Lead Management Software

As a company that's leaning forward, they occasionally sell to customers who shouldn't be buying, and they still haven't completely figured out the best ways to support and encourage their partners (Value Added Resellers, VARs), which sometimes results in short-term confusion and frustration both with customers and VARs. But those are growing pains that are clearly expected, and seeing how they handle those pains reinforces what a quality organization and culture they are. Review collected by and hosted on G2.com.

My group became a partner the day I woke up in a cold sweat thinking how awful it would be if one of my competitors became a partner first. I wouldn't want to be competing directly against us, because HubSpot has made us formidable, where before HS we were invisible. Review collected by and hosted on G2.com.

Lead generation, attribution, marketing roi demonstration, lead funnel management Review collected by and hosted on G2.com.

The properties captured is limited to only a few fields. For example, you can't capture two phone numbers in one scan. You can however manually enter other data after; right from your phone in the same app. Review collected by and hosted on G2.com.

This makes it easy to capture business cards on the go and removes the need to save all those cards when you are networking. Review collected by and hosted on G2.com.

I’ve found its complexity and steep learning curve a bit challenging, requiring significant training and time. Slow speeds and occasional downtime, have disrupted our operations, especially when dealing with large datasets. The user interface feels somewhat overwhelming, making it difficult to navigate and find what I need. Additionally, the standard reports and dashboards lack the customization needed for more advanced reporting in some cases. Review collected by and hosted on G2.com.

Salesforce has been very helpful for me as a Customer Success Manager at Okta. It helps me keep track of all my customer interactions and manage my sales opportunities efficiently. The automation features save me a lot of time by handling repetitive tasks. I take advantage of the customizable reports and dashboards that give me clear insights into my performance. Plus, the mobile app and integration with Okta make accessing my data secure and convenient, even when I’m on the go. Review collected by and hosted on G2.com.

I wish they had predictive sending in Campaigns, not just automation. I want to be able to send single emails easily with predictive send, or at least use "contacts time zone", you have to chose a specific time. Sometimes the email building feature is a little hard to navigate. I think they are improving the segmentation, but that also is sometimes hard to understand. We used to get free consultations twice a year with an Activecampaign team member to help us with questions and if we can improve anything, but now that has been revoked. We have to pay for it (despite our cost of use going UP), and its very difficult to connect with them. Review collected by and hosted on G2.com.

We recommend using for email. Review collected by and hosted on G2.com.

It is helping us solve the problem of having a reliable email system. Automation also helps us to keep our customers engaged without thinking about it. Review collected by and hosted on G2.com.

There’s nothing specific that we can point out here, but one thing we’d like to add is in the initial stage, it’s sometimes difficult to get used to the platform. But with some frequent training sessions from the experts and continuous support from the customer success team, understanding all the features of the platform becomes easy. Review collected by and hosted on G2.com.

We were finding it difficult to engage with our inactive and churned users. That’s why we need a solution that could help us bring back those users to our website, and keep them engaged and retained. Thus, to re-develop interest among them, we decided to use email as a channel to communicate with them. It took us a few days to decide which platform we should use and then we came to know about Insider.

With the help of their Digital Growth team, we were able to create segmented email campaigns as well as newsletters. Given that all these campaigns were highly personalized, we observed a good opt-in rate. Not just that, we also achieved a conversion rate slightly higher than that we used to receive from the website. Review collected by and hosted on G2.com.

Needs a better power dialer and a better reporting for organizing data on leads when it comes to dials and conversations for specific leads Review collected by and hosted on G2.com.

They are building out a better system for organizing leads to better suite my company's needs and also helping me be more organized with delegating certain leads to certain sales reps as my team expands Review collected by and hosted on G2.com.

There is nothing that I dislike. The website is pretty user friendly, and if I run into a problem, I can easily reach out for help. Review collected by and hosted on G2.com.

I have not been aware of any problems. SproutLoud seems to have been taking care of any issues before the user even becoming aware. Review collected by and hosted on G2.com.

