Salesforce Software

What I dislike about Pipedrive is that some advanced features and customization options are limited to higher plans. The reporting could also be more flexible, especially when you need detailed sales analysis. Managing a large number of activities and leads can sometimes require additional customization. Review collected by and hosted on G2.com.

Pipedrive helps solve the challenge of managing a large number of leads, follow-ups, and ongoing deals in one place. It gives me a clear view of where each lead is in the sales process and helps me stay organized with follow-up activities. This saves time, improves lead management, and reduces the chances of missing potential opportunities. Review collected by and hosted on G2.com.

There are many features and configuration options which can be a little overwhelming initially. I sometimes need guidance to understand which fields, reports, or processes are relevant to my work. The platform becomes easier once I get familiar with the team's setup. Review collected by and hosted on G2.com.

It helps keep sales and marketing information organized and reduces dependency on separate spreadsheets for tracking prospects. I can see lead progress, follow-up activities, and customer information in one place. This makes it easier to coordinate with senior team members and understand which prospects or activities need attention. The lead tracking and activity management features are my favorites. I can check the current status of a lead, see previous activities, and understand what follow-up needs to happen next. The performance has been reliable for my daily activities such as checking leads, updating records, reviewing customer information, and monitoring sales tasks. Review collected by and hosted on G2.com.

The CRM still has to be maintained by the team, and if reps do not update activities or add information differently, report data will be less accurate. Certain reports and automation will require additional setup, especially when there are multiple steps in the sales process with rules to follow. Review collected by and hosted on G2.com.

If your team is taking hours of their weekly deal meetings, collecting deal update and notes, it's hard to get an accurate picture of how the pipeline is performing. The Hub Spot Sales Hub allows you to organize your deals, sales activities and follow-up activities into one place. Supports effective pipeline reviews. Allows sales managers to spot where deals are falling behind. Review collected by and hosted on G2.com.

What I would improve are the default reports. They are quite good for seeing how a pipeline is doing, but when I want to combine opportunities from several teams into a single dashboard, I have to spend more time organizing the boards and setting the filters correctly.

I would like there to be more report templates and a startup guide with an example of several pipelines. Something that teaches you which fields are best kept the same from the start and how to bring them to the same dashboard, because if you decide that only when you're asked for the report, you have to go back and rearrange what you've already set up. Review collected by and hosted on G2.com.

One of the problems I see most in pre-sales is that the team keeps opportunities in Excel, conversations in email or WhatsApp, and pending tasks elsewhere, so in a commercial meeting, part of the time ends up being used to ask what happened with each thing.

With monday CRM, I can show in a single pipeline which opportunities are still open, who is handling them, and what the next step is. In demos, I find it useful to quickly filter by stage or responsible party and open the details when someone asks about a particular case. Depending on the client, I can also propose integration with email, WhatsApp, or the ERP to avoid the team having to enter the same information twice.

To teach them how to use it, I find it effective to start with the journey of a lead until it becomes an opportunity, so the team understands how they would use it in their daily work. Once that flow is clear, I can show where AI really adds value, for example, with an agent that prepares a summary before a meeting, or with a Vibe app for a part of the process that the team wants to manage in their own way.

This helps me ground the conversation with the client because I can show them what manual work can be eliminated and what follow-up can be improved, making it easier to evaluate if the price makes sense for what they need. Review collected by and hosted on G2.com.

The user interface isn't very user-friendly or appealing, especially for those without a lot of experience with NetSuite or tech in general—it's pretty overwhelming. Additionally, the initial setup has been quite problematic for us. We're nearly three years into the implementation, and it's still not where we would like it. It's frustrating to depend on third-party implementation partners instead of having direct support from the NetSuite team. On top of this, the whole process is really costly, making the transition to NetSuite a significant lift for our team. Review collected by and hosted on G2.com.

NetSuite allows us to sell, ship, and fulfill on multiple platforms, track purchase orders, and monitor GL impact. Customization options such as scripting and custom fields make it adaptable to our workflows, enhancing our reporting capabilities. Review collected by and hosted on G2.com.

