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763 Review
28 Karma

Review on ProVisit by Chris Castro

Revainrating 5 out of 5

Very good system but not flawless at times

The platform is very easy to use with clear instructions for our employees who are new users of this software as well those already familiar with its usage or even non-IT staffs!The training provided by their team was invaluable in helping us understand how proviso works within minutes after receiving an access request from one of my customers during onboarding process!!I wish there were more advanced features available such as ability to add custom fields (this would be great). I have been using it since 2017 however we still face some challenges regarding integrating data between different tools like Pardot which uses another version/branded tool called Veeva CRM.We also noticed a delay when updating inventory due dates so therefore customer's orders will no longer reflect correct status until they refresh them manually through admin portal once again; especially if you want automatic update everytime someone adds products into cart without refreshing page itself - otherwise order may get stuck pending approval stage where user has requested autoapproval upon adding product to shopping list before The dashboard is very user friendly with clear layout of all data points in easy to read format for our staff members as well as visitors! I wish there was an option to have two separate dashboards one for new clients vs current customers. It would be better if we could add more fields/pages per page (we are limited now). Currently it's hard to see which pages were viewed by each visitor so tracking who has seen what can potentially give us some insight into improving content or product offerings.

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Pros
  • Easy, intuitive interface that makes managing your business easier.
  • Ability easily track sales opportunities via Salesforce integration while keeping everything organized &amp
Cons
  • Nothing here