Lilypad CRM

The history log is incredibly glitchy. It randomly stops you from looking back farther than a few days and the only way to fix it is restarting the app. I have already redownloaded it and that did nothing. Also, logging your time is incredibly glitchy. It takes a few tries before it lets you choose a time slot. This app is integral to my job and is very frustrating to deal with every day. Please release an update soon! Thank you!

I hope my experience saves you the headache, burden and lost time-revenue. Lilypad promised a 5-minute account import process. Our implementation took over 5 months. Account ID matching with their CaliConnect database required 2+ months of waiting. The dedicated implementation manager lacked platform familiarity and manually entered accounts one-by-one, introducing data errors that persist: accounts now sit under wrong distributors and still contain corrupted legacy information. Customer support failed to address reported issues across multiple calls and emails. Escalation to technical leadership resulted in dismissal, not resolution. Product Functionality Issues UI bugs that break usability: dropdown menus disappear behind dashboard layers when window is resized Map pins don't match account lists Survey form fields malfunction or don't function as designed Survey creation documentation is outdated and unclear; no guided workflows offered "Route planning" features marketed as functional underperformed Data Quality Issues The CaliConnect database, positioned as a 18,000-account asset for territory expansion, lacks basic contact data (no buyer names, emails, local phone numbers). Their planner is cumbersome and provides zero routing capabilities The map descriptions are often mismatched too. Financial Impact Over $20k in lost revenue post-migration. Discovered overcharges for Encompass Data reports that weren't needed. Traffic dropped measurably during transition. Bottom Line Core functions work poorly. Implementation support is unprepared. No free trial exists—a red flag worth noting. It is without question the poorest UI/UX and should not be allowed in the App Store

Absolutely the worst tool- constant reinstalls needed and glitches every day. Spontaneously deletes entire sales, log or placement history. Not intuitive at all with searches, logs and switching back and forth (within or to and from app) a constant headache. Seems like a sales tool developed by your first grade after-school program. The problems in no way outweigh the benefits and trying to track people, accounts or placements will be continuously flawed due to program and app issues.