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Zoho CRM review 2026
4:21 pm | January 13, 2022

Author: admin | Category: Computers Gadgets Pro Software & Services | Comments: Off

Zoho CRM, which unsurringly is part suite of tools created by Zoho, a company renowned for its suite of productivity applications, has been one of the best CRM platforms available since its inception in 2005.

With a user base exceeding 250,000 businesses worldwide, Zoho has established itself as a reliable and feature-rich platform for sales management, marketing, and customer support activities. It's a versatile CRM that can be tailored to meet specific organizational needs. Some key functionalities include lead and deal management, sales automation, and advanced analytics, all powered by an intelligent AI tool called Zia.

Throughout this review, I will share my detailed analysis of Zoho CRM, exploring its key features, functionalities, and how it can benefit businesses in managing customer relationships effectively.

This analysis is backed by TechRadar Pro’s commitment to exhaustive, hands-on testing. We don’t simply evaluate Zoho CRM based on its marketing materials; we spend hours navigating its interface, setting up automation Blueprints, and stress-testing the Zia AI assistant with real-world data. Our reviews are 100% independent, and we never accept payment for product rankings. This ensures that our verdict on Zoho’s complex feature set - and its value for money - is based entirely on how the platform performs under the pressure of daily business operations.

Zoho CRM core capabilities

screenshot of Zoho CRM in use

(Image credit: Zoho)

When reviewing Zoho’s CRM platform, I found a robust set of features that cover the essential needs of most organizations. The platform provides a centralized database for managing contacts and accounts, making it easy to store and access customer information. I was able to quickly import my existing contacts via CSV file and map the fields to match Zoho's system. The interface for viewing and editing contact records is clean and intuitive, with the ability to log activities, tasks, notes and attach files.

Zoho CRM's lead management tools allow you to customize the lead lifecycle stages to match your sales process. You can capture leads from various sources, including web forms, social media, and manual entry. As leads progress, you can convert them into contacts, accounts and opportunities with one click. I appreciate the ability to create multiple sales pipelines for different products or business units. The drag-and-drop deal pipeline view gives a nice visual overview of where each opportunity stands.

Forecasting is another core feature, with the ability to generate revenue projections based on the deals in your pipeline. Being able to create multiple pipelines for different products or services was particularly useful. I could easily track deal progress, set probability percentages, and generate accurate sales forecasts. Zoho uses a weighted probability based on deal stage to predict the chances of closing. This provides more accurate forecasts than relying on gut feel or arbitrary percentages. You can also adjust the forecast categories and timeframes to suit your needs.

While the built-in reports cover most standard KPIs and metrics, I did find the report builder a bit cumbersome to use compared to some other CRMs I've tried. It gets the job done but requires a bit of a learning curve to master. On the plus side, the dashboards are attractive and you can lay them out with a variety of chart types and widgets to visualize your key data points.

Zoho CRM seamlessly connects with other Zoho applications, creating a cohesive ecosystem for business operations. Additionally, it offers integrations with popular third-party tools like Google Workspace, Microsoft 365, and various marketing automation platforms. You also have access to a custom API to build your own integrations from scratch with code.

Zoho particularly shines when it comes to mobile access. The mobile app is full-featured and works seamlessly to keep data in sync, even when offline. This is a big advantage for sales reps who spend much of their time on the road, which is increasingly common in the age of hybrid work. The app is intuitive and makes it easy to pull up customer information, log calls, and update deals and tasks from your smartphone.

Things get a little more interesting when you factor in Zoho’s newly introduced AI-powered sales assistant called Zia. Zia offers predictive lead scoring, anomaly detection in sales trends, and even suggests the best times to contact leads based on past interactions. I found these AI-driven insights to be generally accurate and helpful. However, it's worth noting that the full potential of Zia is only unlocked in the higher-tier plans, which can increase costs considerably.

While it may lack some of the advanced features or depth of customization of the market leaders, Zoho CRM meets the needs of most small to mid-sized companies and sales teams. However, it would be interesting to see how well the CRM stacks up once the AI features have had a chance to develop a bit. Users got a glimpos of this recently with Zia moving from a passive assistant to an Agentic AI helper. Now Zia can autonomously perform tasks like identifying at-risk renewals and drafting hyper-personalized recovery emails based on historical sentiment analysis.

How easy is Zoho CRM?

screenshot of Zoho CRM in use

(Image credit: Zoho)

In the last few years, Zoho has made significant progress in improving the user interface and overall usability of its CRM. I found the new interface to be clean and intuitive, with a logical layout that made it easy to access key features and information. The home screen provides a comprehensive overview of important metrics and tasks, allowing me to quickly grasp the status of my sales pipeline and prioritize my activities for the day. Updates keep coming in this area, too, with Zoho recently launching a unified navigation sidebar that allows users to switch between CRM, Zoho Desk, and Zoho Books without a full page refresh, significantly reducing tab fatigue for users of the Zoho One suite.

