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835 Review
40 Karma

Review on CloudTask by Robert Hole

Revainrating 5 out of 5

Great CRM tool when paired well with other tools

The ability to set up campaigns, run reports and view results makes this software easy for our team to use. It would be nice if there was an integration with Salesforce or Zapier so that we could pull in data from Salesforce leads into Cloudtask. There are some features such as adding fields/questions that I wish were more customizable but it's not too difficult to find what you're looking for once you know where they are located. Creating new forms has been very simple thanks to their support and tutorials. Tracking lead flow throughout the sales cycle has allowed us to see exactly how many qualified vs unqualified leads have reached various stages during each stage of the pipeline.

Pros
  • Reporting capabilities including campaign tracking is helpful at keeping track across multiple departments within my organization
Cons
  • Nothing here