Azurepath was built as an alternative to expensive and outdated CRM solutions that have a steep learning curve, require a lot of data input, and offer very little in the way of insights. At only $14.95 per user, per month, Azurepath is the industry leader in the power to price ratio.
Azurepath's remarkably clean user interface can be learned in minutes and starts generating powerful, automated business insights from day one for any sized business.
Batch import, update and export data in seconds. Filter by team, individual, event, or date/value range. Find anything using global search. Look months into the future using an automated and configurable sales forecast.
How many times do you click on the 30 day trial - and then struggle to make the software work for you? In my case, it was multiple times. I am an admissions and marketing associate at a small, independent school in St. Louis. Resources are limited, and I don't represent a market that is lucrative enough for CRM software manufacturers to produce specialty systems. Thank goodness I found Azurepath. I was searching the web for customizable CRM systems at an affordable price point. AND I FOUND IT WITH AZUREPATH.
To give you some history, our accounts are families, my contacts are parents and my leads are children. All important pieces of our admissions funnel - but very different from most CRM systems. Azurepath is FLEXIBLE and CUSTOMIZABLE so it became a CRM system that works with my industry. BUT--it did require work and training on my part and customer service support.
Customer Support is AMAZING. The first question was during the first week of my 30 day trial - and I emailed Azurepath. To my surprise, I received a phone call within 30 minutes - and my support contact walked me through my problem --step by step. He didn't know if I planned to buy the software or not. I was given the VIP service. And I was convinced.
I purchased the system - and continued to modify and customize it. For a while, I talked to customer service a few times a week. And some of my ideas and suggestions were implemented. One new addition I like is the "Insights" page on the navigation bar. This is a dashboard that gives me an "At a Glance" look at my leads. I also like that I can connect my emails, from my current email server, to my prospects. I don't need to write emails inside the software system. And the "Reminder Clock" in the Touch section keeps me up-to-date with my leads. I just click the "clock" icon - pick a future date - and write a note to myself on how and why I need to reach out to the lead. And on that date, I receive an email reminding me to contact that lead. The reminder has a click-through link so I can immediately go and look at the lead before I write my email or make the call.
I've only used the system for a few months, and I have so much more to learn. It's a very powerful program that you can use just to keep track of leads --all the way to integrating with your financials. And I heard they are rolling out a way to import leads from my website webform directly into the database. So, do I recommend this software --YES!
Flexibility, Ability to Customize and amazing customer service.
At first, I didn't like that I couldn't set a "touch" for a future date...a reminder. But Azurepath quickly added that capability into the software.
Likelihood to recommend
Ok, it's going to be hard not to sound like a paid advertisement in this review, but our experience has been that good. The Azurepath team and tools have been nothing less than excellent. The customer service is unmatched and the tool is incredibly intuitive and easy to navigate. The Azurepath team worked with our company to tweak the tools to fit our needs and we now run our entire pipeline forecast on this system. It does a fantastic job of marrying a sales tool and a finance tool, which is exactly what we were after. We initially were going to go down the SalesForce route but it seemed like a sledgehammer to crack a nut. Salesforce is a powerful and complex tool, but it comes with a hefty price tag as well as the need for in-depth training sessions and very involved data input, thus making it a huge investment of time and money. Azurepath, on the other hand, fulfilled all of our requirements, was within our budget, and required minimal training and setup.
Intuitive, easy to use, clean interface. Responsive customer service. Great functionality. Cost effective.
We operate with multiple currencies from all over the world, this software keeps you to one currency.
It's not possible to apply a cost without a payment invoice, so if costs are being accrued without a payment invoice then you are not able to record it.
Likelihood to recommend
I’ve used Salesforce for the past 10 years to do tasks ranging from data input, pipeline management, to now as an Executive running business critical reports. At the prompting of a respected colleague, I recently signed up for a free 60-day trial of Azurepath and was blown away by how easy it was to navigate the system and set up KPI’s that gave me meaningful insight into the current and projected health of the business. Several weeks ago I took the full leap and switched our entire CRM over to Azurepath. What use to be a several day process of sitting down with each rep to get an accurate gauge of the confidence level of each forecasted opportunity, is now accomplished in a matter of minutes using Azurepaths business insight graphs. I can now go into quarterly board meetings with confidence that my Sales projections are backed by historical data and that forecasted revenue will only be off by a few percentage points.
Useful business insight graphs and trend reports.
Nothing negative to say about the software.
I'm a previous Salesforce user and anyone that's used Salesforce as a CRM knows how challenging it can be to generate accurate reports that allow you to effectively manage your Sales team and opportunity pipeline.
Azurepath is unlike any other CRM I've ever used as it truly provides me with meaningful reports that allow me to accurately forecast and create projections 3-4 quarters out.
i've been using Azurepath for several months now and honestly can't think of anything that I don't like about this product. Their staff was extremely responsive to any and all questions I had at initial launch, and I've even received an unsolicited check-in from the Azurepath team to make sure that I was getting the expected value from the application.
Likelihood to recommend
The National Science Foundation has a Lean Startup program for their sbir recipients. It requires many contacts of prospective customers. Using the software allowed us to track that and report it in a convenient manner.
Intuitive ease-of-use, and easy to read reports. The ability to track touches allowed us to report this in a format which met our needs
If it was free I would like it even better. If it had a mind reading application and I didn't have to hand enter things that would be great too. And there was some confusion on where to enter someone's name as both a lead and a contact when entering a new company.
Likelihood to recommend
- Track lead and performance on an individual or team level
- Track all lead communication at the lead and account level
- At a glance insights into lead creation, contact pace, stage aging, closings and more
- Seamlessly integration lead management, reporting and forecasting
- Remarkably easy to learn and use
Below are some frequently asked questions for Azurepath.
Azurepath offers the following pricing plans:
Starting from: $15/month
Pricing model: Subscription
Free Trial: Available
Free 14 day trial with no credit card required. $14.95 per user, per month after the trial ends.
Azurepath offers the following features:
Azurepath has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business
Azurepath supports the following languages:
Azurepath has the following pricing plans:
We do not have any information about what devices Azurepath supports
Azurepath integrates with the following applications:
Constant Contact, Constant Contact, Dropbox, Formstack, Gmail, Microsoft Excel, Microsoft Outlook, Smartsheet, Wufoo, Yesware
Azurepath offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials