Great price, some excellent tracking features.
Use Cases and Deployment Scope
CRM for keeping in touch with clients, newsletters are sent out in groups, managing our placements and follow updates, birthdays, lead, and sales management.
Pros
- Group Messages with message tracking.
- Message tracking on emails.
- Uploads details from LinkedIn.
- Keeping track of client details and update calls
- Managing cold leads
Cons
- Group messages - can only been seen by the person sending them so if you have other users they can't see if a shared client has opened or clicked.
- Understanding how to use the system - yes there is help desk etc but you really need someone who understands how to get it setup
- Formatting of emails - it has slightly improved but it is still quite fiddly to get a nice looking email.
Return on Investment
- Managing our newsletter list has been improved.
- Understanding who reads our marketing information has been improved.
- Managing our recall dates has been improved.
- Really knowing what to use and when/how can be confusing
Usability
Alternatives Considered
WorkDeskPro (discontinued)
Other Software Used
QuickBooks Online, VidCruiter, Canva