Some things in Acumatica take more steps than they really should, and troubleshooting errors can be frustrating when the messages aren’t clear. We’ve also run into situations where something works in the browser but not in the mobile app, which makes the experience feel inconsistent. I’d like to see a more consistent experience overall, along with clearer guidance on what went wrong and how to fix it when issues come up. Review collected by and hosted on G2.com.

Acumatica helps us keep our inventory, purchasing, and service information in one place, so we spend less time chasing updates or comparing records across systems. It gives our team a clearer view of what’s in stock, what’s on order, and what still needs attention. As a result, it’s easier to coordinate between departments, stay aligned, and keep work moving without unnecessary back-and-forth. Review collected by and hosted on G2.com.

When a lead has multiple contacts, the main contact may not have a phone but another contact in there has a phone and it shows as no phone. This is very situational but has been a bit tedious to realize I missed a lead that has a number. Review collected by and hosted on G2.com.

Allows me to call many leads, have it be organized, be able to see from previous peoples calls and emails the situation for a specific lead and best prepare myself before calling. The integrations of the emails showing up in close is a major point of ease of use. Review collected by and hosted on G2.com.

I see lag time when trying to load large lists. For example, list of recent vendors... it takes time for all the options to load, and being web-based if you have a slower connection, it really takes longer than server based.

Like each program, it has its quarks. Reporting could always use upgrades and the dimensions you use to define reports and fields could be more grand. Review collected by and hosted on G2.com.

It’s modern and flows so much better than 300. Paying bills is a breeze, and cutting checks is much easier too—fewer clicks, with a process that finally makes logical sense. The ability to upload an attachment is really helpful because when you search the payable, you can see the backup instantly. I also like that the payable header includes an attractive banner showing how it was paid, when it was paid, and the trace #.

I also like how reconciliations flow. Once you click and “match” an item, you can filter it out so it’s no longer an option. This has saved hours of searching for a single transaction, since you can search by payee, method of payment, or transaction amount.

Reporting was always an issue in Sage 300. Here, you can pretty much create any report you want as long as the dimensions are available. You can also automate reports so you don’t have to run them every month or for every project—you can literally set it and forget it. Review collected by and hosted on G2.com.

The biggest frustrations I run into with EngageBay all tie back to the strict ISO 9001 traceability and batch-tracking requirements we need as a UK electronics manufacturer. It works well for basic CRM and support workflows, but it was clearly not built with manufacturing quality engineers and corrective action processes front of mind, and those gaps create real audit headaches for our team.

The first major limitation is its rigid custom reporting engine. While you can build simple dashboards for sales conversion and ticket volume, it cannot run layered cross-object reports that join serial numbers, batch codes, non-conformance tickets, supplier records and CAPA status together. Last quarter, our production team spotted a recurring solder joint failure linked to a specific batch of resistors from one component vendor. I needed to pull every customer complaint, test result and follow-up action tied to that batch number for our UKAS audit. Instead of generating a single filtered report, I had to export three separate CSV files from deals, tickets and contact records, then manually cross-reference them in Excel. That took me almost four hours, and there was a real risk I’d miss a linked customer case, which would leave us non-compliant during ISO surveillance audits. The built-in filters don’t support multi-level grouping around manufacturing identifiers like batch or part numbers, which is a showstopper for quality trend analysis.

I’m also disappointed by the shallow, limited admin change log. ISO 9001 mandates that we track who modified quality records, what was altered, and when the change happened. Right now, EngageBay only logs high-level events such as “deal updated”, with no before-and-after snapshot of custom field values. If one of my junior quality technicians accidentally edits the root-cause field on an open 8D non-conformance record, there is no way to pull an immutable audit trail of the original entry. We once had a near-miss where a supplier’s RoHS compliance document link was overwritten, and we had zero native way to prove what the original attachment had been. We’ve had to add an extra manual logging spreadsheet just to cover this gap, which adds redundant admin and breaks our single source of truth for quality records.

