Who Uses This Software?

- Industrial & Machinery - Office Equipment - Manufacturing - Professional Services - Software and Technology

Average Ratings

7 reviews
  • Overall 5 / 5
  • Ease of Use 5 / 5
  • Customer Service 5 / 5
  • Features 5 / 5
  • Value for Money 4.8 / 5

Product Details

  • Starting Price US$59.00/month
  • Pricing Details Billing annually.
  • Free Version Yes
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
  • Training Live Online
    Webinars
    Documentation
  • Support Business Hours

Vendor Details

  • GleanView
  • https://gleanview.com/
  • Founded 2015

About GleanView

GleanView is B2B Sales Automation software that helps teams automate the process of finding and developing new customers. Our platform offers solutions from top to bottom of the sales funnel - get more leads, convert more leads and close more sales. Available modules include Power CRM (Sequences, Web Tracking and Account Based CRM), Website Visitor ID and Prospect Finder Database. Get started with our Free trial.

GleanView Features

  • Analytics
  • Campaign Personalisation
  • Customer Segmentation
  • Engagement Monitoring
  • Lead Nurturing
  • Lead Scoring
  • Progress Tracking
  • Prospecting Tools
  • Target Account Identification
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • A/B Testing
  • Auto-Responders
  • CAN SPAM Compliance
  • Customer Surveys
  • Drip Campaigns
  • Dynamic Content
  • Event Triggered Email
  • Image Library
  • Landing Pages/Web Forms
  • Mailing List Management
  • Mobile Optimised Emails
  • Reporting/Analytics
  • Subscriber Management
  • Template Management
  • WYSIWYG Email Editor
  • A/B Testing
  • Audience Segmentation
  • Campaign Management
  • Event-Based Notifications
  • Location Tracking
  • Team Management
  • Auto-Dialing
  • Call List Management
  • Call Recording
  • Campaign Management
  • Dashboard
  • Data Management
  • Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Performance Management
  • Contact Discovery
  • Contact Import/Export
  • Lead Capture
  • Lead Database Integration
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Visitor Identification
  • Campaign Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • A/B Testing
  • Analytics/ROI Tracking
  • Customisable CTAs
  • Drip Campaigns
  • Dynamic Content
  • Landing Pages/Web Forms
  • Lead Scoring
  • Sales Intelligence
  • Search Marketing
  • Segmentation
  • Social Marketing
  • Website Visitor Tracking
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

GleanView Most Helpful Reviews

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

Reviewed on 20/02/2019
Kristy H.
Marketing Specialist
Machinery, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

All of our customer interactions in one place

Reviewed on 09/02/2017
Brenda W.
Customer Service Manager
13-50 Employees
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

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

Reviewed on 13/11/2017
Jynna B.
Project Manager
Construction, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Outstanding Service and Value - Complete Customer Relationship Solution

Reviewed on 16/10/2017
Marc P.
Vice President of Marketing
13-50 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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.

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

Reviewed on 19/02/2019
Mark L.
President & CEO
Computer Software, 13-50 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

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