I built a campaign in 2022 that tags an enquiry, sends a five email sequence, books a consultation, invoices after the job and asks for a review a week later. It has run ever since without me touching it. That flow is worth more than the subscription and it is why I tolerate everything else.
Pros
CRM, email, SMS, scheduling and invoicing in one system
Cons
Reporting and attribution are weak for the price
Ease of use
Value for money
Customer service
Functionality
15 found this helpful
Quentin Rasmussen
HR Manager, Sandbar Hospitality
Canada·Retail·1 to 10 employees
2.0
Jun 24, 2026
Verified userUsed 1 to 2 years
We spent three months and never got it live
For what it costs, the reporting is poor. Attribution is hard to get at, and answering which campaign produced revenue took exporting to a spreadsheet. That is a strange gap in a product built around marketing automation.
Pros
CRM, email, SMS, scheduling and invoicing in one system
Cons
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
Response from the vendorJul 3, 2026
We appreciate you taking the time to write this. Getting live is the hardest part and we are sorry we did not get you there. Our onboarding team would welcome the chance to discuss what went wrong.
14 found this helpful
Gwen Gallagher
Finance Manager, Summit Physio
Canada·Transport and logistics·1 to 10 employees
2.0
Dec 13, 2025
LinkedIn confirmedUsed 1 to 2 years
Two hundred and forty nine a month is a lot for a small business
We imported a trade show list of about four thousand contacts and stepped up a contact tier without any confirmation prompt. The bill went up immediately and the mechanic is documented rather than in front of you when you do the thing that triggers it. Clean the list first.
Pros
Tagging model that drives the whole platform once learned
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
14 found this helpful
Bethany Larkin
General Manager, Fairview Veterinary
United States·Healthcare·1 to 10 employees
5.0
Nov 26, 2025
Verified userLinkedIn confirmedUsed less than 6 months
Our enquiry to booked job flow is automatic
Our service business runs on it end to end. Enquiry comes in through a form, gets scored and routed, nurtured if not ready, booked if ready, invoiced on completion. Two people run what used to take four.
Pros
Replaces several separate subscriptions
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
14 found this helpful
Nolan Rasmussen
Founder, Foundry Road Studios
Canada·Software·11 to 50 employees
4.0
Nov 25, 2024
Verified userUsed 6 to 12 months
The automation follows the money too
Our service business runs on it end to end. Enquiry comes in through a form, gets scored and routed, nurtured if not ready, booked if ready, invoiced on completion. Two people run what used to take four.
Pros
Flows keep running for years without maintenance
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
14 found this helpful
Kevin Oyelaran
Owner, Trailhead Bicycles
United States·Retail·51 to 200 employees
4.0
Nov 9, 2024
Verified userUsed less than 6 months
It replaced five separate subscriptions
We evaluated three cheaper tools and none could express conditional branching with this depth. If your process genuinely has if this then that logic several layers deep, the alternatives fall over and this does not.
Pros
CRM, email, SMS, scheduling and invoicing in one system
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
14 found this helpful
Naomi Aoki
Founder, Foundry Road Studios
United States·Financial services·11 to 50 employees
4.0
Mar 24, 2026
Verified userUsed 1 to 2 years
Tagging drives everything and that is the trick
Because invoicing and payments are in the same system, automation can trigger on whether someone actually paid rather than just whether they clicked. Chasing an unpaid invoice automatically, with escalating messages, is not something a marketing tool can do.
Pros
Campaign builder with deep conditional branching
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
13 found this helpful
Ravi Donovan
Office Manager, Kestrel Analytics
United States·Retail·11 to 50 employees
2.0
Mar 17, 2026
LinkedIn confirmedUsed less than 6 months
Two hundred and forty nine a month is a lot for a small business
We bought it, spent three months trying to get our flows built around actual work, and never launched. That is our failure as much as the product's and the product made it easy to fail. We moved to something simpler and shipped in two weeks.
Pros
Tagging model that drives the whole platform once learned
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
13 found this helpful
Sasha Jorgensen
Founder, Maplewood Childcare
Canada·Transport and logistics·1 to 10 employees
5.0
Nov 19, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
One campaign has run for four years unattended
Tagging is the concept the whole product rests on. Once that clicked, everything got easier, and before it clicked nothing made sense. If you buy this, learn tags first and the rest follows.
Pros
Tagging model that drives the whole platform once learned
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
13 found this helpful
Patrick Zamora
Head of Operations, Silverbirch Accounting
Canada·Legal·51 to 200 employees
5.0
Nov 1, 2025
Verified userUsed 1 to 2 years
Nothing else we tried could branch like this
Tagging is the concept the whole product rests on. Once that clicked, everything got easier, and before it clicked nothing made sense. If you buy this, learn tags first and the rest follows.
