G2

Verified User in Internet

Mid-Market (51-1000 emp.)

8/21/2026

"Solid CRM for Client-Vendor Management, Needs Better Sales Pipeline Support"

4/5

What do you like best about Ohanafy?

What I like most about Ohanafy is its ability to handle combined client‑vendor relationship management within the same workspace, which fits our Santa Fe Digital Labs agency workflow really well. Most CRMs I’ve tested are built mainly for sales lead tracking, and vendor management is treated as an afterthought. Ohanafy lets us store paying clients and freelance vendor partners side‑by‑side, and I can directly link vendor profiles to the exact client projects they support. This paid off big during our busy summer campaign season, when we were running multiple parallel brand projects relying on a whole roster of freelance designers and copywriters. Before Ohanafy, account managers had to jump between FileCloud, spreadsheets and chat threads just to pull up vendor contact info and past feedback. After linking each vendor record to its matching client profile inside Ohanafy, account managers could open a client record and instantly view assigned vendors plus historical collaboration notes all in one spot, cutting down tons of cross‑system chasing. I also appreciate the straightforward permission controls. I can give our project delivery team read‑only access so they can look up client and vendor contact details they need for day‑to‑day execution, while locking away sensitive financial and pricing data only for sales and operations. This proved valuable when one of our project leads needed vendor contact details for a fast‑turnaround deliverable; they got what they needed without any risk of accidentally altering critical account information. That said, permissions don’t support fine‑grained field‑level locking, so I still have to stay careful when assigning roles. Overall, the native capability to tie clients and vendors together securely in one shared workspace is Ohanafy’s biggest strength for our mid‑size agency operations. Review collected by and hosted on G2.com.

What do you dislike about Ohanafy?

Ohanafy's native sales pipeline functionality is quite limited for our agency‑style multi‑stage sales cycles covering initial inquiry, discovery call, proposal review, contract negotiation and onboarding kickoff. It does not offer enough configurable pipeline stages out of the box, forcing us to lean heavily on custom tags to track deal progress. Unfortunately, tags cannot feed into real pipeline forecasting reports. During our busy fall sales quarter, our sales team could not get a consolidated visual view of all active opportunities. We had to export raw contact data every week and build manual spreadsheets for forecasting, which burned several hours of our team’s time week over week. Bulk CSV importing is also a consistent headache. When we migrated our combined client‑vendor dataset over from Clarify CRM, we hit tag‑field misalignment that generated dozens of partial duplicate contact records. There is no import preview feature, so we could not spot mapping mistakes before data was written into the system. I spent nearly half a workday manually cleaning up hundreds of messed‑up records. The lack of native webhook support makes things harder still. Whenever client retainer status or assigned vendor changes inside Ohanafy, those updates cannot auto‑push to our other tools. Earlier this year, we updated retainer status for about fifteen clients, and those changes never synced out. Our Zigpoll survey tool kept sending outdated follow‑up sequences, and I had to manually cross‑check and correct records across platforms. The initial setup was far more complex than anticipated; we built all custom tags and relationship‑link logic completely from scratch, with no agency‑ready templates. Since we don’t have a dedicated CRM administrator, all data cleanup and troubleshooting lands on me, making import failures and mapping errors extra disruptive to our daily workflow. Review collected by and hosted on G2.com.

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

Before we adopted Ohanafy, our client and vendor data was badly siloed across Clarify CRM, FileCloud, and various offline spreadsheets. Sales held lead data in the old CRM, account managers stored client notes in private spreadsheets, and project teams kept freelance vendor contacts inside our cloud storage. Team members wasted large amounts of time hunting for basic background information whenever account hand‑offs happened. We had a real‑world incident last summer: a senior account manager took unexpected leave, and critical context for multiple active brand clients plus their preferred freelance vendors only existed inside their personal spreadsheets. Our team lacked complete records for days, and we nearly missed a key creative deliverable deadline for one of our important clients. That messy situation was a major wake‑up call for us. We use Ohanafy to centralize client and vendor data in one shared workspace, drastically cutting down time spent digging for scattered details and lowering miscommunication risks during staff transitions. Sales, account management and project delivery all work off the same shared records now. When an account hand‑off occurs, new team members can review client history and linked vendor profiles directly inside Ohanafy. Even so, we still have to stay vigilant. As I saw during our CSV migration, bad imports can create duplicates and corrupted records. I also learned the hard way that without webhook syncs, status changes stay trapped inside Ohanafy. After one status update batch, mismatched data caused our Zigpoll survey responses to get paired to wrong client profiles, requiring manual cross‑reference fixes. It solves our core data‑fragmentation pain point well, but we still need regular manual validation to keep our cross‑system data consistent and avoid costly missteps for our client projects. Review collected by and hosted on G2.com.