NetHunt CRM

All CRM tasks can be handled inside Gmail.

The user interface is completely customisable and adding new fields to records is simple and efficient.

Creating new records for any task (contacts, leads, service etc) is very simple and the customisable views are just so handy for a quick visual look at what is happening in your business.

NetHunt CRM works quickly and it's integration with Zapier has literally saved us hours each week and made previously manual tasks completely automated.

The follow up reminder system, although functional, is a little basic in that (at the time of this review) you can only set up one reminder for a record or email at one time. It would be nice if you could have more than one follow up reminder per record or email and have these on a schedule. This of course can be done easily using Zapier but if you're not using a paid subscription to Zapier it will add another cost. This is a minor con though and with some discipline there are simple and effective workarounds

Given that we are a software company the ability to add their API into our website was a must. And this enabled us to better segregate between the various customer personas we target.

For maximum utility, we use both the Gmail and LinkedIn extensions for chrome (shameless plug). But that being said, I did find that my Gmail has been a bit slower at times and I had to refresh my page a few times to smooth things out.
I would like the flexibility of adding custom event names as right now I'm limited to calls/comments/events but as our platform relies on multiple means of communication I would like the ability to add the custom social media chat log/reference

collating information, pulling reports and following other colleagues

can't build detailed itinerary breakdowns for each client and booking.

Love the sorting/searching features and ability to label all contacts

Wish it would help with duplicates or finding contacts that have no yet been labeled so we can be more organized

I liked how easy NetHunt was to set up and customize and I loved the workflows that you can customize and create. It's all super easy as well being that it's built right into Gmail so you don't have to learn an entirely new software.

The biggest cons I see is that the CRM comes at a premium price and the workflows seem a bit limited especially if you use this feature a lot. I'd also like the ability to customize workflows with a drag and drop feature instead of the current method. Lastly, I would like better integration with Google Drive (where we store all of our client transaction files). Currently, the best fix that we've found with Google Drive is to link each transaction file to drive and then pin the specific transaction folder to the top, but I'm thinking there may be a better way? Either way, these are not things that would cause me to move from NetHunt at this point.