Aufgrund der vielen Funktionen und Anpassungsmöglichkeiten kann ClickUp für mich manchmal überwältigend sein. Es braucht etwas Zeit, um sich mit all den Tools und Einstellungen vertraut zu machen, was zu einer steilen Lernkurve führen kann. Review collected by and hosted on G2.com.

Ich nutze ClickUp jetzt seit einiger Zeit und bin von den vielseitigen Anpassungsoptionen wirklich begeistert. Die Möglichkeit, Ansichten wie Listen, Gantt-Diagramme oder Kanban-Boards individuell zu gestalten, macht es einfach, meine Projekte genau so zu organisieren, wie ich es brauche. Besonders hilfreich finde ich die Option, Filter und Dashboards anzupassen, um einen klaren Überblick über alle Aufgaben zu behalten.

Ein weiteres großes Plus ist die Funktion, Teammitglieder und Gäste in den Workspace einzuladen. Diese Flexibilität erleichtert die Zusammenarbeit enorm, besonders bei externen Projekten, wo ich nur die notwendigen Informationen für jeden Benutzer freigeben kann. So behält jeder den Überblick, ohne mit zu vielen Details überladen zu werden.

Zusätzlich gefällt mir die Automatisierungsfunktion, die mir ermöglicht, wiederkehrende Aufgaben effizienter zu managen, was mir viel Zeit spart. Insgesamt bietet ClickUp eine beeindruckende Kombination aus Flexibilität und Benutzerfreundlichkeit – absolut empfehlenswert für jedes Team! Review collected by and hosted on G2.com.

While WhatConverts can initially present a learning curve, especially for those new to code integration, its user-friendly interface and comprehensive onboarding process make it accessible to businesses of all sizes. Overall, while there may be a brief learning curve, WhatConverts' value and ease of use make it a worthwhile investment for businesses seeking to optimize their marketing efforts. Review collected by and hosted on G2.com.

WhatConverts' exceptional attribution and lifetime value tracking capabilities have significantly enhanced my ability to: target audiences more effectively, optimize ad spend on platforms, beter leverage machine learning. Overall, WhatConverts has been instrumental in optimizing my marketing efforts and driving better results. Review collected by and hosted on G2.com.

While the CRM software has many strengths, one disadvantage is that the initial setup can be time-consuming and may require some technical expertise to fully customize the templates and integrations according to specific business needs. But overall they have amazing customer support. Review collected by and hosted on G2.com.

Its is solving multiple issues such as tracking team members, easy to use websites including content with AI, workflow is superb and so on... Review collected by and hosted on G2.com.

There’s nothing that I dislike about CleverTap, I've identified two areas for improvement

- The lack of WhatsApp support in the bulletin feature, limits our ability to fully leverage the channel that drives better CTR and click-to-conversion for our brand CARS24.

- The absence of a carousel feature, which would help us to engage users with more cards and show more products. Review collected by and hosted on G2.com.

Clevertap helps us to nudge users with the relevant communication at the relevant times. Clevertap introduced us to the feature called Bulletin which helps us to send car back in stock and price drop campaigns not only to the last viewed car of the user but to any car they have shown interest in. Bulletin as a feature also helped us with good percentage of CTR from those campaigns and conversions as well. CTR%: ~21% and 25 car delivery using bulletin. Review collected by and hosted on G2.com.

I'm probably over 500 hours now in Growth Nirvana and no complaints yet! Review collected by and hosted on G2.com.

I have over half a dozen clients and each one has multiple data sources (Facebook, Google, TikTok, LinkedIn, etc). Prior to Growth Nirvana I was manually pulling the data I was interested in each time I wanted to do an analysis. This was super repetative and ate up so much time. With Growth Nirvana I can connect those sources one time, and create dashboards which update as often as I want, so there is never a need to repeat an analysis and the dashboards never have stale data. Review collected by and hosted on G2.com.

Nothing. Maybe it sounds strange - but truly I have not found the platform wanting. Review collected by and hosted on G2.com.

Providing high quality, white labelled digital reporting to our clients across Google & Meta Ads, Social Organic reporting for Facebook, Instagram & TikTok, and email marketing reports. We are also going to start monitoring LinkedIn Ads and LinkedIn organic performance and will do this through AgencyAnalytics as well. Review collected by and hosted on G2.com.

