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Member since: Nov 2013Deals bought: 40
2 stars
2 stars
Posted: Apr 3, 2024

Multiple Pipelines - not really

Even with the upgrade to Client Joy there are still not multiple pipelines that you can create as a user.
There is a leads Pipeline and a Clients Pipeline but you can't have multiple pipelines in either area.

I've been asking the team about this for over 5 months now and it was supposed to be coming 2 months ago (Feb 2024) and then they were acquired so now it's on hold again with no timeline in sight.

Also though it integrates with Pabbly and Zapier it's impossible to a create a workflow that moves people from an outside booking system into the pipeline cleanly and reliably.

Lastly you can't connect a personal google Calendar only a paid version of Google Workspace.

I wanted to love this product and use it as my CRM but my patience is running out.

I will say tech support tries to be helpful and has hopped on a few calls to try to help with the automation issue and that was very appreciated even though what we discovered was simply that it wasn't possible.

PS- the opening screen each time you go to use the app is cluttered and non customizable. It's all about them and doesn't allow me to put the modules I need where I want them nor eliminate the ones asking me to do reviews for them or make referrals.

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