I love that I can quickly see the status of deals without having to follow up separately with each rep. Deal pipeline provides a quick snapshot of open pipeline, and activity tracking is helpful to see if we are moving things along on time. I use contact history when doing a quick review of an account or when preparing for a pipeline meeting. Review collected by and hosted on G2.com.

The CRM still has to be maintained by the team, and if reps do not update activities or add information differently, report data will be less accurate. Certain reports and automation will require additional setup, especially when there are multiple steps in the sales process with rules to follow. Review collected by and hosted on G2.com.