DealDoc

This app is a game changer. I’ve been able to improve win rates, deal health, forecast accuracy and rise to #1 on my team. I had a technical issue where my data was gone when I logged in, but reached out to David. He responded right away and suggested I install and reinstall, that fixed the issue right away. Outside of this issue, it is a great app and it looks like David is working to grow it and fix problems quickly when they happen. Highly recommend!

-Unable to share opportunity. -Loses opportunities that I have created. -Needs a print summary feature with AirPrint support -Color coding not changing with updates -use contact integration to pick email to share with

It’s a pricy app since it comes with a monthly subscription. On multiple occasions I have entered my data (opportunities) and those keep getting deleted. I love the concept of DealDoc, but with the data getting disappearing, and the $7 per month cost, I’ll find an alternative.