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Review on Dashcord by Matt Morgan

Revainrating 5 out of 5

Great visual creator and solid automation features

The user interface is very intuitive, which makes it easy to pick up. It's also easy to create custom buttons, which allows you to do things like add an "Inbox" or "Sent Mail" folder. I dislike that they don't have pre-built templates for some of the more common functions. For example, if you wanted to make sure that all email sent from an account has a specific label attached (such as "New"), you would need to use code to set this up. You can get around this by building your own template for each account, but you would then have to update those templates when anything changes. If a new feature comes out in Salesforce, you'd be stuck waiting for them to build a template for your product. Also, there are no pre-built templates for customizing certain aspects of the dashboard. But these issues aren't too big of a deal because it's such a great tool overall. We.

img 1 attached to Dashcord review by Matt Morgan

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Pros
  • And their software worked exactly how our sales reps told us
Cons
  • There are nuances