Ben N.

My wife and I own and run a niche brokerage office specializing in individual disability insurance. We have a team of 10 total employees and have been using SalesNexus now for apprx 5 years.

For anyone considering moving to this as their new CRM and email marketing platform, I would not be concerned about the transition nor the ongoing level of support sand service

We use a totally customized main page and their team matched what we had from the prior CRM we had been using.

We really have not had almost any technical issues over the years. No major ones at all.
When we've had some minor issues arise, their support has been quick to look into the problem and quick to resolve it. Mike Roa has been especially responsive. It's like he's our own dedicated support person!

We have no interest in evaluating other CRM's: when you have a great product with friendly, experienced and quick service, you can focus on your own business vs spend time on making technology work for you.