G2

Brent S.

Director - Business Development

Staffing and Recruiting

Small-Business (50 or fewer emp.)

9/17/2026

"Streamlined CRM with Exceptional Features and Support"

5/5

What do you like best about SourceWhale?

I love SourceWhale for its ease of use and intuitive design, which helps me make calls faster in the morning and stay on track with my business development goals. The great integration with Cloud CoWork enhances my workflow, and all its modules work well together. The team behind SourceWhale is very responsive and takes user feedback seriously, allowing features to improve based on what users actually want. I appreciate that SourceWhale saves me at least ten hours a week by being a single repository for all my data, preventing the need to switch between different programs. Its calling feature ensures every call, whether outgoing or incoming, is recorded, so I don't lose any data. I'm also impressed with how easy it was to set up, even for someone like me, who's not technically inclined. The team provided great support during the setup process. A gentleman wrote a poor review of SourceWhale giving it zero stars. I'm 56, not technical at all, and I was able to easily implement SourceWhale. I'm sure that guy has a reason to be upset, but I can't for the life of me, think of how someone could be that frustrated with the software. It's easy of use I have no doubt will get me to my 2 deals a month working 6 hours a day. Review collected by and hosted on G2.com.

What do you dislike about SourceWhale?

There is really nothing Review collected by and hosted on G2.com.

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

I use SourceWhale to track everything easily, save time with calls, and manage data efficiently. It integrates with Cloud CoWork, supports responsive feature updates, and records calls, which helps prevent data loss. It saves me ten hours a week and streamlines my daily business operations. Review collected by and hosted on G2.com.