Nadia P.Validated Reviewer
Program Manager · Financial services · 201–1,000 employees
4.0
January 29, 2026
“Regulated-industry requirements met, at a price”
Used daily for 2+ years
Field-level audit history, granular sharing rules and Shield encryption satisfied banking compliance where lighter CRMs failed review. Implementation ran nine months with a partner. It does what nothing else could; just do not expect reps to call it pleasant.
Pros
Compliance tooling, permission depth, platform stability.
Cons
Rep-facing UX requires customization budget to make bearable; slow page loads.