1) It faces slight technical glitches sometimes. Review collected by and hosted on G2.com.

In the past my organisation used to suffer a lot on lead management , which was a constraint to upscale the business. With implementation of Kylas I believe we will be able to grow our business a lot more easier and faster.

Furthermore, it has enhanced a lot of productivity of the team. Review collected by and hosted on G2.com.

There is nothing negative to mention right now. When we have an issue, we call our account manager and it gets sorted out. Review collected by and hosted on G2.com.

Through ContactPigeon’s platform, we have built a stronger relationship with our customers. ContactPigeon’s team has been there to support and help in any way possible. We have used various features from the platform. Apart from the basic automations for cart & abandonment, we have designed a lot of different types of automation workflows, so there is plenty of things to try and enrich our strategy. For example, we use sequences for best sellers, product recommendations, rebuy with specific categories, new arrivals, and welcome automations based on different lists. Review collected by and hosted on G2.com.

It would be great if more useful data from Transpond.io would display within the Capsule interface. Review collected by and hosted on G2.com.

We started using Capsule CRM 10 years ago. About 2 years ago we moved over to Active Campaign as they had email marketing automation built in. However, our team’s performance dropped significantly. We moved back to Capsule CRM recently as they now have Transpond.io natively integrated. Transpond is an email marketing automation system, and this native integration makes this an incredibly powerful tool. We can now manage our contacts, pipeline, tasks and email marketing all from one place.

The interface is laid out extremely well and is very intuitive. Our whole team has visibility on all projects, tasks and sales activities. We use the sales pipeline feature to forecast our sales. It is an invaluable part of Capsule CRM as we can see where the leads are within our pipeline, and we can forecast our sales accurately. The added bonus is that Capsule CRM with Transpond.io is more competitively priced than other solutions!

In conclusion, I highly recommend Capsule to new or established businesses. This was the first CRM I used a long time ago, and after trying out other solutions, I have come back and my team a really happy we have made this transition. The best part of Capsule CRM is the native integration with Transpond.io that allows us to manage all our email marketing automation from one place. Review collected by and hosted on G2.com.

I think what I don't like the most is integrating cold email campaigns with warm up email settings.

You have to go to campaign options to figure out how many emails a day you should use, but then you have to go to your email accounts and also change in the settings the number of daily warm-up emails. Hence, if you are a beginner you may have some issues with it. Review collected by and hosted on G2.com.

Is helping me with cold emails, and it's saving me so much time. Because I don't hold enough time of a day to send manually cold emails, I tend to reach out to less people, less people know about me, and thus less people buy from me Review collected by and hosted on G2.com.

“En general, mi experiencia con Dataslayer.ai ha sido muy positiva. Si se presenta una falla, el equipo de Dataslayer.ai siempre está receptivo a sugerencias y continuamente actualizan la herramienta, por lo que estoy seguro de que seguirán mejorando con el tiempo.” Review collected by and hosted on G2.com.

Dataslayer.ai está resolviendo el problema de la gestión manual y repetitiva de datos de campañas publicitarias. En mi caso, con las campañas de Meta Ads, me permite automatizar la extracción y consolidación de datos de manera eficiente, evitando la necesidad de hacerlo manualmente. Esto me beneficia ahorrando tiempo y reduciendo errores en el proceso de análisis, lo que me permite concentrarme en optimizar las campañas y tomar decisiones más estratégicas con información precisa y en tiempo real. Review collected by and hosted on G2.com.

The segmentation tool still needs a lot of work. It's currently not possible for us to segment based on certain properties within events and we're only able to use most historical data within a 30 day period and for many of our segments, we do need to be able to go beyond the 30 days. Review collected by and hosted on G2.com.

Braze is helping us with being able to personalize messaging and personalize a customer's experience based on the many attributes and events we house per each profile. We're able to get very granular with personalization, which is great! Review collected by and hosted on G2.com.

1. Expensive at times.

2. Too complex sometimes. Review collected by and hosted on G2.com.

1. Saves manual time from redundancy.

2. Elaborated Dashboarding.

3. Easy to access for me. Review collected by and hosted on G2.com.