We primarily use this product for project management, task management, billing, and CRM.
Sales & Marketing at a tech services company with 11-50 employees
Outdated CRM functionality and has issues with bugs, but it's relatively easy to use
Pros and Cons
- "The project management and task management features work well. It's a decent product in that regard."
- "The CRM capabilities are not very good. It's clunky and could work a lot better than it does. There are no marketing add-ins, for example."
What is our primary use case?
What is most valuable?
The project management and task management features work well. It's a decent product in that regard.
It is relatively simple to use.
What needs improvement?
The CRM capabilities are not very good. It's clunky and could work a lot better than it does. There are no marketing add-ins, for example. It's an older way of doing things.
Adding some workflow to the CRM then that would be better.
If they had math that worked when trying to calculate percentages and/or dollars and cents on projects, that would be a lot better. You have to put down a large box. You can't break it down into quarterly, for example. It doesn't map out well if you're trying to do a subscription model and build something up.
For how long have I used the solution?
We began using this product when it was Autotask, which was purchased by Datto.
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November 2024
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What do I think about the stability of the solution?
There are some issues with bugs. There are enough bugs to keep you honest.
What do I think about the scalability of the solution?
We have fewer than 50 users, so we haven't tested how well it scales.
What other advice do I have?
This is not a product that I recommend. My advice for anybody who is looking into implementing it is to choose another product. Get something else.
I would rate this solution a four out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Updated: November 2024
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