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Kilterly, LLC Review

3

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
Customer Service, Customer Success Software

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Description of Kilterly, LLC

Kilterly’s mission is to help you maximize the success of your business. We provide data-driven insights and tools that help you build and maintain an effective customer success strategy while creating cross-sell and up-sell opportunities. Our customer success software was carefully developed to help you create a great customer experience, reduce customer churn, and increase revenue, profits, and total customer count.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Great way to get realtime data and information

The dashboard view allows me access anytime from anywhere in order for my team members (who are scattered all over)to see what's going well or not so good with our customers' accounts at any given time! It also helps us keep track if there has been activity via phone calls/emails between them as we do have remote employees who work remotely but still need some support sometimes when they're having issues with their account(or lack thereof). I'm sure this would be very helpful during times where

Pros
  • The customer touch point feature is cool to show clients how much you appreciate your interactions wth each one
  • Easy way too check up client records
  • Able able share files easily while collaborating online.
  • Chatting app messaging !
Cons
  • Secret

Revainrating 5 out of 5

Helps keep business operations running smoothly, efficiently

I like how it helps me be more organized in my daily tasks/schedules by providing alerts for appointments with clients or upcoming sales calls! It can also send text messages if needed when scheduling meetings are missed (such as last minute cancellations). The platform could use some work - sometimes there's lag time between inputting information & sending out emails / texts etc., so make sure everything goes through at once before submitting info into another task list entry afterwards…

Pros
  • Easy to access customer records
  • Efficient tracking system that is easy enough even non tech savvy users should find intuitive& useful too!!!
Cons
  • There are nuances

Revainrating 5 out of 5

Awesome Products, great customer service and affordable pricing

The support team at kiltery are extremely attentive when it comes time for implementation or customization work; they also have been very helpful in understanding how we can leverage our current platform with their product offerings! If there were any issues during training I would be so happy if those individuals could join us remotely as well - no such luck yet though :( This isn't specifically what i'm referring but rather all products from this vendor tend towards being overly complicated…

Pros
  • easy accessability
  • friendly interfaceand layout of various tabs along top bar.
  • great customer service
  • excellent technical staff
Cons
  • Almost everything is ok