Clunky
Im not sure where to even start with my dislike for this product. The main dislike I have about Elements CRM is that you have to spend $99+ to find out if this program is really right for your company or not. You cant even experience what its really like until you purchase the program because the demo is extremely limited.
After my first short phone call with support I got a pit in my stomach realizing how complicated and messy this program was to use. I got my hopes up and was even willing to spend a lot of money to have a good Mac-based CRM. However, I found Elements to be extremely lacking. And for a Mac program, its interface is extremely poor.
Here are the other dislikes of mine that might be helpful to others:
- Program cant go full screen on your mac. Its limited to iPad size on your computer. Pretty frustrating.
- Poor interface. The text is small to read. The work area itself feels very un-Mac like.
- Unless you are paying for the Enterprise version every month, half the things you click on tell you, "Sorry, you have to upgrade to use this feature". It gets old really fast. I wish they would just hide all the stuff that you dont get with your account.
- Way too complicated. To do the simplest things, like track a quote for a customer requires way too many steps. The program is so complicated that I could never teach it to my employees.
- Doesnt sync with Contacts. One might think that because its a mac program that it would sync with your contacts or address book, but it doesnt. You have to drag you contacts in one by one or import a spreadsheet.
- Email syncing is a separate program and froze every time it tried to import my emails. Waste of money.
- No quoting feature. For the small business edition, there is no ability to quote customers and to track quotes for customers. Even though Im a small business, I still have to quote customers so Im not sure what the thinking was here.
Like I said, I loved the idea of a mac-based CRM. And I was even willing to spend $99+ to make it happen, but the reality is that this program is severely lacking for businesses like mine, where I need to quickly track where Im at with a lot of customers at a time. The steps you have to take to keep track of customers in this program do not help you be efficient with your time. Unfortunately, Ill probably have to look for a web-based solution.
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Elements CRM™