
The UI is very easy to learn and use. Features like notes automatically popping up during calls make it simple to capture details while I’m on the phone and save them for later review. The tasks and opportunities sections are also very useful, since they help me understand each individual lead at a quick glance. The performance is smooth without many issues, and when there are issues the pop-up helps me resolve it quickly. 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.