This platform brings CRM, task management and other internal communication, customer support all into a single ecosystem. Dear CRM pipelines and automation rules are highly customizable for different sales process and I also like having emails, calls, chats and other customer history connected to the relevant CRM record. And their giant charts and Kanban boards, along with time tracking and recurring tasks, also make our project coordination much easier. It provides a strong value for business who are wanting to reduce the number of separate tools they use. Review collected by and hosted on G2.com.
Their interface can feel a bit crowded because they have so many features which are packed in a single platform. And new users may also need to consider time and training to understand the navigation, permissions, and other automation settings. Some menus and configuration options are not as intuitive as they could be. Setting up a complex CRM workflow may also need assistance from an experienced administrator or an implementation partner. Mobile usage can feel less convenient when handled with CRM or project management activities. Review collected by and hosted on G2.com.
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