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description: Review of Potion Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Potion | Reviews, Pricing & Demos - SoftwareAdvice GB
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# Potion

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> Potion is an all-in-one CRM solution that helps businesses manage their customer relationships.&#10;&#10;With Potion, you can:&#10;&#10;- Create and manage your contacts, leads, and opportunities so that you can see all your information in one place.&#10;&#10;- Create automated tasks with our task manager, which will help you stay on top of your workflow.&#10;&#10;- Send emails directly from Potion to keep your team informed about important updates.&#10;&#10;- Schedule meetings with your clients through the Calendar tool, so you never have to miss another meeting again\!
> 
> Verdict: Rated **4.9/5** by 10 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.9/5** | 10 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support | 4.6/5 | Based on overall reviews |
| Value for Money | 4.9/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Potion

## Commercial Context

- **Pricing model**:  (Free version available)
- **Pricing Details**: Please contact Potion for pricing details.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- CRM
- Campaign Management
- Churn Management
- Communication Management
- Content Management
- Customisable Branding
- Customisable Templates
- Customizable Fields
- Email Marketing
- Engagement Tracking
- File Transfer
- Lead Capture
- Lead Generation
- Media Library
- Personalisation
- Real-Time Data
- Recording
- Social Advertising
- Social Promotion
- Social Sharing

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Video Marketing Software](https://www.softwareadvice.co.uk/directory/4698/video-marketing/software)

## Related Categories

- [Video Marketing Software](https://www.softwareadvice.co.uk/directory/4698/video-marketing/software)
- [Sales Engagement Platform Software](https://www.softwareadvice.co.uk/directory/4071/sales-engagement/software)
- [Sales Enablement Software](https://www.softwareadvice.co.uk/directory/595/sales-enablement/software)
- [Customer Engagement Software](https://www.softwareadvice.co.uk/directory/508/customer-engagement/software)
- [Customer Communications Management Software](https://www.softwareadvice.co.uk/directory/4742/customer-communications-mngt/software)

## Alternatives

1. [CreateStudio](https://www.softwareadvice.co.uk/software/195112/createstudio) — 4.8/5 (578 reviews)
2. [Vimeo](https://www.softwareadvice.co.uk/software/261989/vimeo-pro) — 4.6/5 (1045 reviews)
3. [Pictory](https://www.softwareadvice.co.uk/software/435325/pictory) — 4.8/5 (162 reviews)
4. [Gumlet](https://www.softwareadvice.co.uk/software/353372/gumlet) — 4.9/5 (202 reviews)
5. [Mindstamp](https://www.softwareadvice.co.uk/software/207601/mindstamp) — 4.9/5 (37 reviews)

## Reviews

### "I love Potion\!" — 5.0/5

> **Ryan** | *13 May 2022* | Information Technology & Services | Recommendation rating: 10.0/10
> 
> **Pros**: We started using Potion and saw immediate results. We got more demo's booked earlier in our outbound sequences and landed some huge clients as a direct result of Potion.&#10;&#10;The product is works great and personalizes each prospect's video, each of my team is automatedly sending more than a thousand Potion Videos a week.&#10;&#10;The onboarding process was 10/10, Potion project managed my whole team's set up and was/is incredibly responsive. They really understand the sales process and gave great consultative advice throughout on all things related to the Potion Videos and our sales content and approach as a whole - and they still check in with me regularly. &#10;&#10;We're expanding our use of Potion company-wide and I would strongly recommend it to anyone looking to increase their company's revenue
> 
> **Cons**: We were beta users of the product so there were a few bugs when starting out, but they have since been fixed. The support team was great at getting things taken care of quickly.

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### "Potion is the New Way" — 5.0/5

> **TOm** | *10 May 2022* | Computer Software | Recommendation rating: 10.0/10
> 
> **Pros**: The software is very easy to use without any hand holding.  That said the onboarding process and customer service is top notch when it comes to support.
> 
> **Cons**: As with any new software - new features are always an awesome thing to look forward to.  Nothing I like least per se but looking for more features down the line.
> 
> Our team was able to engage with "enterprise" level accounts in a way no one else was.  This enabled us to improve our lead to meeting by 2x. We all\\so improved the amount of days a lead converted into a sales opportunity from months to days.  Adding a human element and a face to the messaging - while also being very tailored is key.

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### "BEWARE: Cannot Get Out Of Free Trial" — 4.0/5

> **Garrett** | *27 May 2024* | Professional Training & Coaching | Recommendation rating: 1.0/10
> 
> **Pros**: Potion has a lot of great potential as a software such as personalized video outreach and easy to navigate dashboard.
> 
> **Cons**: Wanted to try out the software to see how it measures up in terms of accuracy of facial recognition with AI features with the intent to purely learn more about the software. Their offer of a free trial for 7 days made it a no brainer to explore the features of the software. However, I was very displeased once I had attempted to cancel the trial as there was no button in the dashboard to cancel the account. You could only downgrade. I immediately reached out to customer support once discovering this. Unfortunately, they never responded so now I must spend extra time to remove this inadvertent charge with my bank.
> 
> Companies like Potion have the potential to win. Just do the right thing. If your product isn't good enough, let your users easily cancel. Keep working to iterate the product to the point where clients don't want to leave rather than hiding the cancel button on the account dashboard and ignoring customer support email requests.

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### "Great tool with huge results" — 5.0/5

> **Joseph** | *16 May 2024* | Construction | Recommendation rating: 10.0/10
> 
> **Pros**: I like how it has saved time creating personalized videos.&#10;It is really easy to use and the onboarding was seamless.
> 
> **Cons**: No cons at the moment, it is a great platform.

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### "Saves so much time creating personalized videos\!" — 5.0/5

> **Laura** | *20 April 2022* | Information Technology & Services | Recommendation rating: 10.0/10
> 
> **Pros**: I love that Potion walks me through step by step and gives me a ton of personalization opens including a CTA.
> 
> **Cons**: I provided some feedback to Potion about the time it took to generate thumbnails... it was addressed the same day\! Amazing\!
> 
> My overall experience has been very positive and I've received great response to my videos.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/340163/potion)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/340163-potion/> |
| en-AU | <https://www.softwareadvice.com.au/software/340163/potion> |
| en-GB | <https://www.softwareadvice.co.uk/software/340163/potion> |
| en-IE | <https://www.softwareadvice.ie/software/340163/potion> |
| en-NZ | <https://www.softwareadvice.co.nz/software/340163/potion> |

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