Elements CRM

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"Fantastic CRM for Mac"

PaulS8785 April 12, 2013 / Version: Elements CRM 4.0

2013-04-12 16:07:12 | By PaulS8785

Pros

Very user friendly, quick adoption by my sales team. It does a great job of keeping tracking of leads and clients, scheduling followup calls, and keeping track of important communication you've had with clients. Calls can be posted to Apple's Calendar which is really quick and easy. Also, their ipad app is fantastic- it has the same features of the desktop app.

Cons

No in-depth project tracking, just very basic.

Summary

It's a great user-friendly app for businesses running on the Mac. No, it's not free to use- it's a subscription based service. That's what SaaS is. If it were free, it would be worthless like the other CRM apps out there. You get what you pay for, and this app is well priced, and well worth the low monthly fees. I've been using it for 5 months now and the improved efficiency with my sales team has more than paid for the subscription fees.

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1 stars

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"Software $25 / Free Trial $99 ???"

tokyojoe888 May 21, 2012 / Version: Elements CRM 4.0

2012-05-21 09:52:48 | By tokyojoe888

Pros

the thumbnail screenshot looks pretty.

Cons

Downloaded the software. It first connects to google to see if you have an internet connection and won't let you in without one. So it appears to be an app that won't work offline so forget about using it on an airplane.

If it does get google, then it connects to 2 or 3 other Ntractive servers before displaying a login screen. You have to signup to use the software, and the signup is 'only' $99. That's the free trial? Seriously? Maybe this is great software. I'll never know.

Summary

Maybe there is a path to a free trial somewhere. If so, they've hidden it well. But it looks like they put up a setup fee that's 400% of the software cost. Bad business decision. It's an app that requires you to be online. Very bad business decision. Good software? Who knows.

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Full Specifications

What's new in version 6.0.2
NEW - Add "Created Date" to financial Invoice export. NEW - Add "Ship Date" to financial Invoice export. NEW - "Memo" now displays on "Package Slips". NEW - "Memo" now displays on "Work Orders". NEW - You can now view all "Drop Ship" Location for an Account. NEW - A/R Report by Salesperson Finance->Reports. NEW - Date range commission report Sales->Reports. NEW - Added revenue total to all commission reports Sales->Reports. NEW - Changed phone number from 701-738-4711 to 701-732-0056. FIX - Remove '#' in Invoice comments due to issues when generating Invoices. FIX - Remove '#' in PO comments due to issues when generating PO's. FIX - PO search causing sort/listing issues (search by PO number). FIX - PO search causing sort/listing issues (search by name). FIX - Followup call issue where completed record is duplicated. FIX - Fixed issue where custom filter page was missing new iPhone call feature. FIX - Added new 6.0 manuals to HTML emails for Trial Users, Store, etc. FIX - Fixed issue with double delete button in Sales->Prefs->Categories->Options. FIX - Fixed issue with currency showing a Pound (£) symbol instead of the Euro (€). FIX - Various minor UI fixes.

What's new in version 6.0.2

NEW - Add "Created Date" to financial Invoice export.
NEW - Add "Ship Date" to financial Invoice export.
NEW - "Memo" now displays on "Package Slips".
NEW - "Memo" now displays on "Work Orders".
NEW - You can now view all "Drop Ship" Location for an Account.
NEW - A/R Report by Salesperson Finance->Reports.
NEW - Date range commission report Sales->Reports.
NEW - Added revenue total to all commission reports Sales->Reports.
NEW - Changed phone number from 701-738-4711 to 701-732-0056.
FIX - Remove '#' in Invoice comments due to issues when generating Invoices.
FIX - Remove '#' in PO comments due to issues when generating PO's.
FIX - PO search causing sort/listing issues (search by PO number).
FIX - PO search causing sort/listing issues (search by name).
FIX - Followup call issue where completed record is duplicated.
FIX - Fixed issue where custom filter page was missing new iPhone call feature.
FIX - Added new 6.0 manuals to HTML emails for Trial Users, Store, etc.
FIX - Fixed issue with double delete button in Sales->Prefs->Categories->Options.
FIX - Fixed issue with currency showing a Pound (£) symbol instead of the Euro (€).
FIX - Various minor UI fixes.

General
Publisher	Ntractive
Publisher web site	http://www.ntractive.com
Release Date	August 31, 2015
Date Added	September 06, 2015
Version	6.0.2

Category
Category	Business Software
Subcategory	CRM Software

Operating Systems
Operating Systems	Mac OS X 10.10/10.8/10.9
Additional Requirements	None

Download Information
File Size	2.7MB
File Name	ElementsBrowser.dmg

Popularity
Total Downloads	238
Downloads Last Week	0

Pricing
License Model	Purchase
Limitations	30-day trial
Price	$24.95

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Elements CRM for Mac

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Full Specifications

What's new in version 6.0.2

General

Category

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Download Information

Popularity

Pricing

Screenshots

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