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ClientSky Review

2

ยท

Very good

Revainrating 4.5 out of 5ย ย 
Ratingย 
4.5
Sales, Quote Management

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Description of ClientSky

Beautiful, Online Client Sales Proposals.Increase sales proposal conversion and shorten the client sales cycle with ClientSky.

Reviews

Global ratings 2
  • 5
    1
  • 4
    1
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 5 out of 5

Great Product - Helps with Proposal Generation

The ability to manage proposals in one window is very helpful when it comes time for me or my team member send out quote request/acceptance of offers etc! I wish this was available as an add-on option at some point so that we didn't have make all our changes through the main portal page only once per month (which gets old real quick). We are able solve problems regarding quotes being lost during processing via multiple email exchanges between clients who seem unable t remember what they agreedโ€ฆ

Pros
  • Easy access
  • Very efficient with creating new quotations.
  • Can pull up previous quotation requests easily without having them saved into your account already
  • Ability create proposal templates quickly within clientsky itself
Cons
  • Minor Issues

Revainrating 4 out of 5

Great product and exceptional Customer Service

I like that it's easy to use for my clients as well! It has helped me increase proposals sent out by 10% in just one month of using this software. The customer service is great too - they are always willing to help you if needed! Nothing yet but we have been working together since day 1 so far no issues at all! Highly recommend!! This helps us send more emails/proposal requests which leads into additional business opportunities. We also get better results when sending our email campaignsโ€ฆ

Pros
  • Easy interface
  • Great layout with simple navigation structure
  • Ability make changes easily within platform (ease)
Cons
  • Can be hard sometimes figuring how things work, especially early