Salesforce Software

The email accounts. We have a generic account for leads which i manage, but I need to communicate with custoemrs via my own email frequently.

It wuld be useful have the option to add a second email account in this scenario, without upgrading the plan, so automations run from there, but my correspondence is from my account. Review collected by and hosted on G2.com.

We've not fully implemented, but already I know that Pipedrive will help vislibility of enquiries on a business level, and focus staff on the deals that need action as a priority. Review collected by and hosted on G2.com.

One of the disadvantages is the pricing for different editions. Not every kind of company can afford the license cost. The enterprise edition, for example, has several limitations which then require additional costs for more flexibility. Salesforce releases new features at such a fast pace that it's not always possible to keep up to date with them. Sales Cloud is very vast, and for someone to implement a complex use case, they need to know a lot, like customizable forecasts and revenue generation. Companies charge a lot to implement Sales Cloud if you are outsourcing to consulting firms. Review collected by and hosted on G2.com.

In our organization, we are utilizing Sales Cloud to handle the B2B onboarding process, which is currently a complex process. With robust process automation, we are able to streamline the entire sales process. This results in reduced manual intervention, tailored solutions for our process, easy-to-maintain CRM processes, and visibility into pipeline information. Review collected by and hosted on G2.com.

We have some issues integrating plugins like Salesmsg, but it has nothing to do with HubSpot Sales Hub itself. As a small business in the education industry, we need advanced automation and workflow features within our lower price package. We don't need more contacts but more capabilities to upgrade our efficiency. Review collected by and hosted on G2.com.

I use HubSpot Sales Hub for leads organization, deal management, revenue reporting, and sales pipeline analytics, making sales tasks less chaotic and enhancing our reporting processes. Review collected by and hosted on G2.com.

The only aspect I wish we could improve is leveraging the AI-driven forecasting in purchasing. Right now, due to market volatility and limited historical data, we can't fully rely on it yet. Some legacy staff struggled with the increased controls and structure, and the change management was tough for a few people. Otherwise, there are no major complaints—the implementation was the easiest I've ever done. Review collected by and hosted on G2.com.

The credit hold system allows us to control which orders go out for customers who are in arrears. Each month, we gather more data, which helps us gain greater visibility into customer buying habits over time. Review collected by and hosted on G2.com.

It takes a lot of time and effort from third parties to be implemented. A lot of trial and error to get processes refined Review collected by and hosted on G2.com.

It has really help with our financial and purchase order tracking Review collected by and hosted on G2.com.

Honestly, not a lot! I guess we could always say that it could be cheaper - but then the product would possible be worse.

We only have a requirement for 2 seats, but have to buy the option for 3 to allow the 2nd seat - perhaps a single seat increment would be more beneficial for SME sized businesses? Review collected by and hosted on G2.com.

monday is providing the single-source CRM we need as a business to keep visibility across all of our opportunities and the updated contact notes across these.

Previously, working from emails and notepads just wasn't cutting it. Review collected by and hosted on G2.com.

What I like less about the inbox is that it sometimes seems a bit confusing to me. Also, the loading times could be better in my opinion – here and there it takes a moment for everything to load completely. Review collected by and hosted on G2.com.

With Close, I reach potential customers much faster, and the AI optimization summarizes conversations while the Power Dialer facilitates quick calls. Review collected by and hosted on G2.com.

I think Sage Intacct could definitely improve its support system to make it better. I would also appreciate a better way to research and understand which products are easy to connect and how simple it is to make those connections. Besides, it would be helpful if it were easier to see and understand the roles created within Sage Intacct and how to access them. Review collected by and hosted on G2.com.

Sage Intacct streamlines financial processes, reduces manual work through automation, handles multi-entity consolidations, and integrates easily with CRM and bank systems. 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.

Rillet is clearly built for the modern finance stack, and it does that very well. If you're in GovCon and need a DCAA-approved accounting system, that's a specific niche it isn't yet designed for, which is worth knowing if you're in that space. For everything else, it covers the bases. Review collected by and hosted on G2.com.

Rillet has completely transformed what my team spends time on. What used to be data entry and manual reconciliation is now handled automatically, which has freed up real capacity to focus on more advanced, higher-value work. The AI takes care of the prep, which means we're spending our time reviewing and making decisions rather than building from scratch every month. Review collected by and hosted on G2.com.

There are many features, so it can take some time before you know your way around the platform. In the beginning, I had to spend some time finding where certain things were.

