Good product, would be amazing with a few tweaks.
Use Cases and Deployment Scope
The CS reps at my company use it to track communication, risk, escalations, and other metrics for our team/clients. It helps keep all the information from the sales force, zoom meetings, emails, and phone calls in one place and allows us to track metrics and KPIs better. It also allows us to see our CTA's and Salesforce cases and pull reports based on what products our clients are using currently.
Pros
- Integrate with Salesforce.
- Integrate with gmail.
- Zoom AI recording.
Cons
- Can be difficult to pull reports.
- Don't like things are spread between home, dashboard, and timeline.
- The search function is a little wonky in my opinion.
Return on Investment
- I am just a user so I do not think I can speak to this.
Usability
Other Software Used
Salesforce CMS







