Salesforce Software

Definitely not "plug and play", formal training is necessary and the system will take time to learn. Review collected by and hosted on G2.com.

Accurate reporting and an efficient system. Review collected by and hosted on G2.com.

What I dislike about Salesforce Sales Cloud is that it can feel complex and overwhelming, especially for new users. The initial setup and customization can take a lot of time and often require a fair amount of expertise. On top of that, the licensing costs can be high for small businesses. With so many features available, the interface can also end up feeling cluttered and less intuitive than I’d like. Review collected by and hosted on G2.com.

Salesforce Sales Cloud addresses the issue of scattered customer and sales data by consolidating everything into one centralized system. It lets me track leads, opportunities, and customer interactions in real time. This gives me clearer visibility into the pipeline, cuts down on manual work through automation, and supports faster, data-driven decisions. Overall, it saves time, boosts productivity, and makes the entire sales process more organized and efficient to manage. Review collected by and hosted on G2.com.

To be honest, support and sales are not always well-trained on the actual capabilities of the platform.

There were many times that we called and asked for a solution, and the answer was either completely irrelevant, a cold “No, it’s not possible,” or a push toward another package that did not really fit our needs.

What was frustrating is that after a bit of struggle and our own investigation, we often found that there actually was a decent solution already built, or at least something clearly prepared and thought through by the HubSpot design team.

For example, as a landscaping company, we really wanted to run the business in an address-oriented way. At first, it seemed like that was not possible. I spoke with sales multiple times, and there was no obvious solution presented to us. In the end, we did our own due diligence, realized that upgrading to Sales Enterprise would give us access to custom objects, and basically sold the higher package to ourselves because it was actually the logical solution for our business.

So in that case, we were the ones acting like the knowledgeable salesperson, understanding the platform well enough to justify the higher price tier because it truly solved our problem.

And you know what the next pitch was after that? Marketing Enterprise! Which is completely irrelevant to us at our current stage.

In summary, I think it would help a lot if sales and support had a deeper understanding of the actual capabilities across the platform. They should try to put themselves in our shoes and tailor a real solution to our business, instead of just blindly offering more packages and trying to maximize the contract value without really considering what we need.

It should feel more like dealing with us as a B2B business with specific operational needs, not like a B2C retail sales process.

Also, on the product side, I wish the UI were a bit more customizable. For example, it would be nice to rearrange custom object cards more freely, customize CRM ribbon icons, and generally have a bit more flexibility in how pages are structured visually.

And please stop sending reminder emails to deactivated users. There was a reason behind those deactivations!

Overall, considering everything, you are doing a lot of things well, and I appreciate the work. Please keep it up. Review collected by and hosted on G2.com.

It is a reliable database! which means everything. Also, we are trying to connect all of our other software to it and make it a true Hub! Review collected by and hosted on G2.com.

I don't think there's anything that doesn't work well on Pipedrive. Probably the link with the calendar. I remember there was a time I deleted a task on Pipedrive and it also deleted my calendar event. Although I was able to restore it, maybe there could be a warning before doing that. Review collected by and hosted on G2.com.

I find Pipedrive practical, with a clean interface and simple drag-and-drop feature that makes deal management easy and intuitive, saving time. It's less complicated than other CRMs like Salesforce. Review collected by and hosted on G2.com.

There is a lack of organization and explanation regarding invoicing. Review collected by and hosted on G2.com.

NetSuite is solving several operational challenges by providing an integrated platform for managing various business processes.

Order Management – It streamlines order processing, ensuring accuracy and efficiency in managing customer and dealer orders.

Invoicing & Payments – Automates invoice generation and payment processing, reducing manual errors and improving financial accuracy.

Inventory & Listing Management – Helps track stock levels, manage product listings, and prevent pricing discrepancies across different sales channels.

Deduction & Chargeback Handling – Facilitates tracking and resolution of deductions, chargebacks, and compliance issues, minimizing financial losses.

Reporting & Analytics – Provides real-time insights into sales, inventory, and financials, enabling better decision-making.

Tax Compliance – Ensures proper tax calculations and compliance based on different state and regional requirements.

By centralizing these processes, NetSuite increases efficiency, reduces errors, and enhances overall operational visibility. 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.

