LionDesk Reviews

Pros

LionDesk can do most things a good CRM can do. Drip campaigns are very easy to set up. It helps me to respond back to potential leads quickly. It offers lower fees than most of the competitors in the market.

Cons

The software can be glitchy at times and the customer support needs improvement. I had a poor experience syncing contacts and leads into the system but the issue was resolved after reaching out to the support.

Pros

I love this platform so far. It has been very user friendly and has most of the features I want for a very reasonable price. Innovation of new features seems to be at the front of mind for the company, which I look forward to seeing and trying out.

Cons

I really would like the option to use a straight to voice mail call feature. This would be great. The inclusion of an auto-dial feature would also be incredible. I'd love to see the creation of a social media digital management add on so that we could hire a social media manager that already has access to our database. Another cool feature I've never seen a CRM tackle is helping agents complete missing information on their clients. Like a people finder service that assists in helping to update old contact info, etc. Last item I really want which should actually be my first item is a monthly automated home value email that goes out to my database and gives them a monthly market snapshot type thing.

Alternatives Considered

HouseJet

Reasons for Choosing LionDesk

That product is not working at the level it should be working at and I find it burdensome and difficult to use. There are a lot of glitches.

Reasons for Switching to LionDesk

It was far too cost prohibitive. It did have the sly dial feature and it had rolled in an auto-dialer which I grew to appreciate a great deal, but it was very expensive.

Pros

literally nothing, there is nothing good about the product or the backend

Cons

buggy, doesn't work well, confusing, ugly looking and messy feel

Pros

It is an out of the box solution that most Realtors would get a benefit from using assuming they do not need a custom solution.

Cons

It does not allow custom data fields i.e. timeline, areas of interest, loan program etc. Also I wanted to use my own number which you have to either purchase from them or use your own (I had a Twilio number) and even with my number once I selected to use it with Liondesk they charge you to take it back even though I own the number. Using your own number is important when using SMS with leads.

Alternatives Considered

BoldTrail

Reasons for Switching to LionDesk

I thought it had more functionality but I was lied to by the sales rep.

Pros

Integrating with my business was easy and the different features as well

Cons

There is nothing I would say I least liked about LionDesk, but I would intergrade videos . That would be a nice feature to have inn our industry.

Alternatives Considered

Surefire CRM

Reasons for Choosing LionDesk

Because LionDesk does not provide marketing for Spanish speaking Borrowers nor videos.

Reasons for Switching to LionDesk

Top of mind caters to the Lending industry. They provide marketing campaign and videos both in English and Spanish, and are in compliance . I really enjoyed being with LionDesk, but because they provided more features I decided to go with them for these reasons.

Pros

Liondesks features sound like great user friendly features, in theory. The thought of using them is great... Then you get into the system and they dont work or they dont communicate seamlessly.

Cons

Features often didn't work, accounts dont connect, there's a cap on how many emails and texts you can send, you end up double tracking more than actually accomplishing what you want to do. I HATE the no cancellation clause. I pre-paid a year after a sales pitch and regretted it instantly. I tried to cancel within two weeks. They would not refund any of the over $700 I paid. If you're going to try LionDesk DO YOURSELF A FAVOR AND ONLY GO MONTH TO MONTH! See if it works for your needs. Our RealGeeks site ended updoing 95% of what I needed LionDesk to do and for what I needed LionDesk to do, it was bad at it.

Pros

Included with realtor board membership, means lower overall cost

Cons

The learning curve was steep at first due to many features. But, once overcome, its great.

Alternatives Considered

Brivity CRM

Reasons for Choosing LionDesk

Value and features

Switched From

HubSpot Marketing Hub

Reasons for Switching to LionDesk

better value. included with relator membership, and similar in features

Pros

The feature that I like best so far is the ability to customize a few fields. I also like the ability to edit and modify existing standard fields.

Cons

The new beta version has a 180° different interface and has changed the usability of the site which is the reason why I selected Liondesk.

Alternatives Considered

RealtyJuggler

Reasons for Choosing LionDesk

Referral Maker wasn't customizable. It was too busy and didn't allow me to customize and track commission accurately.

Switched From

Referral Maker CRM

Reasons for Switching to LionDesk

Customizable features. The usability. Its interface is current and fresh.

Pros

Has the most bang for the buck that I have seen

Cons

Little clunky, and not the most seem less that I have used. Not a big fan of the look of the beta version.

Alternatives Considered

FirePoint

Reasons for Choosing LionDesk

Team had not grown at that time and I was not actively looking to grow it. So for the money it was not worth it.

