GleanView

GleanView

Sales and Marketing software stack

5/5 (7 reviews)

GleanView Overview

GleanView is the only Account-Based, Sales and Marketing software stack that is completely configurable to fit your company’s unique needs. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnessing the power of automations and focusing on doing more with less. They can be used together to create a seamless platform, or can be plugged into your existing software to fill gaps and extend functionality.

Pricing

Starting from
$175/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

GleanView Reviews

Overall rating
5/5
100% positive reviews
7
Excellent
0
Very good
0
Average
0
Poor
0
Terrible
Kristy H.

Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline.

Used Daily for 2+ years
Reviewed on 2019/02/20
Review Source: Capterra

GleanView is a growing company that is focused on meeting & exceeding the needs of their customers. If there are any errors that are occurring, they are very driven to resolve the problems as quickly as possible. They are very invested in their customers and you never feel like you are just a number to them. They take customer experience to a whole new level.

Pros

GleanView allows everyone in our company, from our Estimating Team, to Marketing, to our independent Sales Team, and everyone in-between, to be on the same page 24/7/365 with where a potential customer is in our sales pipeline. We can work potential customers through the sales funnel by segmenting them into drip marketing campaigns based on their interests. We are just scratching the surface of what GleanView can help us achieve and we are excited for what the future holds!

Cons

The CRM is created for the masses. It doesn't fit everyone's needs across all business types, however the company is very flexible in creating the programming needed so that it does meet your needs if it will benefit their other customers.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Brenda W.

All of our customer interactions in one place

Reviewed on 2017/02/09
Review Source: Capterra

GleanView is integrated with our online shopping cart, and all of our online orders/web quotes flow directly from our website into GleanView. These transactions are then routed to our sales and customer service team members using custom assignment rules, which were very easy to set up in GleanView. Web quotes are automatically entered as sales opportunities and assigned to sales and are tracked as pipeline.

I like the fact that all of our customer interactions are tracked in one central place that can be accessible anytime and from anyplace by all of our team. Every online order, offline order, phone call, web visit, and email for every single one of our accounts is tracked in one place. I also like the fact that GleanView is very customizable and was able match our workflow.

There were a few things along the way (some minor bugs and enhancements). The GleanView team has been great about fixing things like that quickly.

The integration capability really sold us. Being able to integrate all of our major systems phone, email, shopping cart, and website has really helped us understand our customers and their needs better.

We had a fairly manual process of lead and order follow up previously that relied on manual data entry and used several different systems. We wanted something that could put all of our customer data and interactions in one central place. We were able to reduce the administration and manual entry time of our team significantly, which allows them to focus more on following up with our customers.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jynna B.

Gleanview has been an excellent tool to help keep my active projects organized in one place.

Used Daily for 2+ years
Reviewed on 2017/11/13
Review Source: Capterra

Project organization

Pros

The option to customize the search fields for specific projects and or customers is the most helpful feature for my specific needs

Cons

I wish there was an option to save your preferred search options so you didn't have to re-filter them each time you refreshed the page after an update or logging out.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Marc P.

Outstanding Service and Value - Complete Customer Relationship Solution

Used Daily for 6-12 months
Reviewed on 2017/10/16
Review Source: Capterra

We are saving a ton of money and getting a better product and service that we had with our previous CRM.

Pros

We switched from a competing CRM to GleanView and ended up saving alot per year without losing any functionality. The service has been top notch and has gone above and beyond to accommodate our needs. The team at GleanView has been able to really customize the integrations to match our sales and marketing process, and we now have a full solution that manages our customers and prospects from lead to repeat order.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Mark L.

Clearly designed for B2B - People running SMB designed this for others running SMB's.

Used Daily for 6-12 months
Reviewed on 2019/02/19
Review Source: Capterra

Full-fledged CRM: Tracking leads, Opportunities, customers. Emailing DIRECTLY out of application using email follow-up templates - GREAT time saver. Follow-ups sync'ed to calendar. Easy to add user-defineable fields, importing is a breeze.
Have not yet tried the marketing automation, but very impressed that for the price, includes Hubspot/Marketo-like Marketing Automation functionality! Eager to get to that next.

