★★★☆☆5.12.2023
So much potential but falls way short from a cadence tool with issues and oddities.
I wanted to love this program as the integration worked well for the most part and the UI look and feel is very nice. However once I get into running multiple cadences and steps the issues soon came up.
These include:
1. When a number is assigned to multiple people in Pipedrive (ie corporate main line with an extension) it does not show the correct person dialed when called.
2. When a call happens in the cadence and no matter the result it does not allow me to hold it in that step in the cases of a dropped call, wrong number, etc to try again later. It just moves it to the next step. There is no way to put it back in a previous cadence step.
3. After a call it does not allow me to add notes or comments as well as select if I left a message, connected, etc after the call. I have to open up Pipedrive and do these actions.
4. Times Zones in the filter. I am unable to filter by my custom field of Time Zones. For example I have a field under the person in Pipedrive that is Time Zone (Eastern, Central, Pacific, etc). It only shows periodically a Time Zone for the person in a obscure location. For example for one user in my tasks I can filter by my time zone or Port-au-Prince. This is not helpful at all.
6. The time zones do not make sense. When I put in the zip code and country that it asks for it pulled up different countries and time zones than what they are in.
5. Entering in an email that does not end with .com gives errors.
6. When the phone number for a person is the same as the corporate mainline it does not allow the updates to be saved in Cadence.
7. It is also difficult to do situational routing in a cadence unlike some other programs.
These were some of the issues I found in the 5 days of testing.