Audrey Lafleur
Sales Operations Coordinator · 1-10
1 review written · 4.0 average
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Reviews by Audrey Lafleur
★★★★★
Configuration took me maybe an afternoon. That's not an exaggeration. Getting our contact fields, lead statuses, and custom pipelines set up felt more like filling out a form than doing IT work, which is exactly what a six-person team needs. I'm not technical, and I never once had to call someone to figure out why a setting wasn't behaving. Everything lives in one logical place, and the lack of buried menus is genuinely refreshing. Their support team also walked me through a few customization questions during the trial at no extra cost, which I didn't expect at that price point.
The one real gap is user permissions. There's no way to restrict what individual team members can see or edit at a granular level. On a tiny team it's manageable, but if you're even slightly worried about one person accidentally overwriting another's notes or accessing contacts they shouldn't, you'll feel that limitation. For what I need day to day, it hasn't been a dealbreaker. Just something to know going in.
