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1357 Review
35 Karma

Review on Tellius by Jake Powell

Revainrating 4 out of 5

Great Function - Would have loved updates that could sync data between various sources

The ability for us as an organization to access our customer information in one place rather than having it scattered throughout many systems was very helpful! I would like if there were more options available when searching by account number or phone number vs only being able to search through names/email addresses etc. This has been great so far but we are still trying to figure out how best utilize this function within our team (we're not sure yet). We've found ourselves going back into records at times because they do not always update correctly with changes made elsewhere. If you know where your contact info is stored then this makes finding them much easier which helps keep track of all accounts.

img 1 attached to Tellius review by Jake Powell

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Pros
  • The ability to consolidate all customer information into one place
Cons
  • That there are no options for searches based on phone number or account number, it seems to be limited to name and email address