Third, the native integration ecosystem falls short for our manufacturing stack. We run a dedicated QMS platform for controlled documents, production travelers and CE marking technical files, but there is no pre-built connector between EngageBay and our QMS. The API is functional but narrow; it does not support bulk sync of batch and serial metadata back and forth. When we close out a corrective action in EngageBay, we cannot automatically push that sign-off status into our QMS to update the linked batch release record. Instead, our quality team manually duplicates updates across both systems, which creates opportunity for human error and version mismatch. This also slows our ability to lock batches or flag suspect stock when a customer complaint surfaces.

I also find the bulk import and deduplication logic unreliable for supplier data. We regularly onboard dozens of new component vendors and need to import structured records with part numbers, material declarations and test certificates. If two imported rows share a similar company name but different contact or batch data, EngageBay often merges them incorrectly, wiping out critical compliance documentation. We now have to clean every CSV in a separate validation sheet before import, which adds another layer of work for our procurement and quality admin.

My core recommendations would target manufacturing and regulated quality use cases specifically. First, expand the report builder to support cross-object joins and grouping by custom alphanumeric identifiers such as batch, serial and part numbers, so we can build CAPA and non-conformance trend reports natively. Second, enhance the activity audit log to store field change snapshots, so every edit to quality records is fully reconstructible for ISO auditors. Third, expand the API schema and build certified connectors for mainstream manufacturing QMS platforms, to support two-way sync of corrective action and batch status data. Finally, refine bulk import deduplication rules to give granular control over which fields trigger matches, rather than relying on loose company-name matching. These updates would not turn EngageBay into a full QMS, but they would close the compliance gaps that currently stop it from being a fully trusted tool for regulated UK electronics manufacturing teams like ours. Review collected by and hosted on G2.com.

We struggled with disconnected customer feedback, scattered supplier communications, and no single shared record trail for our non-conformance and CAPA workflows, but now we can log, route, and track every quality complaint and vendor compliance request within one unified platform, which has resulted in us cutting the time we spend compiling audit evidence by roughly 55% and reducing missed follow-ups on critical component compliance documentation.

Before EngageBay, our UK electronics manufacturing site ran customer quality feedback on a messy mix of standalone Outlook email threads, shared Excel trackers, and hand-filled CAPA forms stored on our network drive. When an OEM customer reported a product defect or flagged a CE marking documentation gap, the complaint would land in our sales inbox first. Sales would forward it to our quality team, we’d manually create a new corrective action log, then chase the procurement team for supplier test data separately. Information got siloed very easily. A single non-conformance case might span four or five different files, and if a team member was off sick or rotated off the project, critical context would disappear. We also had no automated reminders for chasing suppliers for RoHS declarations and batch test certificates. It was common for these requests to slip for weeks, putting our ISO 9001 surveillance audits and CE product approvals at risk. On average, our quality team spent around six hours each week just copying, reconciling, and cross-checking these records instead of running shop-floor defect analysis and lean improvement activities.

EngageBay solved that fragmentation for our customer and supplier-facing quality workflows. We built custom deal stages mapped directly to our 8D corrective-action process: non-conformance intake, containment action, root cause investigation, corrective action implementation, verification, and formal closure. When our sales team receives a customer complaint, they create a new deal record in EngageBay, tag the relevant production batch number, attach photos of the failure, test results and customer correspondence, and assign the ticket straight to our quality team. We built reusable email sequences for recurring follow-ups, like chasing vendors for updated material compliance certificates, so those routine nudges go out automatically without manual calendar prompts.

The integrated service ticketing system is equally useful. Smaller quality enquiries from our customers turn into tickets tied directly to their company record and open orders, so we can quickly pull up past complaints and check whether this is a recurring failure pattern. All emails, notes, attachments and status updates live permanently attached to that one record. We don’t need to hunt through archived email chains anymore. For example, last month we had a repeat issue with poor connector crimping coming from one of our sub-component suppliers. We pulled up every open and closed deal linked to that supplier within EngageBay in minutes, identified three separate customer reports linked to the same component batch, and triggered containment before more finished goods shipped out. That avoided a costly full product recall and preserved our customer relationship.