Switched From

Follow Up Boss

Reasons for Switching to LionDesk

Features and Price

Pros

The simple prewritten emails and text messages that I can send individually or to the entire account.

Cons

The new version of the product is difficult to use. Video email does not get viewed.

Pros

All the functionality needed to communicate and track leads and clients.

Cons

Doesn't allow for you to choose using same email for 2 separate clients, such as when a client is also acting as a PR or Executor to another client (hence the contact info is the same, but want to keep track of separate names and addresses).

Alternatives Considered

Insightly

Reasons for Switching to LionDesk

Price compared to bigger lead marketing companies and it is geared specifically for the Real Estate industry.

Pros

User Interface and list of potential features (everything not included in base price)
Lead Emails include a copy of the original email.

Cons

LionDesk uses a third party email vendor (SendGrid) who does not directly support clients of Liondesk and the complexity of email delivery these days is beyond the skillset of most people including the LionDesk support staff.
I have multiple CRM and Real Estate applications that send emails to my clients/leads on my behalf without any issues such as; Top Producer, Follow-Up-Boss, Pro Agent Website, etc. and only my emails from LionDesk end up in the clients spam or juk email folders.
I have spent many hours working with Microsoft, Godaddy and Liondesk support trying to get LionDesk to succesfully send emails and have done everything in my power to configure everything correctly from DKIM to SPF to DMARC.
Below are a few things Liondesk can do to improve the likelyhood of email being received by recipients.
- If LionDesk/Sendgrid would provide the list-unsubscribe it would help,
- if LionDesk/Sendgrid would include a text copy with each email it would help.
- Align email domaikns so that DMARC can be checked.
- Provide sample DKIM, and SPF settings based off LionDesk settings instead of Sendgrid suppport links.

Without functioning email LionDesk is a crippled product.

Pros

what they say you can do The perceived value!

Cons

faulty software charged me overage for MMS 31 tomes $5 for messages that were never sent.

Pros

none

Cons

Sync not working well. Notes don't sync. See below

Pros

I like the integration and automatization capabilities, Follow up campaigns

Cons

The lack of a system for sending automatic CMA's or current Market statistics, customer service needs to be a bit faster as well

Pros

I really like the round robin feature that they have for new leads coming into the system. My broker in charge has it set so that every new lead will rotate to each team member. Their customer support is also great! Coming from another CRM we had several questions about the functionality at first. All of our questions were answered in a timely manner and I even had a representative stay on the phone with me to walk me through some of the changes I was looking to make in the system.

Cons

So far so good!

Pros

For me, the best feature is the ability to text from a desktop/laptop. You can also set-up text and email templates that save you a ton of time. There is an app that needs work IMO; however, the overall software is a very good value for the money.

Cons

I-phone app. The app needs some work, not very intuitive.

Pros

User friendly,
great functions
works well.

Cons

should include texting with all packages

Alternatives Considered

CINC

Reasons for Switching to LionDesk

Price

Pros

I've paid the premium monthly fee for training and support. Worth every penny. Best live support on any software that I've ever experienced.

Cons

A few of the processes could be improved, extra steps between contract entry, for instance.

Pros

Ease of use in regard to video & photo additions to emails

Cons

Does not efficiently integrate with RealGeeks to track user website activities, making it useless for maintaining sufficient notes on leads.

Alternatives Considered

TOP PRODUCER

Switched From

TOP PRODUCER

Pros

Text feature has worked wonders with contacting people

Cons

Building the drip campaigns could be easier.

Pros

App accessible The ease of having the app was easy while out and meeting clients are on the road and meeting clients versus being on a computer all the time

Cons

I had multiple appointments with tech services to try and get the system up to par with my needs for my business and unfortunately even with the new rollout of lion desk it’s still did not work I basically wasted my money for 3 to 6 months.

Pros

Its easy to use it and stay on track to follow up. Ability to create own campaign and upload campaign from others. Ability to assign clients to partners.

Cons

create campaign with reacquiring task. Has no automation on Birthdays or Anniversaries.

Pros

I used LionDesk for a short time, until I moved to a company who had their own CRM management software that was superior. While I was using it, I found LionDesk very useful. It had a great database feature, the drip campaigns went out seamlessly, and it was very easy to keep up with all documents imported into system.

Cons

I really did not have any issues with this software. I just switched to the company provided CRM as it was superior to LionDesk.

Pros

Personal mentor that was available with the CRM

Cons

Price to have a personal mentor available for questions...