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791 Review
41 Karma

Review on Prospect Direct by Bankroll Reed

Revainrating 5 out of 5

Easy-to use cloud data solution that integrates with many business tools

I like how easy it is for my team members who are not familiar or comfortable using Excel software can jump right into this program without any training required! If you have an existing system built out within excel then there's no need to learn anything new about creating reports because all functionality will be available through one place - which makes life easier when trying to get multiple people involved at once (i'm looking @ my coworkers!).

img 1 attached to Prospect Direct review by Bankroll Reed

It would also help if they had more templates/samples included so we could see what each template looks liked before purchasing as well. We're able to easily pull information from our CRMs & other databases straight into PDR. This saves us time by having less work needed outside of just pulling info directly off records stored elsewhere vs needing someone else do additional research / extractions etc..

Pros
  • Easy, intuitive interface that anyone with basic computer skills should find very simple in use; reporting capabilities make data entry much faster than entering manually via spreadsheets..not sure why some programs still require manual inputting instead automated inputs? Also great product support staff!! Very helpful whenever questions pop up along way during implementation process they were always quick responding w excellent suggestions&amp
Cons
  • None