# Mission Suite Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Mission Suite the right CRM solution for you? Explore 51 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/183397/Mission-Suite/reviews --- Mission Suite 4.5 (51) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Mission Suite Ease of use 4.3 Customer Service 4.8 ## Pros and Cons in Reviews Bm Bikram m VP of OperationsEnvironmental Services, 2 - 10 employeesUsed the software for: Less than 6 months. “We are utilizing Mission Suite for a number of offerings, check their products and pricing...you'll see why we chose them!“ July 21, 2021 ## Showing most helpful reviews Showing 1-25 of 51 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CG Carl G. Vice President of Sales and Marketing Information Technology and Services Used the software for: 2+ years ### "Effective Marketing Automation Platform with Excellent Value" March 15, 2019 4.0 The Mission Suite was selected by our organization after evaluating several other marketing automation platforms because of its ability to: Offer great value for our investment; deliver all the key functionality we needed; provide excellent customer service. None of the other platforms were able to hit this combination as effectively. We’ve enjoyed great success using The Mission Suite as critical component of our go-to-market efforts. Pros The Mission Suite provides all of the key functionality a mid-sized organization requires to deploy, monitor, and manage marketing/demand generation campaigns. It enables our small marketing team to accomplish more by centralizing our outreach to one platform - we can send emails, track event registrations, offer "free" downloads, etc, to our target prospects and while tracking effectiveness. The built in CRM also provide the necessary functionality for our sales executives to quickly access target information, log activities, and see "hot" prospects. Customer service is excellent - The Mission Suite team is always very responsive to any inquires and we're almost always speaking to someone who is highly knowledgeable about the system. Cons As a long-time customer (2+ years), we’ve seen the platform evolve and improve, but the user interface can take some learning. It’s functional, but not always intuitive. From a pure UX perspective, it’s not the most attractive or elegant of interfaces – which is a bit of a superficial criticism, but the reality is that many “creatives” are not technology experts and we’ve learned that it take a bit of time to not feel overwhelmed with learning the system. While The Mission Suite provide a generally complete set of the “essentials” – we’d like to see it continue to add tools around emerging marketing techniques – like increasing it’s ability to utilize social media and facilitate ABM. There are some rudimentary component here, so we expect to see more in this area. Review Source Kurt M. Consulting Computer Software Used the software for: 1-2 years ### "Perfect Tool for Marketing and Connecting with Customers" July 20, 2019 4.0 Pros Very easy to learn. It is a cloud product and has not had any significant downtimes or impacts on the business. My team was able to come up to speed quickly. It is more intuitive than Hubspot or Marketo and cost less. It is a no-frills marketing automation tool that suits most of my client's needs. I like and recommend the product for small marketing teams. Cons Getting data out can be a real pain. The system lets you download the basic data but nothing of value that other marketing tools could use. The permissions process to download data is unworkable. Documentation is limited, and very little community support. Review Source VR Verified Reviewer Production Manager Media Production Used the software for: 6-12 months ### "Not worth the time " March 12, 2019 2.0 Not overly impressed Pros Lots of features you will never need things that only come up if you are a software team Cons Adaption by ALL team members is the only way it works at any level Review Source Response from Mission Suite March 15, 2019 Thank you for your review! I¿m sorry that you haven¿t been able to get the value out of Mission Suite that you were expecting. We do offer training and consultation at no cost to help you learn more about how you can use the different features of our system for your business. Feel free to reach out to us for training at any time and we¿re haply to be of help! PW Philip W. Owner Professional Training & Coaching Used the software for: 6-12 months ### "Mission Suite" March 5, 2019 5.0 Mission Suite has provided for me a platform that allows me functionality to capture contact data, respond quickly to those prospects and follow up with them. It also allows me functionally to communicate to my contacts through email and newsletters - it helps me stay in contact with my prospects and clients. Pros I am not a software guy - not big on technology - Mission Suite gives me the functionality I need to grow and drive my business. A representative is there when I have questions or run into a technical issue. I am really please with the functionality Mission Suite offers and I can't wait to learn more and dive deeper into the functionality! Cons I really like the software, it is user friendly and has so much functionality - I have to say it does get intimidating at times with so much functionality but \[SENSITIVE CONTENT HIDDEN\] is there to walk you through it! Review Source KB Kim B. Owner Individual & Family Services Used the software for: 2+ years ### "Great CRM for my business!" March 6, 2019 5.0 Pros I love the customization of this CRM for my company. In getting a CRM, I needed functionality as well as affordability for my business and an opportunity for it to grow with us. I have been a customer for 3 years now and I can say, Mission Suite provides all three of these needs. The best part of this software is the