Kieran Flannery
CRM Consultant · 1-10
1 review written · 5.0 average
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Reviews by Kieran Flannery
★★★★★
Five years deep into this thing, setting it up for client after client across a dozen different industries, and I've hit my share of walls. The automation workflows occasionally choke when you stack too many conditional branches, and the Gantt chart view inside Projects gets sluggish once a client's task list crosses a certain threshold. For clients with unusually complex recurring invoice structures, I've had to work around a few edge cases that the standard setup just doesn't anticipate. None of it has ever been a dealbreaker, but if you're evaluating this for a client with genuinely complicated billing, go in with eyes open.
Here's the thing though: every time I've flagged one of these limits to their support team, I've had a real answer in my local timezone within hours, not days. They've patched two of my reported edge cases in subsequent updates. The industry templates save my clients enormous setup time, the visual pipeline is the first CRM interface I've seen that non-technical founders actually enjoy using, and the all-in-one pricing makes the value proposition hard to argue with. Five years in, I'm still recommending it.
