InTouch CRM Reviews & Product Details

InTouch CRM excels in its simplicity and ease of use, making it an excellent tool for small businesses that want to manage customer relationships without the complexity of larger CRM systems. The interface is intuitive, and the system offers strong automation features for email marketing, task tracking, and customer segmentation. The ability to easily set up drip campaigns and manage contacts in one central location has streamlined our marketing efforts and boosted efficiency. Review collected by and hosted on G2.com.

One downside of InTouch CRM is the lack of advanced customization options. While it covers the basics well, more flexibility in reporting, integrations with other tools, and customization of dashboards would make it even more powerful. Additionally, the mobile app could benefit from improvements in speed and functionality to match the desktop version’s performance. Review collected by and hosted on G2.com.

I like the fact that through InTouch CRM, it becomes easier for me to keep track of my clients. The feature that allows me to review the history of customer interactions in one application is great. This detailed client information is useful to me in interaction and creating close-knit connections. Review collected by and hosted on G2.com.

InTouch CRM lacks is the segmentation and in general sales analytical capabilities. I can’t easily measure key parameters such as lead response rates or, monitor the sales trends. This leaves me with a poor ability to assess the contributions of my sales approach or the efficiency of my sales pipeline for expansion Review collected by and hosted on G2.com.

i loved the ease of the company and being able to work together Review collected by and hosted on G2.com.

Implementation of new programs was sometimes slow Review collected by and hosted on G2.com.

It is a sales and marketing agency which provides a solution for increasing your company sales and they will also tell you how to do marketing for your own company Review collected by and hosted on G2.com.

They charge you for all this work they are doing for your company plus it may work good for a time but their is no guarantee for longer time period that your company will grow Review collected by and hosted on G2.com.

We are looking for a tool that has the best marketing features available like auto-mail, SMS, notifications, Theme based updates, etc., and our team of sales and marketing should track the communications made so far with the customers for the best proposal of our products. InTouch CRM has equipped with such features, and all the communications can be easily tracked with the system pertaining to the customers. Users can add the customer details and the products they needed and design automatically proposed the notifications at the scheduled time. The schedule can be customizable and as per the business requirements. Its intereconnectibity with salesforce, lead autmation and social media integration for 360 degree customer orientation. Review collected by and hosted on G2.com.

The data entry field is somehow very long, and attributes are also very high. The user is not able to delete the data box he is not used to but only can inactive the same. On the dashboard, it shows the display as Inactive, and for the entries, the user needs to scroll down the screen to find the exact entry where he has to make it. The support system can also be equipped with Ticket System so that all the issues can be store together and can be tracked easily. Mobile version is not set as per the screen, and there is sometime sync issue faced in social media integration. Review collected by and hosted on G2.com.

I like the monthly newsletters and how they're pre-written. I also like the automation, you can put someone on a drip campaign, like your past clients especially for their house anniversary. Review collected by and hosted on G2.com.

I don't like that we have to pay extra to get the pro features. One of my contacts is set up to get listings alerts and I can't tell what he's looking for so that limits my ability to follow up. I feel like we pay a lot of fees as realtors, and it seems like there's always an additional fee that can get you extra features. So if I decide to not get the pro, other agents who do have a leg up and it's not even playing ground. I don't like that, I don't think it's fair Review collected by and hosted on G2.com.

I love how this does not involve any coding. This is an unique software that has a lot of out of the box functionalities that are inbuilt in the system. The programs are very easy to use and visual friendly for someone who is new the this type of software. Review collected by and hosted on G2.com.

It is tough to come up with my dislikes for this product. I do have certain recommendations to make the software better, though. Maybe incorporating more beginner-friendly tutorial videos will help the customers. Review collected by and hosted on G2.com.

The ability to track, maintain and see my business relationships in one place. I can create contacts, send and track emails, and mark follow-ups for different activities. Review collected by and hosted on G2.com.

System interface can be tricky and not very easy/user-friendly. Just learn the system before using it. Less busy and cleaner interface would make things easier, but not a show stopper. Review collected by and hosted on G2.com.

Great software and easy-to-use system. Useful in follow-through and organization and managing a team. Review collected by and hosted on G2.com.

There is nothing I can think of. I like using it. Review collected by and hosted on G2.com.

I like how it is GDPR compliant because it is also compliant with the CCPA of the United States Privacy Law. I also like how it offers a flexible CRM system to help me track the organization according to its size. I don't have to automate a large amount and length of my data manually. Review collected by and hosted on G2.com.

I don't like how little the limited use of Basic and Intermediate plans are set up. Only the advanced and Bespoke level plans have unlimited contacts entries allowed. Review collected by and hosted on G2.com.