunity to, which makes it harder to keep things organized. Review collected by and hosted on G2.com.

It helps us stay in regular contact with our customers and keep our workflow organized. We can create reports easily and retrieve information quickly when we need it. I also like the AI features, which give an overview of the contact we’ve had with any client. Review collected by and hosted on G2.com.

There are two versions of Ricochet360, and on the new, more colorful version, you cannot see the call history for one specific day. I'd like that to be improved because I need to send my numbers every day and see the exact number I did today. Review collected by and hosted on G2.com.

I meet my goal by calling prospects with Ricochet360, as it keeps everything, like call history, in one place. It's fast, never gets stuck, and helps with tasking, calling customers, and recording statuses properly. Review collected by and hosted on G2.com.

There isn’t much to complain about, though I have noticed that loading larger datasets can occasionally take a bit of time, but that's normal for any software! Review collected by and hosted on G2.com.

DualEntry helps us keep our project and financial records consistent between different systems. Before using it, we had to manually enter the same data in multiple places, which often led to errors or missing information. Now, everything updates automatically, so our job costs, invoices, and reports stay accurate and up to date. It saves us a lot of time and helps us avoid confusion between the office and the field. Overall, it’s made our workflow smoother and a lot more reliable. Review collected by and hosted on G2.com.

Honestly, not much. Any small challenges we’ve run into were quickly handled by their support team. It’s clear they care about continuously improving and supporting their customers. Review collected by and hosted on G2.com.

It’s helped us create a more structured, reliable process across our manufacturing floor. We’re spending less time double-checking data and more time focused on production and growth. It’s made a big difference in helping us scale confidently while keeping everything organized and consistent. Review collected by and hosted on G2.com.