Telenotes vs Optimy

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Telenotes

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$135.00 /month

Optimy

Category: Task Management Tool

Industries: Marketing, Business, Education, Communication

Pricing

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Most popular feedback for Telenotes

The ability to track where I've been .The ability to follow up on what I've done .

Renee O.

About Telenotes

Get better sales call notes with Telenotes! Your sales reps love to talk, but hate to type. Yet you still need their data from the field. Discover how Telenotes can help you keep your reps focused on selling, and leave the data entry to us.

Most popular feedback for Optimy

Overall: The Optimy team works very closely with us to help identify solutions within the tool for our programs. Everyone that we have dealt with on the team have been excellent to work with and the transition to the new tool has been seamless.

Lindsay C.

About Optimy

Optimy helps users receive applications, sort them, and then manage the projects and report on those. From a single dashboard, users can follow all the projects and their processes. Recurring tasks will be automated, saving the user a lot of time. Gather and centralize all contacts in one place.

Telenotes reviews

The Telenotes team provide outstanding support! They are quick to answer questions by phone or email. Whether it is the app or the online portal; the functionality of the product is user friendly. The program is reliable and provides us with a great way for everyone to stay on the same page and I absolutely love the reminder emails with follow up tasks!

- Michele F. Director of Sales & Operations

he biggest problem solved is being able to track the information from a call. I receive followup tasks and calendar reminders in real time and can act on the requests of my customers right away. I have talked to other sales professionals who use different CRMs and find that they don't like them and spend more non-sales time inputting their call notes, if they even remember them. Telenotes makes it EZ to input, act, and move on to the next client without having to remember all the details in my mind. They are my sales brain!

- Timm R. Regional Manager

Though it gets the job done, there are often major delays. I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding. For some reason, this software is also much slower when other people in our house are on the wifi for reasons I do not understand because no other program I use is slower when other people access the wifi.

- Lexie K. Transriber

Optimy reviews

Through Optimy we handle our complete commitment. The hopes that we as a company had for the software have so far been fully fulfilled. It turned out that we can use the tool to integrate further processes that we did not have in mind in advance. With this integration, further processes are streamlined, interfaces and sources of error are reduced.

- Roy H.

My experience has been very positive and filled with great customer service and support at every stage.

- Chelsey W.

Overall: We are ruling all partnership events (commercial and non commercial) through this tool. Pros: You can find all the information you nedd at any time, anywhere, as far as you have connection on the internet. Powerful reminder which gives you peace of mind. Tasks are scheduled and the tool reminds you when you have to do it. Very useful when you handle hundreds of files simulteanously. Gives you also the Opportunity to find "Who dit What" in any of your file Cons: Some changes are set up without correct information of the client. One day you discover a tool different of what it was the day before. Not very intuitive.

- Allain H.

Pros & cons

Telenotes

Pros
It is great when I get put off by a current customer or if I just run out of calls to make
This program has shown me that there is always another call to make
If I need help with the program TNOTES has always been right there for me
They have truly made me a lot more than I pay them
It saves me time and keeps my clients information safe and organized
LOL and I found it hard to stay organized and stay on top of things."
Cons
I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding
The biggest problem solved is being able to track the information from a call."

Optimy

Pros
Easy to use
Being able to make personal edits to the software is a huge improvement in our efficiency
Customer service available and very professional.
Cons
There are some automated features that were available in our previous solution which are not available in the Optimy tool
Server response too slow
Some changes are set up without correct information of the client.

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