Header banner
Revain logoHome Page
Thong Lopez photo
1 Level
817 Review
51 Karma

Review on OAK!Merge by Thong Lopez

Revainrating 5 out of 5

Great tool when merging fields and mapping them together

I like that it is easy to use, has many options for importing/exporting data from other software packages (such as Excel). It's also very flexible in terms of how you can set up your own rules / filters on what gets imported or exported. The only thing I dislike about this product is there are no tutorials available online - which makes learning more difficult than if they provided some basic training material out-of-the box. We have used Oak Merge with our CRM system called Salesforce so we could export all contacts into one file format that would be compatible between both systems.

img 1 attached to OAK!Merge review by Thong Lopez



Pros
  • Can import excel files easily..can filter imports by specific fields.easy access via desktop shortcuts..very good support team when needed...great customer service...works well within Microsoft Dynamics 365 environment too....seems reliable enough........good price point compared w
Cons
  • None