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Member since: Jul 2023Deals bought: 20
3 stars
3 stars
Posted: Sep 10, 2024

my experience using it for about 3 months

Pros: Lots of functionality for the price paid. The UX feels a bit dated but servicable. Loading speed isn't bad. A bit of a learning curve to get going and not the most intuitive. The CRM i used prior to this was Begin by Zoho and that was easier and felt a lot more premium. This has a lot of things I needed to run my freelance business.
Cons: Took a while for me to learn how to use properly unlike previous CRM's i used. Hit and miss with support. Only had to message a few times but some days they respond quick which is great, a couple intances where the response was delayd and 1 instance where I didn't hear from them at all. Eventually worked out my own problem. UX could be improved. Feels a bit buggy sometimes like the invoicing functions.

Overall: I can say its value for the money for the LTD tier 1 for my small business. Just not my preference right now in terms of UX, client portal, more customization for client portals. Also be prepared to spend time learning it if you come from a CRM that is easier to learn or simple to use.

Would i continue to use it? Not for my current business set up. I need a few more functionalities in one platform like email marketing fxn. Also would have wanted to test the accounting function but it wasn't available at time of this writing. Might consider this for other projects I have.

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