I want to be clear that EngageBay does not replace our dedicated QMS system for controlled technical files and formal ISO document approvals. It is not built to manage our full production traveler or batch release sign-offs. But it fills the vital gap between frontline communications and our formal quality system. It gives every stakeholder from sales, procurement and quality one shared view of customer complaints and supplier compliance requests. Since rolling it out, our overdue vendor document follow-ups have dropped by more than half, and our auditors have commented that our customer feedback evidence pack is far easier to assemble during UKAS audits. The biggest win for me personally is that it frees up my engineering hours to focus on process improvements that actually reduce defects on our production line, rather than endless administrative record chasing. Review collected by and hosted on G2.com.

sometimes it is having some issue while entering the time sometimes the error that we cant fix. improve the loading time Review collected by and hosted on G2.com.

Human capital management, or HCM, is one module that we got hooked on. The employee self-service portal makes our employees more than content. Similarly, in our customer-facing business, an excellent CRM helped our sales, marketing, and after-sales teams align their interests with customers, making them our loyal ambassadors. Review collected by and hosted on G2.com.

I use ePROMIS ERP for entering employees' timesheets. It's easy to understand and use, requiring minimal training. Review collected by and hosted on G2.com.

Some parts of Stok.ly can feel a bit overcomplicated, and they take longer to learn than they probably need to. There are also a few workflows where small tweaks could save a lot of clicks and make day-to-day tasks much quicker.

We’ve come across a few bugs too, especially during the initial setup. On the plus side, the team is responsive when we raise issues and is willing to look at ways to improve the system. Review collected by and hosted on G2.com.

The main problem Stok.ly solves for us is keeping control of stock across multiple stores and our warehouse. Previously, a lot of this relied on spreadsheets, separate systems, and a fair amount of manual work.

Now we have a single place to see what stock we have, where it is, what’s selling, and what needs ordering or moving between locations. It’s made purchasing, transfers, and day-to-day stock management much easier and, most importantly, it gives us better information to base decisions on. Review collected by and hosted on G2.com.

For some businesses, there are too many options which may be complex or too powerful for smaller companies. This tool will help your company grow. Review collected by and hosted on G2.com.

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

The invoicing feature needs more search options to make it easier to locate specific invoices, and it would also help to have a way to link invoices to packing lists. Review collected by and hosted on G2.com.

It is helping scale our company by leveraging the knowledge of veterans and making that knowledge accessible. Fulcrum feels like a touchstone for developing future leaders in manufacturing. Review collected by and hosted on G2.com.

Rillet is a newer system and works differently from the legacy ERPs you may be used to, so there’s a slight learning curve. The UI, and how intuitive the product is, make that adjustment much easier. Review collected by and hosted on G2.com.

Rillet solves the problem of needing a database administrator to run complex custom queries and scripts just to keep your ERP running. In our short time as a customer, we’ve raised potential roadblocks with our CS team, who bring them back to their development team, and within weeks we’ve seen a new feature roll out that addresses our need. They’ve been a partner in the true sense of the word. Review collected by and hosted on G2.com.

Sometimes it takes time to charge it maybe due to our poor connection in some sites where we need to give support to GE Vernova customers so this might be independent from the software but it can become a bottleneck Review collected by and hosted on G2.com.

In offshore wind services at GE Vernova, SAP S/4HANA Cloud helps improve visibility and coordination across service operations, particularly when managing spare parts, service activities, costs, and information across different teams. Having data in a more centralized and consistent system makes it easier to track information, reduce manual follow-ups, and make informed decisions. For me, this supports more efficient troubleshooting, better coordination between engineering, supply chain, and field teams, and ultimately helps improve turbine reliability and service delivery. Review collected by and hosted on G2.com.

