Telenotes vs PerfectForms

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Telenotes

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$135.00 /month

PerfectForms

Category: Task Management Tool

Industries: Marketing, Education, Business

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 PerfectForms

PGSD's most used form is the Field Trip Form for our Transportation Department. Teachers are able to submit the form, then the form will route automatically to the various approval levels. This is very convenient for all approval levels and the Transportation Department.

Jeannie S.

About PerfectForms

PerfectForms is a feature-rich, web-based development environment - complete with pixel-perfect forms, workflow automation and powerful reporting capabilities - that lets you quickly build and deploy a wide variety of business applications, all without writing a single line of code. You can build engaging, visually rich forms, design simple or complex workflows, send automatic notifications and escalations, create impressive drill-down reports, and even integrate with external systems.

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

PerfectForms reviews

My company had a lot of little workflows that couldn't be adequately captured in our core systems, so we had a lot workflows powered by passing an excel spreadsheet around, etc. PF is a solution that allows me to build a form and a workflow in just a few minutes to automate those processes. We use it for everything from reporting Safety incidents, to managing reservations for company properties, to approving IT new user access requests (access to our IT systems, which have to get approved by a LOT of people). It is used to manage some employee benefits that didn't fit our HR system. It manages customer complaints and resolutions. It manages an employee recognition system. In short, it fills a ton of gaps between our core systems, and allows us to do it in-house and quickly.

- Scott G. IT Manager

It's great. I am able to create the forms my school district needs, and PerfectForms support is always there when I need a little help.

- Lauren H. Webmaster

Wished there was a better way of getting help on building a form or have a listing of various templates to use.

- April M. Security Specialist

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."

PerfectForms

Pros
I love the different levels of routing that PerfectForms can complete
Teachers are able to submit the form, then the form will route automatically to the various approval levels
This is very convenient for all approval levels and the Transportation Department
Forms maintain a highly detailed audit trail of each change that occurs as they make their rounds which is very useful in terms of security
But mostly what I like and why I went with perfectforms was for the ease of setting up and creating my database solution
Both the forms and reports are easy to assemble and use."
Cons
What more could you ask for
And no they didn't pay me to write this!)
Another limitation I came across with importing videos to be embed was limited to be under 10 minutes, however there are work around for this
We also inspect every Fire department in the state of Mississippi and collect fire hydrant information around the state
When I started at the company, we collected all of this information on paper
I had previously given PerfectForms a less than stellar rating for some of those problems
This new version seems to have solved them all, and is 100% HTML based, so no more problems with using Flash."

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