PULT gives me a complete log of client visits, including check-in times, hosts, and meeting durations. The presence dashboard shows me when my account team is on-site, so I can coordinate impromptu client meetings. Automated notifications alert me when a client is in, which ensures I can account for clients and colleagues during incidents. Review collected by and hosted on G2.com.
There is no native CRM integration, so I have to manually log client visit details into our sales system. Also, the client-facing portal isn’t branded to our agency, which slightly weakens the professional impression. On top of that, the reporting tools don’t provide a simple client visit summary that I can share with the account teams. Review collected by and hosted on G2.com.