A powerful all in one tool that just needs some customization.
Use Cases and Deployment Scope
I personally work in sales and primarily work within the Sales and CRM modules to track new leads and convert to sales and close. Occasional use of inventory to check on stock levels or shipping needs.
Pros
- The activity function is very effective in ensuring that work is effectively handed off between the different departments or as simple reminders.
- Overall application design is easy to follow and understand.
- invoicing and sales order system work well for our needs. except in the case of making some edits like removing an item from the sales order lines.
Cons
- I would like to see easier to configure email templates that do not require a coding background to edit / manipulate.
- The Email to CRM pipeline often has issues pulling from our shared gmail inbox. I like how emails show on sales order or invoice history
- We struggle alot with duplicate customer profiles and find that it is hard to keep a company profile organized when there are multiple private emails associated with that company.
Likelihood to Recommend
The ease of customization for email templates, both for sales communications and marketing outreach leaves something to be desired. Perhaps our team hasn't explored this fully enough. I have personally found it intimidating in trying to construct a news letter using the email marketing module.
