We were impressed!
What was your company’s primary use case for Zuma?
We're a consulting agency that tested Zuma with a client looking for a solution to pre-screen & pre-qualify prospects for affordable housing.
What do you like most about Zuma?
The team at Zuma was a delight to work with. Jonathon and Kaitlyn worked closely with us over our test period to train "Kelsey" to prescreen prospects and match them to affordable units. Our desired model required a bit of complexity for Kesley to access available units in our PM software, income restrictions per specific units, and deliver back appointments and prospect data into our CRM. The team was responsive and anticipated Kelsey's reactions really well. Kelsey proved to be highly trainable. I was really impressed.
What could Zuma do better?
They were a great partner, but unfortunately, at the end of the test period, it was deemed that we just couldn't quite get across the finish line with the existing tech stack without extreme measures that neither the client or Zuma were able to tackle. I'm still impressed though.
Who would you recommend Zuma to?
Any operator using tech (PM/CRM) that is already integrated with Zuma. Kelsey was well on her way to earning employee of the month for handling so many prospects at once, booking appointments, and following up.
Customer support and service
We had a great experience with Jonathon in sales, and Kaitlyn as our account manager. They listened closely and took our feedback back to programming to adjust how Kelsey reacted to our leads. It was really a great partnership.
Value for money
N/A - We really didn't get to this point in the test.
Ease of onboarding
The team was invested in our success, and the product was delivering beyond my initial expectations.
Compatibility with your existing solutions
Unfortunately, this was where the deal breaker was. If we could have integrated our CRM smoothly, we would have continued using Zuma. It just wasn't meant to be at this time.