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ProclaimCRM Review

5

·

Very good

Revainrating 5 out of 5  
Rating 
4.8
Vertical Industry, Church Management

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Description of ProclaimCRM

Cloud-based solution to strengthen relationships with your members and visitors using activity management, member portal, and more.

Reviews

Global ratings 5
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Type of review

Revainrating 5 out of 5

Was using another CRM software prior - really enjoyed moving away

I like that it is easy to use, it has all of my CRM needs in one place for our organization! It's not super customizable but we are able to make changes as needed without having to go through a long process. The customer service can be hit or miss sometimes. We had an issue with our credit card processing which took over 2 weeks before they responded. They did eventually respond but only after many emails back and forth so there was some lag time between when we first contacted them about the…

Pros
  • easein accessing your account history..security features password protection security code verification...account tracking
Cons
  • Nothing here

Revainrating 5 out of 5

Everything Seems to work with little glitches

I like that it is very easy for me as an employee of my church organization where we use this software system daily! It's so simple but yet effective in managing our contacts database which helps us keep track who has been contacted by whom when they have visited or called etcetera!! Sometimes you can't find certain things if there are not enough people searching through them - however overall i do enjoy how user friendly everything seems from setting up emails/phone numbers all over again…

Pros
  • Easy to set up
  • Easeful navigation throughout program
Cons
  • Zero

Revainrating 5 out of 5

ProclaimCRM - Great Tool - Would recommend

The ability for our sales team to have access from any where in the world is great! I like that we can keep track of all leads/contacts within one system. It really isn't anything at this time but when creating an account they could be a little bit clearer about what features are included. We use it as a way to organize leads/contacts. This allows us to see who has been contacted most recently by phone or email which helps me prioritize my schedule each week. I like that it's a very easy to…

Pros
  • Lotsa good info available through them via google searches etc
Cons
  • Secret

Revainrating 4 out of 5

Great platform, even better support

I like that we can see all of our contacts in one place which makes it easier for us as sales professionals to keep track of them. It is also very easy to navigate through the system and find what you are looking for. The customer service has been great so far! We have not had any issues since we started working with them at this point. If there was anything I would say it might be the fact that sometimes when I am trying to edit something or add new information into my profile it will take me…

Pros
  • I like the fact that all of my information is in one place and it is easy to find what I am looking for
Cons
  • It sometimes will take me back to the point I was before when I started to edit something

Revainrating 5 out of 5

Very User Friendly & Easy to Use Software

I like that it is easy for my clients who are not tech savvy at all! It's very intuitive so they can easily use this software without having any problems or issues when trying out different features of their website/blog etc.. The customer service has been great too!! There isn't much because we have only had one issue since getting our account set up which was minor but still important - just needed someone else looking over things from time in order get resolved quickly (and thanks you!)…

Pros
  • Customer Service
  • Easy to Use, User Friendly Interface
  • Includes many necessary Features with little hassle if there ever should be an unexpected need.
  • Extremely Cost Effective Compared To Other Software Similar
Cons
  • Some disadvantages