Marg Qobrix CRM

PROS & CONS

What are the best aspects of this product?

Very easy to navigate among the different modules. Mobile friendly, cloud based.

What aspects are problematic or could work better?

Not problematic, but need a better user interface for the search module.

What features/services would you like to see in future versions of this product?

More integration with Office365

What specific problems in your company were solved by this product?

We were looking for a better CRM (More user friendly and mobile) from the one we had

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

Qobrix is extremely flexible and allows our IT team to implement business logic in record time. Every aspect of the application can be customised and the Vendor is constantly adding new functionality and features. However, the source code is also shipped with the product and this has allowed our in-house Developers to deliver exactly what we need from the platform, with expert guidance and support from the Vendor.

What aspects are problematic or could work better?

Customisation is easy, but to realise the application's true potential it helps to have an in-house PHP Developer, (although the Vendor also provides very reasonably priced custom development on request).

What features/services would you like to see in future versions of this product?

An advanced workflow engine that can be managed by the platform administrator, (without the need for assistance from the development team), but we are reliably informed this is on the Vendor's roadmap for delivery in the near future.

What specific problems in your company were solved by this product?

We scoured the CRM market for six months looking for a suitable platform for our Forex CRM. We reviewed multiple bespoke solutions and only Qobrix offered us the flexibility and customisability we need to allow us to continuously improve our service and remain competitive in the constantly evolving FX industry.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

Ease of use and option to customize based on your specific need. On line trading and being in an industry which is closely monitored and regulated means that you have strict rules, policies and procedures to follow as far as customers and funds received. Having a customizable CRM means that you can adopt all new regulatory directives adopted

What aspects are problematic or could work better?

deliverables of new custom solutions applied. I understand that this is not always an easy task

What features/services would you like to see in future versions of this product?

new modules for reporting purposes

What specific problems in your company were solved by this product?

classifying and categorising all clients registered

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

Ease of use and option to customize based on your specific need. On line trading and being in an industry which is closely monitored and regulated means that you have strict rules, policies and procedures to follow as far as customers and funds received. Having a customizable CRM means that you can adopt all new regulatory directives adopted

What aspects are problematic or could work better?

deliverables of new custom solutions applied. I understand that this is not always an easy task

What features/services would you like to see in future versions of this product?

new modules for reporting purposes

What specific problems in your company were solved by this product?

classifying and categorising all clients registered

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

The CRM provides complete property management. It handles images, specifications, distances, maps, and amenities effortlessly. It also integrates directly with our website to display our properties thus reducing our administration.

What aspects are problematic or could work better?

We would like to see if it can provide for ticketing as well. We understand this is a roadmap item.

What features/services would you like to see in future versions of this product?

Ticketing system

What specific problems in your company were solved by this product?

It reduced our administration significantly as well as number of errors committed. The activities modules also helped us have a great understanding of what was happening with each client.

Are you a current user of this product?

Yes