CRMOne could further improve its user experience by making advanced customization options more intuitive and providing additional step-by-step guidance. Simplifying workflow configuration and offering more detailed documentation would make it easier for new users to get started. Review collected by and hosted on G2.com.

CrmOne allows it to expand in tandem with our business, making it a worthwhile long-term investment. 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.

Nothing as of now. Its working as per our expectations Review collected by and hosted on G2.com.

Our experience with Happsales Lead mgt is very much easy. It helps tracking activities, fields are aligned with our requirements and easy to navigate. Dashboards, reports very much insightful. Overall, great UI without much complexity. Review collected by and hosted on G2.com.

My only draw back is some of the loading screens can take longer to load as volume or orders/transactions increase. The reporting can also be a bit limiting, but a simple ticket to them will get you all the fields you need added. Review collected by and hosted on G2.com.

XoroERP is coming out 1 stop shop for all our financial and inventory data making reporting easier now that we have 1 source of truth. Review collected by and hosted on G2.com.

Ohanafy's native sales pipeline functionality is quite limited for our agency‑style multi‑stage sales cycles covering initial inquiry, discovery call, proposal review, contract negotiation and onboarding kickoff. It does not offer enough configurable pipeline stages out of the box, forcing us to lean heavily on custom tags to track deal progress. Unfortunately, tags cannot feed into real pipeline forecasting reports. During our busy fall sales quarter, our sales team could not get a consolidated visual view of all active opportunities. We had to export raw contact data every week and build manual spreadsheets for forecasting, which burned several hours of our team’s time week over week. Bulk CSV importing is also a consistent headache. When we migrated our combined client‑vendor dataset over from Clarify CRM, we hit tag‑field misalignment that generated dozens of partial duplicate contact records. There is no import preview feature, so we could not spot mapping mistakes before data was written into the system. I spent nearly half a workday manually cleaning up hundreds of messed‑up records. The lack of native webhook support makes things harder still. Whenever client retainer status or assigned vendor changes inside Ohanafy, those updates cannot auto‑push to our other tools. Earlier this year, we updated retainer status for about fifteen clients, and those changes never synced out. Our Zigpoll survey tool kept sending outdated follow‑up sequences, and I had to manually cross‑check and correct records across platforms. The initial setup was far more complex than anticipated; we built all custom tags and relationship‑link logic completely from scratch, with no agency‑ready templates. Since we don’t have a dedicated CRM administrator, all data cleanup and troubleshooting lands on me, making import failures and mapping errors extra disruptive to our daily workflow. Review collected by and hosted on G2.com.

Before we adopted Ohanafy, our client and vendor data was badly siloed across Clarify CRM, FileCloud, and various offline spreadsheets. Sales held lead data in the old CRM, account managers stored client notes in private spreadsheets, and project teams kept freelance vendor contacts inside our cloud storage. Team members wasted large amounts of time hunting for basic background information whenever account hand‑offs happened. We had a real‑world incident last summer: a senior account manager took unexpected leave, and critical context for multiple active brand clients plus their preferred freelance vendors only existed inside their personal spreadsheets. Our team lacked complete records for days, and we nearly missed a key creative deliverable deadline for one of our important clients. That messy situation was a major wake‑up call for us. We use Ohanafy to centralize client and vendor data in one shared workspace, drastically cutting down time spent digging for scattered details and lowering miscommunication risks during staff transitions. Sales, account management and project delivery all work off the same shared records now. When an account hand‑off occurs, new team members can review client history and linked vendor profiles directly inside Ohanafy. Even so, we still have to stay vigilant. As I saw during our CSV migration, bad imports can create duplicates and corrupted records. I also learned the hard way that without webhook syncs, status changes stay trapped inside Ohanafy. After one status update batch, mismatched data caused our Zigpoll survey responses to get paired to wrong client profiles, requiring manual cross‑reference fixes. It solves our core data‑fragmentation pain point well, but we still need regular manual validation to keep our cross‑system data consistent and avoid costly missteps for our client projects. Review collected by and hosted on G2.com.