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1339 Review
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Review on Operatix by Ronny Welch

Revainrating 5 out of 5

Great platform for tracking all lead data in one place

I like that our team is able to see all of our data in one place, it's easy for them to understand how we're tracking leads from each source. The platform can be very slow when generating reports or pulling analytics out of the database. It would also help if they could create custom dashboards so you don't have to go through an admin to set up your own. Our sales department uses this software as well as our marketing staff. We use it internally with customers, but we also provide third-party reseller packages which are sold directly to customers via Salesforce Data Cloud.

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Pros
  • Easy access
  • Very intuitive interface.
  • Lots more options than other CRMs (SalesForce)
  • Great customer service! They've been great about fixing bugs quickly without too much hassle.
  • Able To Track Leads From All Sources In One Place
  • Email Campaign Tracking & CRM Integration
Cons
  • Almost everything is ok