I also appreciated the ability to tailor the interface to my specific needs, from rearranging the menu bar to creating custom fields and layouts. However, it's worth noting that while basic customizations are straightforward, more complex modifications may require a steeper learning curve.

Onboarding is relatively straightforward, thanks to the detailed instructions provided on the website and the inclusion of sample data to help new users get started. I found the step-by-step guide particularly helpful in setting up my account and configuring initial settings. That said, the sheer number of features and options available can be overwhelming at first.

Zoho offers a wealth of training resources to help users become proficient with the system. Its knowledge base is extensive, featuring detailed tutorials, training videos, and live and on-demand webinars. I found these resources to be well-organized and easy to follow, which significantly reduced the time it took me to become comfortable with the platform's core functionalities.

In terms of the learning curve, I found that mastering the basic features of Zoho CRM was relatively quick. Within a few days, I was able to navigate the system confidently, manage contacts, and track deals. However, becoming proficient with more advanced features, such as complex automation workflows or in-depth reporting, required more time and practice. One of these automation features is the newly launched Pathfinder, which uses machine learning to map out the most successful customer journeys in your specific industry, suggesting when to automate a touchpoint versus when to trigger a manual call. Although Pathfinder is pretty intuitive, it's somewhat complicated to set up.

While the CRM is generally user-friendly, there are still areas where it could improve. For instance, some users have reported that creating multi-module reports can be challenging and may require additional training or support. Also, while the AI features like Zia are powerful, they may take some time to learn and be fully leveraged. Higher-tier plans offer more advanced features and customization options, which can increase the complexity for users. However, these plans also come with additional support options, including onboarding assistance and dedicated account managers.

Zoho CRM integrations

Before we talk about third-party integrations, it’s important to acknowledge the level of functionality that you can extract simply from using Zoho’s own suite of productivity software — all of which integrate seamlessly with its CRM. With more than 40 different applications, including Zoho Webinar, Zoho Social, Zoho Books, and Zoho Surveys, it’s incredibly easy to extend functionality without having to rely on third-party providers.

Apart from that, Zoho also offers 600+ ready-to-use integrations for popular apps like QuickBooks, Google Workspace, Slack, Shopify, RingCentral, and DocuSign, among others. I found the process of setting up these pre-built integrations to be straightforward. Most integrations can be activated with just a few clicks, with clear documentation and setup guides for each integration.

However, for those looking to create custom integrations or connect with less common applications, Zoho CRM offers a robust API. The REST API documentation is comprehensive and well-organized, covering various aspects such as authentication, rate limits, and available endpoints. As I delved into the API documentation, I appreciated the clear examples and explanations provided, which would be helpful for developers of varying skill levels.

Zoho is also uniquely committed to making sure that developers have everything they need to build their own integrations. The Developer Console offers up a lot of different resources, including documentation, courses, ebooks, and webinars — to help developers at every stage of the integration process.

In terms of reliability, the experience is mostly consistent. Data is accurately and efficiently synchronized, minimizing the risk of discrepancies or delays. However, there is mention of users encountering some minor issues with workflow rules and alerts not functioning as expected, if you look at the different reviews available online.

How good is Zoho CRM customer support?

Speaking of customer support, Zoho can be a bit of a mixed bag. On one hand, Zoho offers a variety of support channels, including phone, email, and live chat, which provide flexibility in how users can reach out for assistance. But the quality of support received can be wildly inconsistent, depending on the agent you’re paired with at the time. Response times can also vary from time to time, leaving users frustrated.

Zoho does provide a robust self-service resource center, which includes a knowledge base, user guides, tutorials, and community forums. I've found these resources to be quite comprehensive and well-organized, making it easier for me to find answers to common questions and troubleshoot issues on my own. The step-by-step tutorials and user guides have been particularly helpful in navigating the various features and functionalities of the platform.

That being said, there have been instances where the self-service resources fell short in addressing more complex or specific issues I encountered. Thankfully, Zoho provides dedicated onboarding specialists who guide new users through the setup process and help customize the platform to their specific needs. Additionally, there are regular webinars and training sessions to help users make the most of the different features and capabilities.

On platforms like G2 and Capterra, Zoho CRM's customer support ratings hover around 4 out of 5 stars, indicating a generally positive sentiment. However, there are also a fair number of reviews that echo uncertainty and frustration given the inconsistent quality and slow response that many users have to deal with from Zoho. It's worth noting that Zoho offers a premium support option for an additional fee, which includes priority response times, dedicated account management, and personalized training sessions.

