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1 Level
1338 Review
27 Karma

Review on PRMDeals by Robert Ryokan

Revainrating 5 out of 5

Deal Doc has been a tremendous help to our customer service team!

The user interface is really easy to use, it's very intuitive! I am able to find what I'm looking for in no time. It has helped us with our customer service department by being able to quickly locate all of our past deals that we've closed. We can also export these into Excel so they are available as reference when needed. This isn't an issue but sometimes you have to click or tap twice before something happens (e.g., opening another window). Sometimes this takes some getting used to because there is nothing visually telling me that my action will take place right away. This program allows us to track every deal we do, from first contact through closeout.

img 1 attached to PRMDeals review by Robert Ryokan



Pros
  • Also offers great reporting capabilities including email notifications via csv file attachments upon completed sales transactions; making data sharing convenient among multiple users across various platforms such as outlook/desktop applications etc
Cons
  • Zero