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Involve.AI Review

3

·

Very good

Revainrating 4 out of 5  
Rating 
4.2
Customer Service, Customer Success Software

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Description of Involve.AI

involve.ai organizes all customer data and interactions in a single dashboard so you can quickly predict customer health, stop customers from leaving, and expand them to increase revenue.

Reviews

Global ratings 3
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  • 4
    2
  • 3
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  • 2
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  • 1
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Type of review

Revainrating 4 out of 5

Great little tool so far, looking forward

The best part is that it helps me keep track of my clients by making sure I don't forget about any one client or interaction with their business! It's great for keeping up-to date information without having to go back through an excel spreadsheet every time there are updates. There isn’t much at this stage but they do have some features coming soon such as adding multiple contact points per account (i will be testing out this feature) which would make things more efficient if used correctly…

Pros
  • Lots can done very quickly due simply click buttons rather than typing everything manually
Cons
  • Other minor issue was sometimes hard remembering exactly what needed

Revainrating 4 out of 5

Using Freshsales since 2014; excellent experience

It helps me understand my clients better by providing insights that I would have otherwise missed out if not for this tool! The platform is easy-to use as well - it's very intuitive with no complicated features or functions when compared against other platforms like Salesforce & Hubspot which are more complex than simple CRM tools suchas invoicing software/tools etc., but still lack some of its core functionalities (like ACH processing). If your client has an online presence then having their…

Pros
  • Saves lot oe ftime !
Cons
  • Data aggregation can be improved

Revainrating 5 out of 5

Excellent cloudbased Project Management Tool

I like that it is easy for me as an admin user (or even non-admin) because of its intuitive interface; plus there are tons available features which makes this software very useful! It's not perfect though - sometimes when we have too many emails sent at once or if they're large files/emails then our system may crash but only temporarily until everything goes back up again after about 5 minutes later. Sometimes my team members don't know how much time has passed since their last activity was…

Pros
  • Easy to use
  • Many Features included in one Software Solution e.
  • We've been using Google gsuite product suite already beforeinvolv3e came into picture , hence no needof additional setup work donefor google integrationsetups.
Cons
  • None