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787 Review
46 Karma

Review on Crossbeam by David Encarnacion

Revainrating 4 out of 5

Crossbeam has transformed my daily operations

I like how easy it was to use for our sales team! The ability to set up multiple user roles within one account makes this software very useful in helping us stay organized as we continue growing and expanding into new markets across Europe. It would be great if they could make some improvements such as allowing more robust searching capabilities - however there are plenty out their who can help you customize what works best for your business needs so don't worry about not being able to find something specific just yet. We have been using cross beam since day 1 after working closely with them when building out an API integration between Salesforce and Hubspot (their CRM). They helped design all aspects from database schema, security permissions, etc. Currently utilizing the reporting system which allows users to access metrics related to lead scoring/traffic sources, conversion rates, email opens, bounce rate, website visits, page views, time spent reading emails among other things.

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Pros
  • Their customer service is outstanding and very knowledgeable they quickly resolved any issues and resolved them quickly and effectively
Cons
  • It is a pretty rigid system to use if there isn't a specific ability out of the box for your need