Sleek interface combined with being able to communicate with my colleague through the software on deals.
- Customer support runs you around in circles when they eventually reply and is of zero help. - There are multiple objects synced back to Salesforce causing messy data. - Insights and reporting are usless, we can't even tell you how many open workflows we...
What they demonstrated they delivered, and what they delivered exceeded my expectations. The on-boarding process was as pain-free as they promised. Once the documents were uploaded and categorized, we were able to start using the tool right away. The...
I dislike that when one of my team members sends me an email generated from Finalize that the email lacks and link for me to click, which takes me directly to the record. I also dislike that in the Analyze side I cannot customize the "smart" terms I want to...
Sleek interface combined with being able to communicate with my colleague through the software on deals.
What they demonstrated they delivered, and what they delivered exceeded my expectations. The on-boarding process was as pain-free as they promised. Once the documents were uploaded and categorized, we were able to start using the tool right away. The...
- Customer support runs you around in circles when they eventually reply and is of zero help. - There are multiple objects synced back to Salesforce causing messy data. - Insights and reporting are usless, we can't even tell you how many open workflows we...
I dislike that when one of my team members sends me an email generated from Finalize that the email lacks and link for me to click, which takes me directly to the record. I also dislike that in the Analyze side I cannot customize the "smart" terms I want to...