Zoho CRM pricing and plans

screenshot of Zoho CRM in use

(Image credit: Zoho)

Plan

Free

Standard

Professional

Enterprise

Ultimate

Price

Free for 3 users

$14/user/month

$23/user/month

$40/user/month

$52/user

Best For

Small teams and startups

Small to medium-sized businesses

Medium-sized businesses with advanced needs

Large enterprises with complex sales processes

Large enterprises with extensive customization needs

Features

Lead management; Contact management; Deal management

Sales pipeline management; Email templates; Custom fields

Advanced reporting; Marketing automation; Sales forecasting

AI assistant; Zoho apps integration; Customizable workflows

Customizable dashboards; Advanced security features; Dedicated support

Limitations

Limited to 3 users, basic features

Limited automation and reporting capabilities

Limited customization options for dashboards

Requires a minimum of 25 regular user licenses for Lite users

No significant limitations, but may require additional setup for advanced features

Zoho CRM operates on a per-user pricing structure, which means that the cost is directly tied to the number of users you have. The pricing starts at $14 per user per month for the Standard plan, which includes features like lead and account management, sales pipeline management, and basic reporting — it’s a good starting point and makes Zoho one of the best CRM for small businesses.

This is followed by the Professional plan priced at $35 per user per month, which adds more advanced features like sales signals, forms integration, and inventory management. The Enterprise plan at $50 per user per month includes AI-powered tools like Zia, multi-user portals, and mobile SDKs. Finally, the Ultimate plan at $65 per user per month enhances the package with advanced data visualization and business intelligence.

In addition to these traditional plans, Zoho CRM also offers two bundle options: CRM Flex and CRM Plus. CRM Flex allows you to hand-select additional Zoho apps to add to your CRM suite, with prices adjusting accordingly. CRM Plus, on the other hand, includes a comprehensive suite of eight Zoho apps, including Zoho Desk, Zoho Campaigns, and Zoho Analytics, for $57 per user per month. This bundle offers significant savings compared to purchasing each app separately.

Zoho offers a 15-day free trial for its CRM, which allows you to test the platform and its features before committing to a paid plan. Additionally, Zoho CRM offers a free version for up to three users, which includes basic features like lead and account management, making it one of the best CRM for start ups. You also get a 34% discount if you commit to an annual subscription upfront, which can significantly reduce costs.

While the pricing is generally competitive, it's worth noting that costs can add up quickly when you have a large number of employees who need access to the CRM. It’s also a little unfortunate that the AI sales assistant, Zia, is fully accessible only on the Enterprise and Ultimate plans. Still, the platform offers a generally good value for money for most small and medium-sized businesses.

Zoho CRM review: Final verdict

Throughout my experience with Zoho CRM, I have been consistently impressed by its robust set of core features, including lead and opportunity management, sales forecasting, and reporting. That being said, the responsiveness and quality of assistance can be inconsistent at times.

While the plans are generally cost effective and offer good value, certain essential features are restricted to higher tier plans only. For example, Zoho’s new AI sales assistant, Zia, is only available to Enterprise and Ultimate plan users. And while a Free plan does exist, it’s highly limited in functionality and serves only for testing purposes at best.

Still, Zoho CRM is a versatile choice for small businesses looking for a solid hub for their sales and customer facing teams. But, I’d recommend it only if AI features aren’t a priority to your organization, unless you’re willing to spend $50+ per user per month for one of the higher tier plans.

Zoho CRM FAQ

What are the main features of Zoho CRM?

Zoho CRM has many of the core functionalities that users expect from a leading platform of this type. For example, it includes tools for lead, deal, and contact management, as well as workflow automation to simplify repetitive tasks. What's more, recognizing that today's communication landscape is much more fragmented than it used to be, Zoho CRM lets users connect with customers through various channels, including email, telephone, social media, and live chat.

Of course, any CRM worth its salt doesn't just help businesses achieve sales, but also examines the aftermath. As such, Zoho CRM offers customizable dashboards and real-time reports to track sales performance, forecast revenue, and gain insights into customer behavior.

How easy is it to integrate Zoho CRM with other applications?

This is an area where Zoho CRM really shines, courtesy of the other solutions that come under the Zoho umbrella. Zoho CRM has native integration capabilities with other Zoho products, such as Zoho Books, Zoho Campaigns, Zoho Desk, and Zoho SalesIQ, as well as a wide range of third-party tools, including Google Workspace and Microsoft Office 365.

How do I assign leads to different users?

Users can set up Lead Assignment Rules based on specific criteria to automatically distribute new leads to the appropriate sales team members, ensuring a fair and efficient process. In addition, leads can be assigned to multiple different marketing campaigns.