Pros

Easy, Intuitive, has all the features/functionality you'd expect all in one single application.

Cons

Been on for 6 months, haven't found any.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

GleanView Pricing

Starting from
$175/month
Pricing options
Free Trial
Subscription
Value for money

Prices start from $175 / month for up to 5 users for the Outreach product. Each of the other products start at $200 / month. Combine products to get a complete platform, or just get the pieces you need.

GleanView Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Data Import/Export
  • Email Integration
  • Social Media Integration

  • Automatic Reminders
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Electronic Payments
  • Mobile Integration
  • Reporting & Statistics
  • Third Party Integration

Additional information for GleanView

Key features of GleanView

  • Account management
  • Activity dashboards
  • Activity summary
  • Advanced segmentation
  • Anonymous visitor identification
  • Appointment & task calendar
  • Behavior-based triggers
  • Call & email logging
  • Campaign automation
  • Custom landing pages
  • Custom routing rules
  • Customer lifecycle management
  • Customizable widgets
  • Drag-and-drop email designer
  • Drag-and-drop landing page designer
  • Dynamic content for email personalization
  • Email drip campaigns
  • Email marketing
  • Email open, click & bounce tracking
  • Follow-up scheduling
  • Lead routing
  • Lead tracking
  • Marketing analytics
  • Multi-step email nurture campaigns
  • Opportunity management
  • Pipeline management
  • Product & vendor database
  • Project management
  • Quote creation
  • Quote tracking
  • Real-time alerts
  • Sales analytics
  • Sales forecasting
  • Sales stage tracking
  • Web order & form submission tracking
  • Web, email & phone histories

Benefits

  • 4 Key Products. One Integrated Platform.

  • Scale sales engagement and top of the funnel outreach to new prospects

  • Manage full cycle sales from first touch to repeat customer

  • Transform the way you communicate with prospects and customers

  • Build targeted account and contact lists to fuel outreach

  • Turn anonymous website visitors into leads

  • GleanView FAQs

    Below are some frequently asked questions for GleanView.

    Q. What type of pricing plans does GleanView offer?

    GleanView offers the following pricing plans:

    Starting from: $175/month

    Pricing model: Subscription

    Free Trial: Available

    Prices start from $175 / month for up to 5 users for the Outreach product. Each of the other products start at $200 / month. Combine products to get a complete platform, or just get the pieces you need.

    Q. What are the main features of GleanView?

    GleanView offers the following features:

    • Account management
    • Activity dashboards
    • Activity summary
    • Advanced segmentation
    • Anonymous visitor identification
    • Appointment & task calendar
    • Behavior-based triggers
    • Call & email logging
    • Campaign automation
    • Custom landing pages
    • Custom routing rules
    • Customer lifecycle management
    • Customizable widgets
    • Drag-and-drop email designer
    • Drag-and-drop landing page designer
    • Dynamic content for email personalization
    • Email drip campaigns
    • Email marketing
    • Email open, click & bounce tracking
    • Follow-up scheduling
    • Lead routing
    • Lead tracking
    • Marketing analytics
    • Multi-step email nurture campaigns
    • Opportunity management
    • Pipeline management
    • Product & vendor database
    • Project management
    • Quote creation
    • Quote tracking
    • Real-time alerts
    • Sales analytics
    • Sales forecasting
    • Sales stage tracking
    • Web order & form submission tracking
    • Web, email & phone histories

    Q. Who are the typical users of GleanView?

    GleanView has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does GleanView support?

    GleanView supports the following languages:

    English

    Q. What type of pricing plans does GleanView offer?

    GleanView has the following pricing plans:

    Subscription

    Q. Does GleanView support mobile devices?

    We do not have any information about what devices GleanView supports

    Q. What other apps does GleanView integrate with?

    GleanView integrates with the following applications:

    Gmail, Google AdWords, Google Calendar, InsideView, Office 365, RingCentral, Unbounce, Zapier

    Q. What level of support does GleanView offer?

    GleanView offers the following support options:

    Online Support, Phone Support