--- title: "JeffreyAI Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about JeffreyAI Software - reviews, pricing plans, popular comparisons to other Conversational Marketing Platform products and more." source_url: "https://www.capterra.com/p/185754/JeffreyAI/" page_type: "product" language: "en" --- # JeffreyAI Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) JeffreyAI ## What is JeffreyAI? JeffreyAI is an AI-driven business automation software designed to enhance sales and marketing efforts. It offers solutions for lead generation, email automation, social media posting, WhatsApp marketing, and SMS marketing. Additionally, it provides tools for organizing workflows, engaging clients through dynamic capabilities, and automating various tasks to transform business strategies. By integrating advanced AI features, JeffreyAI aims to streamline operations, improve efficiency, and drive business growth, allowing users to focus on relationship building and deal negotiations. \* Marketing Automation \* Sales Automation \* CRM (Customer Relationship Management) \* Email Marketing \* Social Media Management \* SMS & WhatsApp Marketing Tools \* AI Sales Assistant \* Workflow Automation \* Business Intelligence \* Conversational Marketing \* Lead Generation \* Sales Acceleration Software ## What is JeffreyAI used for? [Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/)[Artificial Intelligence](https://www.capterra.com/artificial-intelligence-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/) Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £19.99 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for JeffreyAI?[Manage this product listing](https://www.g2.com/products/jeffreyai/claim_requests/new?auto=true) ## JeffreyAI Overview Updated September 2026 AI summary JeffreyAI delivers AI-driven CRM, marketing automation, and sales enablement tools to businesses of all sizes seeking to manage leads, automate workflows, and generate insights. With features such as chatbots, generative AI, predictive analytics, and integrations with popular platforms, it supports teams needing data-driven decision support and efficient customer engagement through a cloud-based deployment. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### JeffreyAI 4.9 (15) VS. [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price £19.99 Per User, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (15) Ease Of Use 4.2 (2,971) Value For Money 4.7 (12) Value For Money 4.3 (2,230) Customer Service 4.8 (12) Customer Service 4.1 (2,356) ## JeffreyAI alternatives [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3,062)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132666/Pipedrive/) [Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) [4.5 (453)](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) Highest Rated [Salesflare](https://www.capterra.com/p/149522/Salesflare/) [4.7 (139)](https://www.capterra.com/p/149522/Salesflare/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/149522/Salesflare/) ## FAQs about JeffreyAI Overview ### Which roles and teams benefit most from JeffreyAI? JeffreyAI is most used by technical teams, business consultants, and operational leaders who need faster analysis and decision support. Software engineers, programmers, and data specialists use it to streamline development and data workflows, while directors, HR, sales, and pricing leads rely on it for planning, insights, and day-to-day productivity. Answer based on 15 reviews Overview ### What company size and industries is JeffreyAI built for? JeffreyAI is for small businesses, start-ups, and growing companies with long sales cycles, while reviewer data shows equal adoption from enterprise and small business users at 47% each. It is used most in Information Technology and Services at 40%, with Accounting and Building Materials each representing 7%. Answer based on 15 reviews Features and Usability ### What are the key features of JeffreyAI? JeffreyAI offers CRM, lead management, pipeline management, and deal management for sales tracking, plus marketing automation with email campaigns, SMS marketing, landing pages/web forms, and audience segmentation. It also includes chatbots, live chat, call recording, task management, reporting and analytics, and workflow automation. Integrations ### Which third-party tools and platforms does JeffreyAI integrate with? JeffreyAI integrates with ChatGPT, Gmail, Microsoft Outlook, LinkedIn Jobs, and Zapier. These connections cover AI-assisted content, email, recruiting, and workflow automation, giving JeffreyAI access to a compact set of common business tools and an extended app ecosystem through Zapier. Getting Started and Support ### What training and onboarding options does JeffreyAI offer? JeffreyAI provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars cover group learning, documentation offers written reference material, and videos provide self-paced viewing for feature review. Getting Started and Support ### What customer support options does JeffreyAI offer? JeffreyAI provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. No reviewer feedback about support is available, so user experience details such as response speed, helpfulness, or common frustrations cannot be confirmed from the catalog data. ## Features AI summary Based on 5,579 Conversational Marketing Platform reviews Capterra data shows that buyers of Artificial Intelligence software rank the following features as their top priorities: - **Generative AI** (**35%** of reviewers rated this feature as critical) - **Data Import/Export** (**31%**) - **Natural Language Processing** (**34%**) JeffreyAI supports all three of the features reviewers rate most highly: **Generative AI**, **Data Import/Export**, and **Natural Language Processing**. Together, these capabilities give teams the ability to create AI-driven content and outputs, move data in and out of the system more efficiently, and work with human language in a more natural way, helping businesses improve productivity, manage information more effectively, and get more value from AI tools. Data Import/Export 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Content Management 4.7 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving For Sales Teams/Organizations 3.8 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Caters to sales teams Reporting/Analytics 4.7 (6) 83.33% of 6 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Campaign Management 4.8 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Performance Management 4.8 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Organize and manage the accomplishments and development of employees or performance of applications or systems JeffreyAI 130 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Auto-Dialer: System that automatically dials calls - Autoresponders: Create and automatically send premade copy in response to customer messages - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call List Management: Manage and track all past and future calls. - Call Recording: Record the audio of phone conversations for quality assurance purposes - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - CAN-SPAM Compliance: Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Delivery: Distributing content through various platforms or channels - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Field Sales Management: Manage or track sales completed by field teams/employees - For Contact Centers: Designed for contact centers. - For eCommerce: Intended to be