customer response from \[SENSITIVE CONTENT HIDDEN\] to help answer questions and training for me and my manager. Cons I am not very "tech savvy" so my learning curve is high with any CRM. The hardest part for me is understanding the ins/outs of workflow and such within the system, but I can't critique the system for that. Its a "user-error" issue for me. We have had some glitches that we couldn't tell if it was our server or the software server, but we have had a quick response to sort through that in the past. Review Source Crystal F. Office Assistant Telecommunications Used the software for: 1-2 years ### "Mission Suite" January 5, 2021 4.0 my overall experience was positive this software is very user friendly and helped the business grow. Pros what i liked most about this software was jow simple it was to set up and start marketing and gaining Cons what i liked least about was the formatting at times make it a bit difficult to navigate through areas. Review Source PP Philip P. Owner Civic & Social Organization Used the software for: 1-2 years ### "Bang for your buck!" March 7, 2019 5.0 Overall we've been super satisfied with our experience. We've built it in to a lot of the functionality on our website and it's been awesome! Pros I've been using Mission Suite for about 20 months now. It offers us all the features and functionality of a much more expensive solution at a price we can afford as a small business. The other thing that I really like is that I can talk to someone about any issues that pop up. The training and the service is second to none. Cons I'm really in it for the functionality but if I had to give some criticism it would be that it's not the sexiest to look at. Review Source GP Gerri P. Owner Professional Training & Coaching Used the software for: 2+ years ### "The entire package" April 9, 2019 5.0 Ian was fantastic. He is extremely responsive and guided us through the whole process for set up and implementation. Pros We consolidated our marketing platform with our CRM system and reduced our costs. The system is robust and allows us to perform complex automations. Cons At first it is not as user-friendly as other systems, but once you learn the basics you can customize it as you need. Review Source VR Verified Reviewer Vice President - Sales & Client Relations Broadcast Media Used the software for: 1-2 years ### "VZP Digital Review - Mission Suite" March 1, 2019 4.0 Operating efficiencies are great. It helps me recall dates, topics, follow-ups that are due. Pros \- Easy to use - Depth of each field - Contacts, Communication, etc. - Overall Value for the Money Cons \- It may be my lack of knowledge using Mission Suite correctly, but I find it cumbersome to add new contacts from an existing account. For example, if my only contact at XYZ TV is John Smith. Then I add Mary Brown to XYZ I have to add all of the info that should be the same - address field, phone number field, etc. Review Source VR Verified Reviewer LDP Environmental Services Used the software for: 6-12 months ### "MissionSuite Staff Improves" March 12, 2019 5.0 Pros One of the main things I like about Mission Suite is the willingness of the staff to try and improve the service and tailor it to your companies needs. Webinars are also great. The software does the job, wish there were a few more features, but it does good enough. Cons I believe Mission Suite could improve its report pulling functions, being able to pull excel reports on specific leads etc. More functionality on following a lead process, giving timings, etc. More data basically. Review Source TC Travis C. Owner Insurance Used the software for: 6-12 months ### "Mision Suites is great" March 1, 2019 4.0 Our experience has been great. The level of service we receive from the staff is awesome. Thank you. Pros It is very user friendly. We had Salesforce for sometime and it was very difficult to operate. Cons It does everything we need for our day to day operations of our insurance company. Only problem I have is pulling reports. I'm sure it's a lack of training on my part. Review Source SP Shea P. CEO Telecommunications Used the software for: 1-2 years ### "Best bang for your buck" February 28, 2019 5.0 It's been amazing. Honestly, the functionality is fantastic, it's easy to use, the support is on point, and the price structure fits exactly where we are at as a business. Pros The setup with their support was done in a day, and they were available to help make tweaks in the months that followed. I felt like I could use it effectively in no time, and that's something I had never gotten before. Cons There's not a lot here. If there's something I've perceived as a limitation, it's usually solved after speaking to support. Review Source GK Gregg K. CEO Financial Services Used the software for: Less than 6 months ### "Hands-down the best, most versatile, user-friendly system available" March 1, 2019 5.0 From the beginning when I was evaluating competing systems I have been impressed. I feel that I am not force-fit into a rigid system (like every other CRM system!) but that the software is customized to what I need and how I need it. I expect that as my needs and sophistication grows and as SaAS progresses along with technology advances that Mission Suite will grow along with me. The value equation across the board with Mission Suite cannot be beat! Pros From the start I really like the simplicity of the system which makes it easy to understand, use, and grow/scale with my needs. I really like the support as well. Cons I am looking forward to a mobile app for Mission Suite so I can take it with me. Review Source DG Daniel G. Founder & President Non-Profit Organization Management Used the software for: 1-2 years ### "Great CRM with Great Service" March 13, 2019 5.0 As a non-profit, Mission Suite is helping us nurture our Donor Base better than ever! Pros It's a full service CRM with