Orla Fitzpatrick
Independent Sales Consultant · 1-10
1 review written · 3.0 average
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Reviews by Orla Fitzpatrick
★★★★★
Reporting is where this thing starts to show its limits. For a solo freelancer tracking a handful of leads, the built-in pipeline view does the job fine day-to-day. But the moment I wanted anything more nuanced, like slicing activity by month or seeing trends in how long deals linger at each stage, I hit a wall fast. There's basically one canned report format. No custom dashboards, no way to visualize patterns over time. I've spent the past year exporting CSV files and rebuilding what I need in a spreadsheet, which isn't exactly the point of having a CRM.
That said, $10 a month with no contract and genuinely helpful phone support does count for something. Onboarding was quick, contact management is clean, and I don't dread opening it. The customer service team actually picked up when I called with questions about the lead tracker, which is rarer than it should be. If your reporting needs are minimal, you'll probably be happy. Mine aren't, so I'm stuck half-satisfied.
