GleanView

GleanView

5 / 5 4 reviews

Who Uses This Software?

GleanView's target market includes small and mid-sized B2B companies with at least 10 users.


Average Ratings

4 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $499.00/month
  • Pricing Details
    Unlimited Users. No contracts.
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • GleanView
  • gleanview.com/
  • Founded 2015
  • United States

About GleanView

GleanView is an Account Based solution that combines CRM, Marketing Automation, and Analytics into one Unified, cloud platform. Our software aligns Sales, Marketing and Service teams around targeting, acquiring and retaining high value customers.


GleanView Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

GleanView Reviews Recently Reviewed!

Gleanview has been an excellent tool to help keep my active projects organized in one place.

Nov 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The option to customize the search fields for specific projects and or customers is the most helpful feature for my specific needs

Cons: I wish there was an option to save your preferred search options so you didn't have to re-filter them each time you refreshed the page after an update or logging out.

Overall: Project organization

311c5d485112c71738015cdbd62aa8c3

Outstanding Service and Value - Complete Customer Relationship Solution

Oct 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: We switched from a competing CRM to GleanView and ended up saving alot per year without losing any functionality. The service has been top notch and has gone above and beyond to accommodate our needs. The team at GleanView has been able to really customize the integrations to match our sales and marketing process, and we now have a full solution that manages our customers and prospects from lead to repeat order.

Overall: We are saving a ton of money and getting a better product and service that we had with our previous CRM.

All of our customer interactions in one place

Feb 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: GleanView is integrated with our online shopping cart, and all of our online orders/web quotes flow directly from our website into GleanView. These transactions are then routed to our sales and customer service team members using custom assignment rules, which were very easy to set up in GleanView. Web quotes are automatically entered as sales opportunities and assigned to sales and are tracked as pipeline.

I like the fact that all of our customer interactions are tracked in one central place that can be accessible anytime and from anyplace by all of our team. Every online order, offline order, phone call, web visit, and email for every single one of our accounts is tracked in one place. I also like the fact that GleanView is very customizable and was able match our workflow.

There were a few things along the way (some minor bugs and enhancements). The GleanView team has been great about fixing things like that quickly.

The integration capability really sold us. Being able to integrate all of our major systems ¿ phone, email, shopping cart, and website ¿ has really helped us understand our customers and their needs better.

We had a fairly manual process of lead and order follow up previously that relied on manual data entry and used several different systems. We wanted something that could put all of our customer data and interactions in one central place. We were able to reduce the administration and manual entry time of our team significantly, which allows them to focus more on following up with our customers.

Gleanview keeps me organized!

Feb 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support

Comments: I am usually going in between a ton of leads and opportunities at the same time. I can' t imagine being able to do that without the organization and clean interface that Gleanview provides. I can very easily with the click of a mouse see all of my contacts history and all my emails and phone calls are automatically saved. I maneuver through my open accounts and new business leads very easily and can manage my next steps in a very organized manner. This ensures I move things through the pipeline more efficiently which equates to more sales.