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Templeton Solutions Review

1

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Excellent

Revainrating 5 out of 5Β Β 
RatingΒ 
5.0
Value-Added Resellers (VARs), Microsoft Channel Partners

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Description of Templeton Solutions

Templeton Solutions offers CRM consulting services for accountants and service firms.

Reviews

Global ratings 1
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Type of review

Revainrating 5 out of 5

Review for ClientExec - Easy To Use CRM

The ease of use makes this software easy to learn, and it is also intuitive enough that even non-technical users can start using it without any training or assistance from our team. It's not very customizable at all. Also, while you may get a lot out of their free trial version, there aren't many features in it which prevents us from getting an accurate assessment of how much support they provide. They did have some nice integrations with Quickbooks Online but those were few & far between. We…

Pros
  • Easy integration into other platforms like Salesforce/Zendesk etc.Great customer service always helpful when I had questions about things we could do within SFDC / Zendesk
Cons
  • Not bad