great customer service. Cons As with any CRM, there is a learning curve, but it's not that bad. I think the email templates could be updated to compete with Mailchimp and Constant Contact. But it is still an excellent software. Review Source DA Daniella A. Office Manager Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great Platform" March 4, 2019 5.0 We are super happy with mission suite. Pros I like that it helps us stay organized and on top of all our patients. I really enjoy the automation aspects and the workflows and drip campaigns. Cons It was a little challenging to learn how to use but with the help of rep I was able to figure it out pretty quickly. Review Source VR Verified Reviewer Communications Director Oil & Energy Used the software for: Less than 6 months ### "Learning a new system is never easy!" March 14, 2019 4.0 Pros The customer service for MissionSuite is incredibly hands-on and responsive. We would never be able to make this transition without Ian! Cons It's hard to set up and learn a new database and CRM system. We're still working out the kinks. Review Source RL Robert L. Owner Business Supplies and Equipment Used the software for: 6-12 months ### "Mission Suite: Graduating from Excel" March 1, 2019 4.0 Pros It's a real CRM with a perfect fit for my business Cons nothing at this point, it has what I need today and beyond Review Source CP Charissa P. Operations Manager Telecommunications Used the software for: 1-2 years ### "Best Automated CRM for the money" February 27, 2019 5.0 This is an amazingly powerful CRM, the ability you have to customize, automate and create reports is beyond compare. I’ve looked at what others are doing with other CRM software and I haven’t seen anything like it. I may have listed a lot of cons, but this is going to be with any CRM software. The more tools you have, the more opportunities there are to nitpick. Where other CRMs are allowing outside developers to integrate with them, Mission Suite has built this all into one package at an incredibly reasonable price. On top of that I don’t think you can find some of their tools, especially with the level of automation, with anything else out there. Pros The ability to customize, automate and track everything you do in this is fantastic. It is the best CRM I have used. I have completely automated our onboarding process from signature, to technician and then to the account management team. This notifies each person when it’s there turn to add a touch to the CRM entry and at the end it follows up with a survey to the client and a regularly scheduled QBR. The account manager receives an email when the QBR rolls around and the client can as well. The visual tracking of opportunities from lead to signature makes this invaluable. Then you can run reports on this. There are so many nooks and crannies it can take you a long time to take advantage of it all, but they do provide in depth setup at an additional cost. Or you could be like myself and dive into. Cons Some of the integration is lacking. It is available since we have access to an API, but requires development. It does have a range of Zapier plugins, but I’d like to see even more integrations. Sometimes it can be a challenge to add an integration, where another CRM like Zendesk or Salesforce you can just double click and start taking advantage of new tools. If you have a large database, this can get pricey since it’s charged per team member. A limited ability to modify what you add in the new contact window. Once they are added you can go in and edit this, but it could speed the process up if this was editable. Some of the more complex automations had hiccups which needed help on the developer level to fix. That being said, the support has been amazing and quick to fix issues or provide upgrades. Automations could use more organization. If you have a lot, they start to get buried in a long list. The widgets in the dashboard are limited, so you can’t track certain custom reports. Review Source WD Will D. Principal Professional Training & Coaching Used the software for: 2+ years ### "The Best Value in CRM/Marketing Software" February 27, 2019 4.0 Most of all, customer support is fast, efficient, and personalized. I am exceptionally happy with it's functionalities, and eager to incorporate more of them, and continue to use the system in growing my business. I refer Mission Suite on a regular basis. Pros I love the fact that Mission Suite has practically everything I need to run my business in one spot. I still use some other programs, like Quickbooks for accounting, but I got rid of email subscriptions, booking calendars, etc. I also love the fact that it is priced on the size of the list, and not by users. This means I can create accounts for each of my clients as well as team members. It also encourages me not to keep a random list of inactive email addresses. Cons I tell folks that Mission Suite is Jack of All trades and an Ace of none (Unless you have a membership organization with different roles/chapters/etc. It is the best for that). Realistically, are there more robust booking calendars, more user friendly email systems, and integratable CRMs - yes. But not THAT much better for the ridiculous amount they charge you (per user), and then you're dealing with multiple systems, vendors, and payments. Not worth the hassle, and Mission Suite works great. Review Source KP Katie P. Education Coordinator International Trade and Development Used the software for: Less than 6 months ### "I never thought I would love a CRM." February 27, 2019 5.0 The biggest benefit I find with using Mission Suite is the support I receive from Ian. I can easily book a training with him to learn more about the features, and he responds to my emails within a few hours. The customer service I receive from Mission Suite is one of the best. The automation aspect of Mission Suite is by far