I haven't used a CRM since ECCO Pro :). So I don't have a lot to compare it to. But so far this is really great. Easy to learn (5 minutes?) and easy to use. Learning curves belong in geometry class, not in software. It is keeping my data straight, and keeping me on track.
I am just starting to organize all my contacts and do outreach as a one-person business and this is amazing. NOTE: the import button is under your name > Migrate.
As for product note: I work in a strictly online-only space and I typically do not save phone numbers. It would be nice to make sure phone number is not a required field when importing a list. Thanks!
Founder Team
PrivioSupport
May 9, 2024
Thank you for the awesome review! Glad we are able to help your business thrive with the solution you were looking for to manage your contacts, leads, clients, activities, etc.
Most users of Edge require and request for a phone number to be required, however thank you for the feedback as we will add this to our future updates.
This tool meets all my CRM requirements! However, I'm concerned about the possible cancellation of certain social media accounts and the minimal or lack of activity on social media. This could potentially damage the company's credibility and raises doubts about the safety of sharing my company's information there.
Founder Team
PrivioSupport
May 9, 2024
Thank you for the amazing review! We are unaware of any cancellations of social media accounts, as we are always active as much as possible to have an online presence on social. Our users and clients information to be safe is of utmost importance. We do not share any company information and keep such information secure.
Do not bother with the rest of them, this is by far the best CRM!
The layout alone is well thought out!
The cloud app loads fast, and the user capabilities are so great!
VOIP If you have Skype on your computer already installed the API auto dials thru Skype! Super convenient!
CONTACTS/LEADS/CLIENTS & EMPLOYEES Setup your users as Employees, and easily creating the user hierarchy.
I'm especially loving EXPENSES section. I can easily manage my contractor schedules verses my employees, and all the expenses related to them!
I'm looking forward to the Gold Mine of success while maximizing my productivity without Maximizer CRM , and strengthening Sales Force without my wallet weighed down by SaleForce CRM & Gold Mine.
Thank you Ryan Brooks! Thank you AppSumo!!
Founder Team
PrivioSupport
May 9, 2024
Thank you PatrikBalian for the awesome review!!! Much appreciated.
Verified purchaser
Don't have time for a learning curve? Me neither.
I haven't used a CRM since ECCO Pro :). So I don't have a lot to compare it to.
But so far this is really great.
Easy to learn (5 minutes?) and easy to use.
Learning curves belong in geometry class, not in software.
It is keeping my data straight, and keeping me on track.
Share Privio Edge
Verified purchaser
Huge for one-person agency
I am just starting to organize all my contacts and do outreach as a one-person business and this is amazing.
NOTE: the import button is under your name > Migrate.
As for product note: I work in a strictly online-only space and I typically do not save phone numbers. It would be nice to make sure phone number is not a required field when importing a list. Thanks!
PrivioSupport
May 9, 2024Thank you for the awesome review! Glad we are able to help your business thrive with the solution you were looking for to manage your contacts, leads, clients, activities, etc.
Most users of Edge require and request for a phone number to be required, however thank you for the feedback as we will add this to our future updates.
Share Privio Edge
Verified purchaser
Excellent!
This tool meets all my CRM requirements! However, I'm concerned about the possible cancellation of certain social media accounts and the minimal or lack of activity on social media. This could potentially damage the company's credibility and raises doubts about the safety of sharing my company's information there.
PrivioSupport
May 9, 2024Thank you for the amazing review! We are unaware of any cancellations of social media accounts, as we are always active as much as possible to have an online presence on social. Our users and clients information to be safe is of utmost importance. We do not share any company information and keep such information secure.
Share Privio Edge
Verified purchaser
Phenomenal CRM!
Do not bother with the rest of them, this is by far the best CRM!
The layout alone is well thought out!
The cloud app loads fast, and the user capabilities are so great!
VOIP
If you have Skype on your computer already installed the API auto dials thru Skype! Super convenient!
CONTACTS/LEADS/CLIENTS & EMPLOYEES
Setup your users as Employees, and easily creating the user hierarchy.
I'm especially loving EXPENSES section.
I can easily manage my contractor schedules verses my employees, and all the expenses related to them!
I'm looking forward to the Gold Mine of success while maximizing my productivity without Maximizer CRM , and strengthening Sales Force without my wallet weighed down by SaleForce CRM & Gold Mine.
Thank you Ryan Brooks!
Thank you AppSumo!!
PrivioSupport
May 9, 2024Thank you PatrikBalian for the awesome review!!! Much appreciated.
Share Privio Edge