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Account Manager, Cotswold
Easy to use and it syncs with our accounts. Marketing is basic so we pair it with something else.
Clear pipeline and contact history.
Mobile app is average.
Business Development Manager, Northgate Ltd
LinkedIn verifiedEasy to use and it syncs with our accounts. Marketing is basic so we pair it with something else.
Clear pipeline and contact history.
Basic marketing features.
Sales Director
Contact history in one place means anyone can pick up a conversation and know where it stands.
Contact and relationship history is clear and complete.
Nothing worth noting.
Operations Manager, Farrow Partners
LinkedIn verifiedThe customisable pipeline matches how we actually sell, and tasks keep the team on top of follow ups.
Great value against the bigger CRMs.
Very large sales teams may want more automation.
Director, Brindley Partners
LinkedIn verifiedIt was easy but our growing team needed deeper automation and reporting than it offered.
The Xero sync was useful.
Reporting too basic.
Managing Director, Oakwell
Contact history in one place means anyone can pick up a conversation and know where it stands.
It is genuinely easy to use without a load of setup.
A few advanced features sit on the higher tiers.
Operations Manager, Oakwell Group
LinkedIn verifiedIt syncs neatly with Xero and FreeAgent so our sales and books are not living in separate worlds.
It is genuinely easy to use without a load of setup.
Sales Director, Selby
It is easy and tidy but we wanted more from the reporting and the marketing side as we grew.
Affordable.
Limited automation.