Graham Hollingsworth
Sales Operations Manager · 201-1000
1 review written · 4.0 average
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Reviews by Graham Hollingsworth
★★★★★
Six months into rolling this out across a mid-sized sales org, and the verdict is genuinely positive with a few asterisks. The visual pipeline is the standout. My team picked it up fast, which is rare in a company this size. Workflow automation handles the repetitive stuff well, and the invoicing module surprised me by being actually usable rather than bolted on as an afterthought. The industry templates got us to a workable baseline in days, not weeks.
Where it gets tricky is edge cases. At enterprise scale you start hitting limits around custom field logic and complex multi-team permission structures. The rules work fine for straightforward setups, but when my ops team needed conditional field visibility based on deal type, we had to find workarounds. Support was responsive and friendly, genuinely so, but the answer was often 'that's on the roadmap' rather than a live fix. For an SME this would be a non-issue. For a bigger rollout, go in with eyes open on the customization ceiling.
