InTouch

Easy to use and Easy on the eyes

Kommentare: Overall InTouch has been very helpful for me and the others in my office. Knowing when and who to contact in terms of leads was extremely helpful for us in closing sales! I would absolutely recommend InTouch to other companies.

Vorteile:

InTouch has been my favorite CFM system I have used. It is user friendly and aesthetic! I relied on this software daily especially since it synced with our other software, ABC.

Nachteile:

The Search Engine does not work as well as I would like and I would like better options to generate emails in a way for me to copy and paste to send mass emails.

Long Term Customer

Kommentare: Very crucial to our business. Great staff - that's the main reason I haven't shopped for another vendor.

Vorteile:

InTouch Drive has many features that would be perfect for clubs where sales people sit at desks in front of computers most of the day and love mostly tech stuff. I wish they had a more streamlined version - like their older version last year - in fast paced clubs with less staff that multi-tasks. Having said that, the customer support staff is super helpful and a pleasure to deal with. I also like the upgrades to their email creation features. I have been using InTouch for over 10 years now and plan on continuing.

Nachteile:

As stated above - some of the new navigation features such as texting and recording phone calls seem more difficult than the old version. My staff and I feel like we never grasped the right way to use all the features.

It's ok, but it can be improved

Kommentare: I've been using the "new" version for the last 6 months and I miss the old (flash-based) version. All of my co-workers feel the same way. The old system wasn't as "pretty" and had the same awful search issues, but it was faster and didn't require as many clicks to accomplish tasks.

Vorteile:

Fairly easy to use once you understand the flow. Legacy reporting is good.

Nachteile:

Too many "clicks" are needed to achieve what you want to accomplish in certain circumstances. Interface is confusing, clunky, and slow. Front-end scaling isn't that great on my laptop. Search feature is absolutely HORRENDOUS and has always been that way. (I.e. - You type in "Jim Smith", you see it for a second, and then it switches to "Jim Acer". Delete the "th", type the letters in again, and then "Jim Smith" *may* appear.) New report generation is insanely confusing (thank goodness they left a way to do the "legacy reporting"!) No way to do batch updates to records (I.e - I send a mass email, but have to update the communication to each individual record). Other smaller issues exist as well...

Miss the Old but the new will do

Vorteile:

I preferred when we had flash and really liked the old system but the new one completes all the same tasks. I do not have access to all functions so can only give a biased view based off what I can use. I like how quickly incoming leads are updated and the team is notified and I like how easy it is to track who we have contacted

Nachteile:

The new design was a bit hard for me to understand. I miss when we had flash - I had become very familiar with the old set up and have not enjoyed slowly relearning.

Utilized InTouch Technology for gym membership sales to follow up with leads.

Kommentare: Simple to use daily task list helped with productivity, keeping the sales team on top of their leads which resulted in higher sales.

Vorteile:

InTouch is incredibly user friendly and guides the salesperson through their day by setting up a list of leads to follow up with in a very specific order. The salesperson can simply follow the list and stay productive without the manager having to give them tasks.

Nachteile:

This may have changed, but when I used this software they did not have text capability through the software itself. Switched to another platform because of this.