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Clevertim CRM Reviews

User Rating

4.8/5 (Based on 8 Ratings)

Rating Distribution

  • Excellent

    75%
  • Very Good

    25%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%

Do You Use Clevertim CRM?

Write a Review
Reviews
US

User in Information Services

November 1, 2019 Source: G2.com
"Best CRM for small level business."
What do you like best?

Clevertin CRM is best tool used in small level business.we can update and follow up any notification easily .

What do you dislike?

i have not seen any dislike thing till now.

Recommendations to others considering the product:

have not any question.

What problems are you solving with the product? What benefits have you realized?

update any notification related to business and customer call update ,follow up the notification.

Read more
NK

Naveen K

September 26, 2019 Source: G2.com
"Honestly is the best CRM for contract and campaign management."
What do you like best?

Great with contract management.

Easy to install and customize with business operations of the company

It's suitable for small and large companies.

What do you dislike?

Yes it's a great software which is suitable for small and large companies.

Recommendations to others considering the product:

Yes it's very important software for lead and campaign management.

What problems are you solving with the product? What benefits have you realized?

Customization is so simple and I really admire it.

Reliable with campaign management.

Handle the business operations is a desirable Manner.

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AC

Alexander C

February 15, 2014 Source: G2.com
"Very easy to use, unlike other complicated CRMs"
What do you like best?

We looked at a lot of CRMs out there, but the vast majority are bloated with features we didn't need in our small business. We found Clevertim CRM to be a breath of fresh air in its simplicity and ease of use. It was an easy sell to my sales team. Support is very responsive, friendly and most importantly they solve the problems, not just close tickets.

What do you dislike?

If only it would integrate with Outlook, that'd be great. A bit of a dislike although the dropbox feature makes up for that a bit. Still Outlook integration would tick all our boxes.

Recommendations to others considering the product:

If you're looking for something easy to use & learn, then this is it. Customer support is great too.

What problems are you solving with the product? What benefits have you realized?

We're a small team and Clevertim CRM helped us by:

1. Having all the info in one place and visible

2. Making sure we don't forget to follow up

3. Give managers the full picture of what's going on in the business

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AF

Amanda F

November 24, 2020 Source: G2.com
"An adequate tool for CRM solutions."
What do you like best?

By Clevertim CRM we have observed an extensive improvement in our business. Because of it, I can easily keep an eye on my team’s progress at work and it also helped us in contact management. Its features like that of management notes and reminder notes helped us a lot too. We love the way it keeps the authentic statistics and details. We can now customize each feature according to our needs. We have found it as perfect software that is prompt and transparent and helped us in getting huge benefits within a short period.

What do you dislike?

What we don’t like about it is its customer service which we found as quite lazy and very unsupportive. Apart from its customer service, there isn’t anything that we don’t like about Clevertim CRM.

What problems are you solving with the product? What benefits have you realized?

Clevertim CRM is a highly efficient and simple to use tool for the management of customer relationships. With it, we have observed a huge benefit within a short time. Its various features like management notes and calendar notes are its plus points too. With it, we can keep a better track of statistics, and the ability to customize each feature is very amazing. but its customer service is something we are not satisfied with otherwise it is an excellent CRM solution.

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AE

Adrian E

June 5, 2019 Source: G2.com
""Clevertim CRM" a great software that allows me to customize my contacts at a high level"
What do you like best?

I love the style in which this platform works offering us a unique demonstration to accurately explore the details, statistics, how to customize each feature and be able to visualize the interface with a better perspective by means of examples so that the team trains properly before buy the product I think everyone should offer this type of demonstrations to give more incentive to project teams, whether small or medium companies.

What do you dislike?

I have nothing to criticize. Clevertin CRM is a software that brings great benefits and works in a clean and fast way in the collaboration with our clients.

Recommendations to others considering the product:

Clevertim CRM always responds so that something never happens to us and has a series of interesting features for any organization that is dedicated to sales, project preparation and administration in different areas.

I recommend the premium plan that has a capacity of 40 users $ 2 / user / month for additional users, for 10 users. With exclusive promotions

What problems are you solving with the product? What benefits have you realized?

Every day a lot of tasks are handled, documentation, emails, folders, contacts, etc. Clevertim CRM has allowed us to clearly achieve and control this load as it has a powerful storage and has a specialized service that has benefited the IT team in all its aspects

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WF

Walter F

March 18, 2019 Source: G2.com
"CRM multi-device management system for small businesses"
What do you like best?

It is a CRM tool that helps me assign and track the work done by me and other team members. Clevertim CRM uses zapier to integrate hundreds of applications such as: Twitter, MailChimp, Constant Contact, Campaign Monitor, Mailgun, AWeber, Freshbooks, Wufoo, Zendesk, and the API includes Contact Management, Retrieval of reminders, opportunities, and the management notes.

What do you dislike?

I have no complaints, this tool is easy to adapt and fulfills the tasks that are needed at a fair cost for the amount of benefits and customer service that they offer.

Recommendations to others considering the product:

For those looking to have security software Clevertin stores data securely on servers regularly and keeps servers updated with the latest security patches as they come out with a data backup twice a day.

I recommend the free 30-day trial to familiarize yourself with the product and determine if it is a service you are willing to pay

What problems are you solving with the product? What benefits have you realized?

It is software that you can open on all platforms to keep your team communicated remotely, allows small sales, marketing or customer service team to work together on sales opportunities, customer cases, track customer profiles , emails, notes, files exchanged, etc. - all in one place and available to other team members in a multitude of devices: desk, phones, tablets. Clevertim helps our team work more united allowing you to develop several administrative tasks with more productivity

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Jm

Jeff m

August 28, 2019 Source: G2.com
"A great Application for a small business"
What do you like best?

Clevertim is a CRM tool that allos me to track the work done by myself and other team members. It makes use of zapier to intrate many applications including, ,Campaign Monitor, Freshbooks, MailChimp, Constant Contact, Mailgun, AWeber, , Wufoo, Twitter, Zendes. The API includes contact management, reminder notes and management notes.

What do you dislike?

I have no real complaints this application is easy to use and fulfills the needed tasks at a good price.

Recommendations to others considering the product:

I recommend the free 30-day trial to familiarize yourself with the product and determine if it is a service you are willing to pay

Try the 30 day free program. Learn how to use it. Then upgrade to the next level. For those concerned with security, Clertin stores data on secure servers and does backups twice a day

What problems are you solving with the product? What benefits have you realized?

This is a software that can be used on many different devices. It allows your team to work with each other in different locations. You can work on customer cases and sales calls. The program will help track emails, notes and file exchanges, Clevrtim has help improve the functionality of the office, by allowing all of our team members to be in sync with each other.

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