Review Time
It used to be very good software, but now they keep integrating more third-party services (or sometimes the same providers) and charge for every action, such as AML checks or signatures.It feels like it is moving towards a “pay as you go” model focused on generating more monthly revenue, rather than being a fully managed, all-in-one solution.
Scathing review to follow...We switched in 2023, with all sorts of false promises from the sales team.Nothing works correctly - it simply is NOT compatible with the Scottish system so if you are based in Scotland avoid at all costs. Aside from this, their support, as noted with other reviewers, is an online ticketing system. Most recently this took 9 days for a response and only then after me sending 2 chaser tickets.Whenever we encounter a problem, we're given 'workaround' suggestions to make the thing do what we need it too which makes a mockery of training a new person since nothing is in any assemblance of an organised style or system. It is just shockingly bad. The trauma of changing CRM is bad enough and I don't know whether I can put my team through it again, but my advice to anyone considering a move of CRM systems, PLEASE AVOID ALTO AT ALL COSTS.I'll expect a response on here from someone on the marketing team trying to avoid bad reviews but would rather hear from support regarding some ACTUAL ANSWERS AND SOLUTIONS for the shambles of a mis-sold system.
We've recently migrated from Expert Agent, who we've used since 2016 to Alto.Ben McLeod helped us get a demo booked and helped us throughout the onboarding and eventual migration to the new system, and has continued to support us since with great levels of communication. Melissa Reeves has also been very helpful with getting us onboarded and continuing to support us.Whilst we are still getting fully setup still, we're not far from being fully established on the new system and can already start to see the long term benefits, such as the integrations with the systems we already use such as FixFlo, Inventory Base and Vouch.
We have been allocated for ALTO a new account manager Nasreen Khan and her service has gone above a beyond to assist us in every way. Exceptional service which has been a vast improvement from her predecessors whose performance was far from satisfactory!
My company has decided to move away from Vebra Alto. Part of the reason is the poor service levels when responding to day-to-day issues we encounter. However, Jack Holmes has been dealing with our migration and has been our contact during the notice period and we have found him to be responsive, helpful and a pleasure to deal with. Its a shame we didnt have Jack as our account manager. He gets 5 stars.
Amy Hammond was extremely helpful, I called with an issue and got through to her straight away. Upon advising her on my issue, she logged it and called me back to resolve within an hour. Extremely efficient service and extremely grateful, thank you!
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