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.

The tool has constantly improved, what I don't like is that for changing the payment card you have to wait and there's no option for immediate payment. They do provide support, in your language, but I hope they soon add the option to load or change your card and be able to pay now, which would be a plus, while keeping the automatic processing option, just adding the pay now option. Review collected by and hosted on G2.com.

more diffusion of the tool is needed, I had already heard about it but what I have seen is that business owners or independent entrepreneurs would find the tool useful for their meta ads campaigns and for them to know that they can achieve the benefits, or come up with a basic plan especially for potential client forms on meta and lead automation via email. if they communicate that, there is a better business opportunity, although with limited functions they can attract clients who pay with a subscription like Canva. 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.

It took me some time to get familiar with setting up workflows and organizing data in the beginning. A few sections of the dashboard felt a bit cluttered at first, but after using it regularly, it became much easier to navigate and manage. Review collected by and hosted on G2.com.

It helps me organize communication with multiple contacts in one place, which reduces the need for manual tracking. Instead of keeping notes separately, I can rely on the system to store interaction history and reminders. This makes it easier to stay on top of follow-ups and keeps my work more structured throughout the day. 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.

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.

Like most ERPs, there is a significant learning curve. Success really depends on the quality of training and how disciplined the company is about keeping data clean. The onboarding phase requires a lot of focus and coordination. If a company isn’t fully engaged during this time, it can limit how effectively the system is set up for long-term success. Review collected by and hosted on G2.com.

Before Fulcrum, information may have been scattered across spreadsheets, paper travelers, or legacy ERP systems. Fulcrum centralizes everything into one platform, reducing duplicate data entry and errors. Fulcrum helps us better manage work orders, scheduling, and capacity planning. This ensures we know where each job is in the process and can adjust quickly if priorities change. Review collected by and hosted on G2.com.

Automation is solid for simple follow-up tracks, but more advanced workflow rules are clunky or just not available. Things like auto-assigning deals based on source or triggering updates across related records take extra steps or aren’t possible natively. Review collected by and hosted on G2.com.

Capsule CRM centralizes all client data and interactions, giving my team context for client conversations. It provides a clear view of our sales pipeline, preventing lost deals, and automates follow-ups, reducing manual workload. Review collected by and hosted on G2.com.

Since I’m still new to the platform, I’m still exploring some of the more advanced features. At first, it took me a little time to understand how to customize certain fields and workflows the way I wanted. I would love to see even more beginner-friendly walkthroughs for first-time users, but overall the learning curve hasn’t been too bad. Review collected by and hosted on G2.com.

Bigin by Zoho CRM is helping me solve the problem of keeping my leads, follow-ups, and client communication organized in one place. Before using it, I was juggling emails, notes, and spreadsheets, which made it easy to miss small details. Now I can clearly see where every client is in my pipeline and what needs to happen next.

For my consulting business, this is a big benefit because it saves me time and reduces stress. I feel more in control of my workflow, and I’m less worried about forgetting to follow up with a potential client. It’s helping me stay organized and look more professional as I grow. Review collected by and hosted on G2.com.

Sage InTacct is a little large for all our uses. I adopted this system from my predecessor and I was not really trained in the full functionality of the tool. With our third party adoption I'm also not able to access the community forum to get information from the community, which can be a little frustrating at time. Review collected by and hosted on G2.com.

Sage is assisting us in compiling our data for our annual reporting. Review collected by and hosted on G2.com.

I am almost two months in and have experienced no results from the product. I have reached out to see if I could get some support on boosting results. There is no one in this company that is willing to help customers. You have access to an AI bot and a weekly webinar. That's it.

Also, I was not impressed by the pre-sales process. My rep did a quick demo and sent a few emails back and forth. Right before I was ready to make a decision I asked the rep to setup a call to address some questions I had before making the purchase. He told me he could not make time for the call and that his focus was prioritizing new leads. Prioritizing new leads over end of the funnel sales opportunities?! Make it make sense. What a slap in the face. I am spending close to $400 a month with this company for no results and zero customer service. Not $10. Review collected by and hosted on G2.com.

none. i have gotten zero results in almost 2 months 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.