
There are so many ways to organize items and add as much detail to a contact as needed. The workflows can be confusing at first because there are so many options and moving parts, but once you get the hang of it, the world is your oyster. They also make it simple to create beautiful email templates, seemingly. The AI integrations are very helpful as well and only getting smarter. Reporting dashboards have been a nice tool to use as well Review collected by and hosted on G2.com.
There are quite a few limitations that push you to upgrade to Enterprise. The workflows can also be confusing, especially when you have to choose between deal, contact, lead, and similar options. That creates some difficulties, but the AI tool has helped significantly in navigating it. I’ve also run into glitches with the email integration: staff members often get booted, and email tracking stops working fairly often. Review collected by and hosted on G2.com.