the best feature the software has to offer. I never thought I would say that I love a CRM, but I do love using Mission Suite. Pros The software is intuitive. When I was trained on Mission Suite the first day of my position, I found it easy to use and did not have to refer to my notes much past a day or two. There are also "help" tools available on the pages that give specific instructions to achieve the task you intended. In addition, I appreciate the automation of the software. Once you set up a workflow within the system, everything happens for you so that is one less worry as you go through your day to day tasks. Scheduling events, sending emails for various reasons, assigning tasks to my colleagues, and getting notifications to complete a task all become easier because of the automation. Furthermore, as we help members with projects, we are able to track the progress of the project within Mission Suite. Finally, the search and filtering feature makes my life easier as I am able to find a group of people within one or two clicks. Cons The only thing I have found not to be automated is that when I have a company renew their membership, I have to go in to each company member's profile to change the renewal date. Review Source JS Jesse S. Vice President of Swisstrax Retail Used the software for: 2+ years ### "Satisfied Customer" March 13, 2019 4.0 Experience has been great as it prompts the staff to stay on task being we are in a sales related business. The Mission Suite easily payed for itself within the first month or two! Pros The price and ease of the software is great. Not as robust as many out there which is great for a small company like ours. Cons There seems to be a lot of redundancy within the opportunities and activities. It could be even that much more simple which would make this CRM wonderful. Review Source Response from Mission Suite March 14, 2019 Thanks for the review Jesse! As far as the redundancies between opportunities and activities, it sounds like that's a challenge based on the original setup of your account. It might be worth connecting with us to do a full review of the way you're account is set up and see if we can streamline it a bit more! MM Mark M. President Information Technology and Services Used the software for: 6-12 months ### "I've evaluated LOTS of software, chose this one, and so should you!" February 27, 2019 5.0 I have been able to speed my contact with my clients, stay in front of them more consistently and segregate them for differing marketing initiatives. Pros This software is amazingly fluid. I have evaluated CRM software for my business for approximately the last 3 years. I have broken every single one I have ever tried. Short of spending hundreds of thousands on a completely custom system, Mission Suite was by far and away the best. I investigated the 1000lb gorillas in the software world, and they fell short. Mission Suite integrates with other software systems, but it also does what it takes 3-4-5-6 other systems to accomplish. Cons I have a very unique situation for my business that requires a lot of work around. This is NOT a problem with Mission Suite, it required lots of learning and customization on the part of Mission Suite and they handled it like a champ. More integration with other software platforms would be amazing. Review Source DM Derrol M. Executive Director Marketing and Advertising Used the software for: 1-2 years ### "Best Damn CRM for the Money" February 28, 2019 5.0 Mission Suite allowed us to combine 6 separate platforms into one. Its ease of use combined with its power is unparalleled. Pros Full functionality from data base, to lead scoring, to email, to drip campaigns, to invoicing, to project management and so much more. I can't even use all of its functionality, but I am sure trying. I am not a tech person so it can't be difficult to use. And while there are some times that I need a little training, once I get it, we are good to roll. Cons Not much to dislike. There are occasional updates to the software that I don't know about (although I probably miss the announcements) and every once in a while I have to log out and back in to fix a glitch, but nothing at all that would keep me from using this software platform. Review Source JG Jenn G. CEO Education Management Used the software for: 2+ years ### "Mission Suite - Great CRM with Customization" March 3, 2019 5.0 Mission Suite allows me to have a CRM that does just about everything I need, while being easy to use and customizable. Pros I love the base of the software, and the ability to adapt it to my needs are incredible. It is fairly easy to use, and intuitive. New employees and interns have been able to pick it up fairly quickly. Cons The email saving and making a template are sometimes frustrating if you need to make a quick change, but they are great for email layouts and I love that I can have dozens of different emails with fill in functions. Review Source KG Kristin G. Marketing Manager Information Technology and Services Used the software for: 2+ years ### "Great marketing and CRM software" March 4, 2019 4.0 Mission Suite makes it easy to send and track mass emails, to organize events and attendees, and keep track of contact with our contacts. Pros We set up all our events in Mission Suite to easily track attendance of prospects and leads. Mission Suite makes it easy to send emails out to a target audience and track the response. We have been using Mission Suite for a couple years now and are very happy with the software and the customer service. The contact information fields are extensive and customizable. Cons Event check-in. I think that option could be improved, but that isn't really what Mission Suite focuses on. Being able to track attendees at events is critical to developing leads, which Mission Suite does very well. 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