Jamie Colbert
Sales Operations Manager · 51-200
1 review written · 4.0 average
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Reviews by Jamie Colbert
★★★★★
Six months later, the contact management and task modules are baked into how my team works day-to-day. The calendar sync keeps everyone aligned, and because it runs in any browser on any device, field reps stopped asking IT for special access. The configuration options for customizing our lead stages took maybe an afternoon, no coding, no ticket submitted to a developer. At ten dollars per user per month with no contracts lurking in the background, the CFO stopped frowning at me during budget reviews. That's a win I don't take for granted.
My one honest complaint is the reporting side. For an enterprise rollout where leadership wants sliced-and-diced pipeline visibility, the built-in reports feel a little thin. I've worked around it by exporting to a spreadsheet, but that adds a manual step I'd rather not own. It's not a dealbreaker, and customer service has been genuinely responsive when I've raised the question, but if you're running a team that lives inside dashboards, set your expectations accordingly before you commit.