used by online stores - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - GDPR Compliance: Ensure compliance with the General Data Protection Regulation protocols - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Goal Management: Allows employees to set and manage work or career related goals - Image Library: Store and manage images - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Live Chat: Ability to chat online in real time - Machine Learning: Enable businesses to implement machine learning algorithms on business data such as sales and revenue - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Mobile Access: Access software remotely via mobile devices - Mobile Optimization: Optimize content to ensure it is easily accessible for mobile users - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multiple Data Sources: Allows users to manage data from a number of sources - Natural Language Processing: Process and analyze human language in text or audio form - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Predictive Analytics: Predict future data based on historical data sets - Preview Functionality: Preview materials before finalizing projects - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search Marketing: Track visibility and traffic from search engines - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - SMS Marketing: Send promotional campaigns or transactional messages via text messages - Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Speech Recognition: Train your system to interpret and transcribe voice messages - Subscriber Management: Add or remove subscribers from mailing lists - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Virtual Personal Assistant (VPA): Program systems that assist users with their daily administrative responsibilities - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks - WYSIWYG Editor: What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface --- Get Advice We can help you find the software with the features you need. Features 4.7 (15) 4.7 Based on 15 reviews ## Pricing Value for money 4.7 (12) Free Trial Free Version Basic £19.99 Per User,Per Month Business + £49.00 Per User,Per Month Value for money 4.7 (12) 4.7 Based on 12 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ LinkedIn Jobs](https://www.capterra.com/p/172060/LinkedIn-Jobs/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ ChatGPT](https://www.capterra.com/p/10009334/ChatGPT/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (12) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (12) 4.8 Based on 12 reviews ## User reviews Overall rating 4.9 Based on 15 reviews Filter by rating 5(13) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MANASA V. Data Scientist Computer & Network Security ### "My Learnings while using JeffreyAI" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 December 5, 2023 Pros As a Data Scientist, I'm using JeffreyAI to learn how the AI is functioning to improve the sales and targeting the audience. Improving the product search and fetching the details using JeffreyAI's Machine Learning algorithm is my favorite feature. Cons Integrating and embedding is been a complex task and the rest is all excellent. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GARAGA Y. Specialist Programmer Information Technology and Services ### "The Fusion of Automated Workflows, Intelligence and Communication" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 December 4, 2023 Pros I love the way it creates automated responses to client emails with predictive analytics for sales forecasting. It also acts as Email Performance Tracking and Sales engagement tool. This can be integrate with custom APIs, ensuring adaptability across multiple users and environments too. Cons This can be made better by improving user interface. I also encountered occasional delays in execution. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Senior Software Engineer Information Technology and Services ### ""The future of sales Engagement"" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 November 30, 2023 Pros By using JeffreyAI it helped me to close more deals. JeffreyAI is a smart engagement platform that uses AI to automate tasks and make recommendations. This helps me to save time and be more productive. Cons JeffreyAI is expensive and also difficult for me to integrate with my existing sales platform. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RO Ram O. Managing Director Leisure, Travel & Tourism ### "Good overall system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 2/10 November 29, 2023 Good system to use and works well over different scenarios Pros I liked the Ease of use and a good way to manage my data Cons The system could have some more features available in it but serves the purpose Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SB Subhanki B. Associate Software Engineer Information Technology and Services ### "Improve Your Work Outcome" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 20, 2023 Pros It is easy to use.AI gives you more options which helps to improve the productivity. Cons In future updates give more customize options. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SN Shilpa N. Pricing Lead Information Technology and Services ### "Interesting App" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 20, 2023 Pros Quite Interesting to use Jeffrey API.Managing the workflow is excellent with this.AI helps lot and it gives more information. Cons App hangs sometimes. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AK Ashok Kumar D. Functional Analyst Information Technology and Services ### "Automate Your process with JeffreyAI" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 18, 2023 Pros It helps a lot for sales management.It's automation processes are mesmerizing.It helps to increase our productivity. Cons As it requires high network connectivity, sometimes data are lagging. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PK Piyush K. H.R. Head Internet ### "awesome tool to integrate." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 20, 2023 Pros Just wow, How this handles things and leads is just amazing, you can just sit back and relax if you have this. it makes the things manageable that weren't manageable before and takes your load off. Cons Not anything to dislike, it's easy on pockets, and everything else is great about this. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Mike B. Business Consultant Management Consulting ### "Marketing Campaigns" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 January 11, 2023 Easy to use and understand once explained. Pros Receiving training relevant to what you want to achieve provides a fast track to using the software comfortably Cons Its still in its final development stages and therefore integrations that would make significant different (like LinkedIn) are in the future. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) The high level of customer support from staff at Jeffery AI Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Consultant Accounting ### "Great CRM to work " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 April 6, 2022 Pros It's a great CRM tools with easy to use functionality at affordable pricing with great ease of deployment. Cons I would really like to have more add- ins features likewise of Salesforce automatic ledger and accounting. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/185754/JeffreyAI/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.