What are the Limitations of people CRM?

Let’s face it, even a gorgeous rose has thorns.

There are some limitations to think about when deciding if folks CRM is the fitting match for you.

These embrace:

• Restricted advertising choices
• Not many reporting or analytics capabilities
• Restricted instruments for big gross sales groups
• No cellular app (but)

Whereas folks CRM is a formidable platform for managing relationships, it lacks the highly effective gross sales and advertising instruments of some bigger (and costlier) platforms.

folks CRM Integrations

folks CRM presents the power to attach your Google and Microsoft accounts to sync the entire following:

• Contacts
• Calendar occasions
• Emails

This makes it basically easy to import your whole enterprise into folks CRM with just some clicks.

Along with Google and Microsoft integrations, folks CRM additionally integrates seamlessly with Zapier. This permits for 1000’s of potential apps to simply combine with folks.

Listed here are some that we thought have been superior:

• Slack
• LinkedIn
• Stripe
• Webflow
• Google Kinds

At Small Enterprise Bonfire, we use Slack for just about all of our communications between groups. So we have been fairly psyched to be taught that we might pair our favourite messaging app with folks CRM.

Right here’s an instance of how pairing Slack with folks CRM works by means of Zapier.

We acquired it arrange inside 10 minutes and had the entire crew linked.

In the end, folks CRM doesn’t supply a ton in the way in which of innate integrations, however its pairing with Zapier opens up a world of prospects.

The right way to Get Began with folks CRM

Getting began with folks CRM was improbable! We’ll stroll you thru our journey with folks CRM. Our folks story, if you’ll.

We navigated to their web site, the place we have been invited to join a free trial and watch an introduction video.

We watched the video, which was very informative and useful, then we signed up for the free trial with our e-mail (proven beneath).

From there, we enter the next fields:

• Identify
• Workspace title
• How we deliberate to make use of folks CRM (crew)
• Our use case (partnerships)

Right here’s how the format appeared (to offer you a greater concept of how nice it appeared).

After that, we have been prompted to simply invite all of our teammates, which we did with none hiccups.

One takeaway we had from onboarding with folks CRM was how easy and streamlined all the things was (with out sacrificing type).

We then linked our Small Enterprise Bonfire Google account with the CRM to import our contacts, occasions, and emails robotically.

As soon as we have been in (similar to magic), we have been automating workflow, managing partnerships, and updating contacts with our teammates.

Onboarding with folks CRM was truthfully among the best preliminary experiences we’ve had (in testing dozens of CRMs).

Is folks CRM Simple to Use?

Relating to utilizing folks CRM, it was like one thing from legend (we’re nonetheless going with the people story metaphor right here, so simply run with it).

It was extraordinarily intuitive from begin to end, with nearly no studying curve or barrier to entry.

From robotically syncing our Google contacts to simply creating and managing offers, folks made it simple from begin to end.

The drag-and-drop interface made it tremendous simple to collaborate and handle our pipelines.

We additionally discovered that each one the options we would have liked have been simply accessible—no searching round for hidden gems.

General, when requested if folks CRM is simple to make use of, we give a convincing sure!

folks CRM Buyer Service Evaluate

Based mostly on our expertise, folks CRM delivers distinctive help service.

They provide the next useful help options:

• Assist middle for self-service
• Tutorial movies
• Account setup consultations
• A search bar to navigate tons of articles

Throughout our three months of testing, we had nearly no points with the platform.

Nonetheless, to check their help crew’s responsiveness, we reached out with a easy query relating to Slack integration.

We acquired a immediate e-mail the subsequent day (when enterprise hours resumed) from one in every of their customer support representatives with detailed suggestions about tips on how to remedy our downside.

Even higher, (earlier than we heard again) we solved the difficulty ourselves by using their extremely useful self-service portal.

General, we give folks CRM 5 out of 5 stars for customer support. One would possibly even say it’s legendary (alright, we’re formally accomplished with the people puns).