G2

Verified User in Paper & Forest Products

Small-Business (50 or fewer emp.)

9/1/2026

"Organized Our CRM, But Integration Limitations Persist"

4/5

What do you like best about Kabooly?

I like Kabooly for its straightforward lead‑and‑contact management workflow, which fits my work as Administrative Records Manager within our 44‑person forest‑products operation Pinecrest Paper Group perfectly. Plenty of other CRM tools are stuffed full of fancy sales automation features we will never use for our lumber and pulp wholesale business, cluttering up the screen for our team members who aren’t super comfortable with software. Kabooly keeps its core interface uncluttered, so even our less tech‑oriented sales reps can quickly log buyer inquiries without sitting through lengthy training sessions. Before we rolled out Kabooly, customer order requirements were scattered across personal email threads and conflicting Excel files saved in Egnyte. I still recall that March headache with a wholesale paper distributor looking for custom pulp volumes. Back then I would’ve had to track down our sales rep out at the lumber mill just to get his notes on the buyer’s delivery rules and product specs. Now every rep logs those details straight into Kabooly lead records. I also really value its simple status‑tagging system for leads. Last month I filtered all contacts marked “awaiting contact” and found three wholesale enquiries that had sat untouched for weeks. I alerted our sales team, and they reached out before those potential deals fell through. The flexible note field is another huge win for me. I paste secure Egnyte share links for sales contracts and spec sheets directly onto each lead entry. Even without native Egnyte integration, I can tie critical cloud‑stored paperwork to customer profiles. Kabooly stays focused on practical lead tracking and record‑keeping, helping us keep our day‑to‑day administrative workload under control. Review collected by and hosted on G2.com.

What do you dislike about Kabooly?

First off, there is no native pre-built connector for Egnyte. We store all our sales contracts, lumber specification sheets, purchase agreements, and vendor forms in Egnyte’s secure cloud folders. I cannot embed those Egnyte files directly inside Kabooly lead or customer entries, so I paste secure share links within each lead’s note section. A frustrating incident took place back in April: a summer intern pasted an expired Egnyte link onto a large wholesale pulp buyer’s CRM profile. Right before a scheduled negotiation call, our sales rep clicked the link and could not access critical order documentation. They had to scramble at the last minute and message me to hunt down valid files, creating unnecessary stress ahead of an important client conversation. Secondly, its CSV export function struggles with special characters. We work with multiple buyers and vendors whose surnames include accented Latin characters. When I export filtered lead datasets for our internal operations review, those accented characters get turned into garbled symbols. Last month I spent roughly one-and-a-half hours manually correcting about 17 corrupted rows before I could hand over the cleaned spreadsheet to our operations manager. This repetitive work eats into my admin time and creates risk of misidentifying business contacts. Review collected by and hosted on G2.com.

What problems is Kabooly solving and how is that benefiting you?

Before we adopted Kabooly, all our sales enquiries and buyer contact data existed in messy information silos. Sales reps stored pulp and lumber buyer requirements in personal email inboxes or locally‑saved Excel copies, and those files were not always synced back to our shared Egnyte storage. I still remember that stressful January incident. A major regional wholesale buyer sent over detailed requirements for large‑volume softwood pulp. The sales rep saved all his notes on his personal laptop spreadsheet and never uploaded or logged any of those details anywhere shared. When I started assembling paperwork for our mill production schedule, I had zero visibility into this incoming order. I ended up interrupting him while he was doing site checks at our lumber yard just to get the basic order parameters, and we came very close to sending incorrect production instructions to our mill floor. That close‑call made our leadership search for a dedicated CRM solution. Now Kabooly centralizes all sales enquiries and buyer contact information in one shared place. Our sales team logs every new wholesale inquiry directly as a lead record, noting product grades, order volumes and delivery expectations. I no longer constantly chase sales staff to dig up scattered customer details. I cross‑reference Kabooly entries against contracts stored on Egnyte to complete my administrative filing work. I can filter leads by status to catch enquiries that have been neglected. Granted, we still deal with broken CSV exports and manual Egnyte link pasting. Even so, Kabooly eliminated those dangerous data silos that once threatened order accuracy and wasted so much of my administrative time. Review collected by and hosted on G2.com.