What do you like best?
1) It offers all the features of a good CRM such as contact management, segmentation, 360 contact view, lead nurturing, lead tracking, distribution, lead qualification, source attribution, filters, reporting & more.
2) Important Marketing Automation features include bulk email/SMS campaigns, drip campaigns, landing pages, webhooks to push/fetch data & auto responders.
3) Other common Task handling options & third party integrations are provided. It offers Zapier integration too.
4) It's highly recommended CRM for EduTech companies as it has all the required features for such at once place.
What do you dislike?
1) It's slightly pricey per contact handled when compared with other SMB CRMs.
2) It's missing on a drag-drop campaign builder for creating Marketing automation campaign workflows which is found in other SMB CRMs.
3) It's a B2C CRM, may not be well suited for B2B companies.
4) It needs to add more features under Web Engagement & Telephony.
5) Parent/dependent fields get updated with a lag upon updating the Child field & that delay affects Webrule triggered activities eg: it takes up/works on previous field value instead of new updated value.
Recommendations to others considering the product
It's very highly recommended for EduTech companies & works well for other B2B companies too. Leads from all the sources can pour into the CRM with direct integrations or Zapier or API integrations. Marketing Automation plan is the most recommended plan. Just care to see/enquire if integrations with your third party apps for payment, accounting etc... are offered.
What business problems are you solving with the product? What benefits have you realized?
It enables collection of leads from almost all the sources (mostly directly) incl. Sulekha, Justdial, UrbanPro, Exotel etc... apart from the common lead sources like Facebook, PPC (Adwords), Twitter, Website, landing pages etc... This helped dynamic aggregation of all leads at once place, measure the effective of campaigns from multiple sources across various mediums & in further engagement of these leads.
API integration with UrbanPro & our native app helped collect real-time leads & attend to them asap.