G2

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

9/2/2026

"Decentralize our dealer customer data, yet workflow automation needs major improvements"

4/5

Describe the project or task ETIYA CRM helped with:

ETIYA CRM offers a comprehensive suite of tools designed to streamline dealer management processes. Key features include role-based permissions, stable CSV bulk import, and centralized data storage, all of which contribute to reducing manual errors and improving data consistency. However, there are areas for improvement, particularly in workflow automation, integration support, and audit logging. By addressing these limitations, ETIYA CRM can further enhance its value proposition for businesses seeking efficient and reliable CRM solutions. Review collected by and hosted on G2.com.

What do you like best about ETIYA CRM?

For me, the role‑based permissions and stable CSV bulk import are easily my favorite parts of ETIYA CRM, these two features have pulled our small manufacturing team out of multiple messy situations. Just two months ago, our production supervisor from the shop floor needed to check delivery timelines for our metal component supplier Northwest Metal Works. Before we adopted this CRM, he would open our shared master spreadsheet by mistake and edited the negotiated discount rate for this vendor, we spent half a day tracing and correcting that wrong pricing entry. Now I set him view‑only permission, he can read delivery‑related customer info but cannot touch pricing or contract fields at all. The CSV import also saved me during the quarterly dealer list update. Last quarter we received a contact sheet with over 120 records from our regional parts distributor Pacific Industrial Supply. Instead of typing every single contact manually, I mapped CSV columns and finished importing within minutes. I only needed a quick spot‑check for a handful of entries with special characters. Our sales reps no longer waste hours on repetitive typing, and customer data stays consistent across field sales, office admins and shop staff. We don’t need fancy custom modules, these practical functions cover most of our daily B2B dealer management work perfectly. Review collected by and hosted on G2.com.

What do you dislike about ETIYA CRM?

There are quite a few frustrating limitations that slow down our daily sales operations, especially workflow automation, integration support and audit logging. Last month we had an urgent dealer quote sent to Cascadia Fabrication Solutions. The quote sat untouched in pending status for more than eight days. I had built an intended automation rule to trigger reminder alerts, yet the platform lacked multi‑step conditional triggers. No notification popped up, our sales rep totally forgot this deal, and we nearly lost this potential order. Besides, native integrations are almost nonexistent. When web‑store inquiries came in from our website, I had to manually export CSV and import leads into CRM. Once I delayed this task for half a day because of other IT troubleshooting work, the prospect from Olympic Machine Parts waited 14 hours for our first reply, which created a bad first impression. What’s more, the audit log is too simple. Earlier this quarter, one contact record for Puget Sound Manufacturing got its contract value modified incorrectly. I could only view a timestamp, with no clue which team member made the edit. I wasted over two hours questioning every sales user to locate the error source. These shortcomings force lots of extra manual work onto our already‑busy small team. Review collected by and hosted on G2.com.

Recommendations to others considering ETIYA CRM:

To improve our experience with ETIYA CRM, I recommend enhancing the workflow automation capabilities by introducing multi-step conditional triggers. This would ensure timely reminders and prevent potential deals from slipping through the cracks. Additionally, expanding native integration options would streamline our lead management process, reducing manual data entry and improving response times. Lastly, a more detailed audit log would be invaluable, allowing us to track changes and identify responsible team members quickly, thus minimizing disruptions and maintaining data integrity. Review collected by and hosted on G2.com.

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

Before we switched over, customer data was scattered across spreadsheets, personal email inboxes and rep’s local notes, and we ran into real‑world business losses from this chaos. Half‑a‑year ago, one of our senior sales reps resigned abruptly. All negotiation notes for our long‑time partner Evergreen Industrial Components were stored inside his personal files. We missed two scheduled follow‑up calls, and the client almost shifted their component order to another fabrication competitor. Right now ETIYA CRM centralizes every call log, quote note and dealer communication inside one shared workspace. When staff turnover happens, new assigned reps can catch up on client background instantly. The role permission system also prevents accidental data edits like the Northwest Metal Works pricing incident I ran into previously. The bulk CSV import cuts down manual typing errors when we process dealer lists from outside distributors. Thanks to centralized records, our team lowers the risk of dropping high‑value B2B accounts. Even though we still need manual cross‑checks between CRM and our internal fabrication order system, we avoid those costly missteps caused by fragmented information, and our overall customer follow‑up reliability has improved noticeably for our Seattle‑based manufacturing business. Review collected by and hosted on G2.com.