I also think some parts of the interface could be a bit simpler. It is not a big issue for me, but the learning curve is there. Review collected by and hosted on G2.com.

The main problem for me was keeping customer communication and follow-ups organized. When you have several leads running at the same time, it is easy to miss a follow-up or forget what was discussed earlier.

EngageBay gives us a better overview of this. The email tracking shows us how people are engaging with our emails, and the automations help with the routine follow-ups.

I especially find it useful that we can build an automation based on actions such as opening or clicking an email. This means we do not have to treat every lead in exactly the same way.

It has made our follow-up process more consistent and reduced some of the manual work. 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 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.

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.

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.

Because Joby packs an impressive amount of operational depth into a single platform—bringing together a full Twilio phone system, AI voice agents, map-based dispatch, and multi-tier subcontractor commission tracking—there can be a bit of a learning curve for team members coming from simpler, single-purpose apps.

Also, navigating telecom carrier requirements (such as A2P 10DLC registration for business messaging) involves a few upfront steps to get fully verified. That said, this is an industry-wide standard rather than a shortcoming of the software itself. Once the team gets through the initial onboarding, the day-to-day workflow quickly becomes second nature. Review collected by and hosted on G2.com.

Before using Joby, our biggest headache was a fragmented tech stack. We were forced to stitch together separate tools for our phone system, SMS marketing, lead pipeline, map dispatch, and invoicing. It was expensive and messy, and it caused leads to slip through the cracks. On the other end of the spectrum, when we looked at enterprise options like ServiceTitan, we were staring down a six-figure price tag and months of complex onboarding.

Here’s how Joby is benefiting us. With unified operations, having a native Twilio phone system, AI voice agents, and a full field service stack in one place has let us stop paying for redundant software subscriptions. For instant visibility, the single-pane-of-glass dashboard gives us immediate, real-time tracking of revenue trends, call volume, and our lead-status pipeline without having to dig through menus. We’re also seeing zero lost leads because the AI voice agents and power dialer handle after-hours inquiries and outbound lists smoothly, which helps keep our conversion rates high. Finally, subcontractor tracking has become effortless: managing multi-tier commissions and monitoring field performance—like our top-performing external partners—is now fully automated, saving our team hours of manual spreadsheet work every week. Review collected by and hosted on G2.com.

A few minor things. It's best on desktop - we've found it tough to maneuver on iPad and haven't even attempted phone yet, so if your team works on the go, that's something to know upfront. The reporting is plentiful, but there's a learning curve to figure out which reports actually serve your business best. And like most ERPs, learning which fields work for your workflow takes some trial and error - though there are plenty of custom field options to get you where you need to go.go. Review collected by and hosted on G2.com.

We were really struggling with inventory tracking - specifically, getting visibility into serial numbers on the outbound side with our 3PL. We shared the struggle with Xorosoft and they scoped and built out a solution with us. Now we have real systems in place to track inventory out in the world, which means we can service our customers faster and with more accuracy. As we scale, that kind of visibility is everything. Review collected by and hosted on G2.com.

Its high implementation complexity, rigid constraints on deep customization in the public edition, and substantial change management hurdles. Organizations adopting the platform frequently encounter specific pain points during deployment and daily operation. Review collected by and hosted on G2.com.

Data silos, slow batch processing, and high on-premise maintenance costs by unifying business operations into a real-time, cloud-based platform that boosts operational agility and decision speed. Review collected by and hosted on G2.com.

Digit is a newer entry to the space. It may not have the same depth that some other dinosaur platforms have, but they are constantly adding features and we haven't run into a situation where we couldn't do what we needed to with it. Review collected by and hosted on G2.com.

Digit is bringing together everything we need as a process manufacturer and really helping consolidate information into one place. This plus core accounting and you've got your back office. Review collected by and hosted on G2.com.

The main limitation I’ve experienced is that some advanced customization and automation capabilities can require more technical work or additional Zoho products. I would also like to see more flexibility in certain CRM functions and deeper native integrations. Overall, however, these limitations haven’t prevented us from building an effective workflow in Bigin. Review collected by and hosted on G2.com.

Bigin solves the problem of managing prospects and follow-ups manually. It gives us one place to manage contacts, deals, pipeline stages, calls, tasks, and customer interactions. This helps us stay organized, follow up with prospects on time, and have better visibility over the sales process. Review collected by and hosted on G2.com.