Jake Moreland
Independent Sales Consultant · 1-10
1 review written · 5.0 average
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Reviews by Jake Moreland
★★★★★
Switching over from a mid-market CRM I'd used for years was the best decision I've made as a solo operator. What I lost: nothing I actually needed. What I gained: a pipeline view that finally makes sense, automation that doesn't require a workaround every third step, and reporting I can actually trust before a client call.
Five-plus years in, I'm still finding features that quietly solve problems my old platform just shrugged at. Customer service can be slow if you're on a lower tier, but the product itself carries the weight. For one person running a full book of business, it punches well above its category.
