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Review on Lore IO by Brian Douglas

Revainrating 5 out of 5

Super helpful CRM tool for service businesses!

It allows me to pull in all of my customer information from multiple systems into one place so I don't have to go back & forth between different interfaces or apps anymore! This makes it much easier for customers too - as they can see everything at once instead of having to navigate through several screens/apps etc when looking up something specific about their account with us (or someone else).

img 1 attached to Lore IO review by Brian Douglas

The ability to filter things down by status would be nice but this isn’t an issue yet because we only need certain fields pulled over time anyway. If you're trying to consolidate your CRM info then definitely try out LoreIO; not just our own system either since there are other products like ours which do pretty similar functions already available online. We were previously using Salesforce where some aspects could get confusing if more than 1 person was logged onto the same app simultaneously e.g., searching.

Pros
  • Love how easy its is logistically, both internally here within OSTK Group Incorporatedas well externally across 3rd party providers via APIs that make data pulling super simple without going nuts coding custom solutions yourself..Also love what's possible now compared even 5 10 years ago!! :)