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Obsidian CRM Review

3

Β·

Excellent

Revainrating 5 out of 5Β Β 
RatingΒ 
5.0
Vertical Industry, Financial Services

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Description of Obsidian CRM

Obsidian CRM seamlessly keeps track of all your contacts, notes, activities and opportunities using the interactive finance CRM dashboard.

Reviews

Global ratings 3
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    3
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Type of review

Revainrating 5 out of 5

Easy To Use Way For Organizing Documents

I like how easy it is to find relevant documents quickly in this product. The fact that you can access everything from anywhere makes me want to use this software whenever possible. It sometimes freezes when loading which then requires restarting. Otherwise no complaints so far for this program. Nothing as of yet but there isn't anything bad either. Keep an eye out if your considering this one because it's not very expensive or complicated. If you're looking for something simple to keep…

Pros
  • Easy search function across multiple platforms including desktop/smartphones etc., ease at accessing info wherever we are.etc..all make up into great tool worth using!! :)
Cons
  • There are troubles

Revainrating 5 out of 5

Great cloud software, very intuitive and user friendly

I like that it is easy to use for both our sales reps as well customers! It can be used from anywhere with an internet connection which makes us more productive in this day & age!! Also helps avoid wasting time searching through emails or files when trying figure out what we need next-it's right there at my fingertips. Not much dislike about how good everything works together but sometimes if you make changes they don't show up until refresh so keep working away after making any…

Pros
  • Everything seems very simple yet all functions work seamlessly alongside every other software application currently installed throughout various business units across numerous locations

Revainrating 5 out of 5

Great Customer Relationship Management Software

I love that it is easy to use with tons or features! It has so many different ways you can set up reports/dashboards which makes creating multiple views very simple as well! The team at Blackbaud are always willing help out when needed too!! Nothing but great things about this software. If looking for an easier way than other customer relationship management platforms then look no further because Obidian will make sure they get there needs met in every aspect possible from sales through…

Pros
  • Very friendly staff who keep me updated regularly
Cons
  • None