G2

UI

Verified User in Individual & Family Services

Mid-Market (51-1000 emp.)

4/18/2017

"Great Front End User Interface"

4.5/5

What do you like best about ClearView CRM?

List Manager, Mobile App, & dashboard. I also like the Siri Dictation options for notes. Call from App option. Review collected by and hosted on G2.com.

What do you dislike about ClearView CRM?

Reports don't always populate as I'd expect. Not as intuitive on back end as other CRM's I've used to make Queries, etc. Run into password issues quite often. Have password log on issues from time to time, even though correct password is used. Review collected by and hosted on G2.com.

Recommendations to others considering ClearView CRM:

Make sure your data is clean, will not be able to use full features without it being correct on back end. Review collected by and hosted on G2.com.

What problems is ClearView CRM solving and how is that benefiting you?

Helping me stay organized continuously and on the road. I used to bring notes from the field back to office for entry, now I can put them in while they are fresh in my mind and clean up later for grammatical and dictation errors. Review collected by and hosted on G2.com.