I hooked up our main sales inbox so that every new prospect email automatically generates a fresh opportunity card right on the Kanban board. It immediately prompts the assigned rep to schedule an intro call, meaning no potential deal ever gets buried at the bottom of a crowded inbox. Review collected by and hosted on G2.com.

The duplicate detection gets really annoying if a prospect emails you from their personal account instead of their main company domain. I constantly have to go in and manually merge pipeline cards because the software created three separate opportunities for the exact same guy. Review collected by and hosted on G2.com.