Pros
Automation can trigger on payment, not just engagement
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
13 found this helpful
Valerie Adeyemi
VP of Sales, Silverbirch Accounting
United States·Software·51 to 200 employees
1.0
Oct 15, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
We spent three months and never got it live
Support is friendly and can only help with the product, not with what you built in it. When my campaign logic misfired the answer was that my configuration was mine to debug. Technically fair and not much use at nine at night before a launch.
Pros
Tagging model that drives the whole platform once learned
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
13 found this helpful
Quinn Fry
Managing Partner, Foundry Road Studios
United States·Transport and logistics·51 to 200 employees
5.0
Jun 26, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
One campaign has run for four years unattended
Our service business runs on it end to end. Enquiry comes in through a form, gets scored and routed, nurtured if not ready, booked if ready, invoiced on completion. Two people run what used to take four.
Pros
Campaign builder with deep conditional branching
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
13 found this helpful
Heather Jefferson
HR Manager, Coastline Outfitters
United States·Education·11 to 50 employees
4.0
Dec 25, 2024
Verified userLinkedIn confirmedUsed less than 6 months
It replaced five separate subscriptions
Our service business runs on it end to end. Enquiry comes in through a form, gets scored and routed, nurtured if not ready, booked if ready, invoiced on completion. Two people run what used to take four.
Pros
Campaign builder with deep conditional branching
Cons
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
13 found this helpful
Willa Nakamura
Head of Operations, Ironwood Fabrication
United States·Marketing·11 to 50 employees
4.0
Jun 8, 2026
Verified userUsed 6 to 12 months
Nothing else we tried could branch like this
Tagging is the concept the whole product rests on. Once that clicked, everything got easier, and before it clicked nothing made sense. If you buy this, learn tags first and the rest follows.
Pros
Flows keep running for years without maintenance
Cons
Mandatory onboarding fee of around five hundred dollars
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Leonard Nakamura
Head of Operations, Silverbirch Accounting
United States·Ecommerce·51 to 200 employees
3.0
May 2, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
Great automation, ordinary CRM
As a CRM it is fine rather than impressive. The pipeline is basic next to Pipedrive and the reporting is ordinary. You are buying the automation engine and getting a CRM attached.
Pros
Replaces several separate subscriptions
Cons
Contact tier pricing steps up without a confirmation prompt
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Cody Calloway
People Operations Lead, Tidewater Marine Services
United States·Construction·11 to 50 employees
4.0
Apr 22, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Nothing else we tried could branch like this
Our service business runs on it end to end. Enquiry comes in through a form, gets scored and routed, nurtured if not ready, booked if ready, invoiced on completion. Two people run what used to take four.
Pros
Replaces several separate subscriptions
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Gwen Bergstrom
Director of Finance, Beacon Legal Partners
United States·Education·51 to 200 employees
1.0
Mar 30, 2025
Verified userUsed 6 to 12 months
Two hundred and forty nine a month is a lot for a small business
We imported a trade show list of about four thousand contacts and stepped up a contact tier without any confirmation prompt. The bill went up immediately and the mechanic is documented rather than in front of you when you do the thing that triggers it. Clean the list first.
Pros
Campaign builder with deep conditional branching
Cons
Steep learning curve that defeats businesses without an owner
Ease of use
Value for money
Customer service
Functionality
Response from the vendorApr 4, 2025
We appreciate you taking the time to write this. Getting live is the hardest part and we are sorry we did not get you there. Our onboarding team would welcome the chance to discuss what went wrong.
12 found this helpful
Mireille Dupont
Chief of Staff, Redbrick Property Group
United States·Professional services·51 to 200 employees
4.0
Dec 26, 2024
Verified userLinkedIn confirmedUsed 6 to 12 months
It replaced five separate subscriptions
Our service business runs on it end to end. Enquiry comes in through a form, gets scored and routed, nurtured if not ready, booked if ready, invoiced on completion. Two people run what used to take four.
Pros
Automation can trigger on payment, not just engagement
Cons
Two hundred and forty nine a month is steep for a small business
Ease of use
Value for money
Customer service
Functionality
12 found this helpful
Mabel Espinoza
Controller, Blackstone Contracting
United States·Retail·11 to 50 employees
3.0
Mar 4, 2026
Verified userUsed 1 to 2 years
Powerful, and you must commit someone to it
Onboarding is compulsory and costs around five hundred dollars, so month one lands near eight hundred. It was useful and I would have liked it presented as part of the price rather than discovered at checkout.
Pros
Replaces several separate subscriptions
Cons
The CRM itself is ordinary next to dedicated tools
Ease of use
Value for money
Customer service
Functionality
11 found this helpful
Mireille Doyle
Head of Operations, Ironwood Fabrication
United States·Legal·11 to 50 employees
1.0
May 27, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
The contact tiers caught us out
We imported a trade show list of about four thousand contacts and stepped up a contact tier without any confirmation prompt. The bill went up immediately and the mechanic is documented rather than in front of you when you do the thing that triggers it. Clean the list first.
Pros
Tagging model that drives the whole platform once learned
Cons
Steep learning curve that defeats businesses without an owner
Canada
United States