As the name implies, it's simple to use. I like being able to add custom fields, ability to customize dashboard, integrating marketing automation with the CRM and being able to attach documents to the record. CONS I would like to be able to add new job titles without having to leave ...
and organizing contacts and leads among others. HubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documen...
Easy to Use:Despite HubSpot’s complex modular pricing structure, the platform itself is intuitive and easy to use. The developers do a great job of making the software’s hundreds of features accessible and easy to use. Even on the free plan, you’ll have no trouble navigating around the...
Performance Metrics: Customizable dashboards and reports to track key indicators and sales performance. Data Visualization: Tools for creating clear, insightful graphics to represent sales data and trends. Tailored Interface: Ability to modify the CRM’s layout, fields, and processes to match specific...
Zoho CRM Standard includes 10 custom dashboards and reports, whereas higher-tier plans allow unlimited dashboards and reports. Enterprise and Ultimate subscriptions offer the most insights, with an anomaly detector, cohort and quadrant analysis, and AI-powered data enrichment. The Professional package...
s most complicated decisions. Our 360 Reviews team draws on this same unbiased approach to rate the products and services that you use every day. To build our ratings, we researched 20 CRM software providers and analyzed nine reviews from both professionals and consumers. Our 360 Reviews team ...
The platform also supports the development of responsive, customizable dashboards and facilitates the configuration of sales management CRMs without the need for coding or IT assistance. QuickBase additionally offers a professional community, product updates, and learning resources to support businesses ...
It is a very good software to maintain the customer details , follow ups and sales numbers on a single click. reporting tolls and dashboard functionality is very good.Review collected by and hosted on G2.com. What do you dislike about Zoho CRM?
I chose monday CRM because it enables revenue teams to improve efficiency at every stage of the customer journey. With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can have more visibility and control over operations....
Essential and Advanced allow 1 dashboard, while Professional and Enterprise allow unlimited dashboards. All plans have access to customer service support. Essential, Advanced, Professional, and Power plans get chat support and Enterprise has access to support via phone. The only differences between...