InterActionВ® is a Relationship Intelligence solution for Legal and Professional Services firms
InterActionВ® is a Relationship Intelligence solution for Legal and Professional Services firms
Customer Reviews
User in Accounting
Advanced user of InterActionВ®Once familiar with the product InterAction is fairly easy to use, especially for opportunity management (which is the bulk of what I use the product for). It is effective for pipeline and sales management and overall CRM.
Like any CRM system, InterAction is only as good as the information that has been entered and updated by the opportunity managers. I have found it a bit less user friendly for contact and activity management, however, I do not regularly use that feature so I need to relearn ever time I use it. Additionally in order to get the most out of the information, you really need to know how to use the reporting tools well.
CRM - sales and pipeline tracking - insights into forecasts. When used correctly, InterAction provides great insights into our pipeline and future sales.