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We proudly serve the following verticals: Home Services, Mortgage, Education, Insurance, B2B, Auto-lending, Franchise Based Companies, and Call Centers.
Given our extensive blended footprint, we do not focus on specific verticals. In saying that, we tailor our software around CRM users, so generally aim to on-board CRM -based teams.
I am really impressed with the software, and I'm even more impressed that the team actually listened to my feedback and made the exact adjustments that were on my wish list.
I can't see any cons with the software ever since I used it. If there are any problems I'm sure the problem is not the software but my computer.
I have been working with Sales Ex over the past months and have nothing but praise. Their product is simply amazing but most importantly is the customer service is second to none.
Have a general sense of your sales/workflow before setting everything up in the CRM to avoid having to make changes in the future.
Easy to use, pricing is fair and customer support is usually very quick to resolve issues. They are also always working on ways to improve the software for ease of use and better functionality.
Lack of reporting functionality. My support team has been really good at trying to get us what we need, but the lack of reporting functionality is holding us back a little.
I would highly recommend it for start ups and smaller companies because it is very adaptable and affordable - great value.
I also don't like the way in Push Distribution, you can't see Lead Source fields. That should be option based on the discretion of the administrator.
I love how easy and user friendly Contivio is, I hardly ever have any issues.
I've had some trouble even just signing in multiple times and the tracking of calls is sometimes hit or miss. Not sure if these are just minor bugs or common problems with other users.
I like that I can control everything from the provided dashboard. The application is set to automatically launch when I login to my computer and this is all relatively seamless.
No instruction/guidance on configuration provided. No timeframe or learning materials.
Overall my contivio experience is pleasant, and the set up is very simple to use.
For example, once I am barged on a co-worker's call, no one else can simultaneously barge on that same individual until I have stopped monitoring.
I love being able to use this system anyplace that has WIFI. I travel a lot for work and it's important that I am able to speak with clients when problems arise.
I have problems with contivio, when I use our separate order processing software we receive random contivio pop ups always.
Prioritize real-user-identified key features according to your needs to find your best fit.
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