Workbooks CRM review 2026
2:36 pm | January 5, 2022

Author: admin | Category: Computers Gadgets Pro Software & Services | Comments: Off

After spending several days exploring its features and capabilities, I've come away impressed with the value Workbooks CRM, a cloud-based platform aimed at midsize businesses, delivers. It is clear that Workbooks is one of the best CRM platforms on the market. This is a fully-integrated CRM solution, not just a collection of modules. It provides tools for sales, marketing, support, order management, and more in a unified interface.

What really sets Workbooks CRM apart is its hands-on approach to implementation and support. The vendor works closely with each customer to tailor the system to their unique needs and provides ongoing consulting to ensure they get the most from the platform.

While it may lack the vast third-party app marketplace you find on platforms such as Salesforce CRM, Workbooks more than makes up for it with attentive service and an extensive feature set at a very competitive price point.

At TechRadar Pro, we recognize that choosing a CRM is one of the most critical infrastructure decisions a business can make. Our experts don't just skim feature lists; we perform hands-on, multi-day testing to see how these platforms perform under pressure.

For our Workbooks review, we navigated the entire user journey - from initial setup and data migration to complex workflow automation and financial reporting. We evaluated its unique approach to see if it truly saves businesses money or simply adds administrative complexity

So, let's dive in and examine the platform in more detail.

Workbooks core capabilities

screenshot of Workbooks website

The Workbooks CRM dashboard is easy to navigate. (Image credit: Workbooks)

Workbooks CRM offers a centralized database for contact management and account administration. I can easily store and organize detailed information about my customers, including their contact details, communication history, and any relevant notes. The system automatically links contacts to their associated accounts, giving me a clear overview of the relationships between individuals and organizations.

It also makes it easy to log all my customer interactions, including emails, calls, meetings and notes. I especially appreciate the ability to restrict access to sensitive notes, ensuring that private information like contracts and agreements stays secure. The platform also excels at mapping relationships between people and organizations, allowing me to visualize my entire business ecosystem, including customers, partners, suppliers, and even competitors.

When it comes to sales, Workbooks offers a comprehensive set of tools for lead and opportunity management. I can capture leads directly from my website using customizable web-to-lead forms, then track the effectiveness of my marketing campaigns by integrating with Google SEO tools. Workbooks automatically routes new leads to the appropriate sales rep and provides a clear view of my entire sales pipeline. Built-in sales forecasting helps me predict revenue and track quotas.

On the customer service side, Workbooks streamlines case management with its ticketing system. When a customer submits an issue, Workbooks automatically creates a ticket, assigns it a reference number, and routes it to the correct team member based on rules I define. I can set priorities based on urgency and monitor SLA compliance to ensure my team is meeting its commitments to customers.

Workbooks comes with a wide array of pre-built reports covering sales activity, pipeline health, forecasting, and more. Dashboards are fully customizable, so I can put the KPIs that matter most to my business front and center. If you need a report that isn't available out of the box, you can easily create your own using Workbooks' reporting wizard. However, I have found the report-building process to be a bit less user-friendly than some other areas of the system.

For employees in the field, Workbooks CRM offers mobile-optimized versions of all its core features, so I'm never out of touch when I'm away from my desk. I can quickly pull up a contact's information, log a call, or update an opportunity from my smartphone. GPS integration allows me to easily log visits to customer sites, and I can even dictate notes via voice recognition. Workbooks CRM has clearly put a lot of thought into empowering users to enjoy maximum productivity wherever they are.

Finally, while Workbooks CRM covers all the essentials quite well, its extensibility is somewhat limited compared to larger players like Salesforce. It doesn't have the same vast ecosystem of pre-built connectors for third-party apps and integrations. This can be a challenge for data-driven enterprises that rely on multiple sources of business intelligence, but smaller organizations should find it suitable for meeting their needs.

How easy it Workbooks to use?

As someone who has used a variety of CRM platforms over the years, I found that Workbooks offers one of the smoothest user experiences in the market. The layout is clean and uncluttered, clearly inspired by the aesthetic flaunted by an earlier generation of Windows PCs. It’s gentle enough for new users to get up and running quickly, while still providing robust features for power users and administrators. I was able to start using basic functions with minimal training, thanks to the logical organization of menus and features.

The platform offers a high degree of flexibility to tailor the CRM to your specific business needs. I was able to easily modify field names, create custom workflows, and build personalized dashboards to track my key metrics. Workbooks also provides an extensive library of templates and configuration options, allowing me to set up the system to mirror my unique sales process.

In terms of onboarding and training, Workbooks offers a wealth of resources to help new users get acquainted with the platform. The company provides detailed documentation, video tutorials, and regular webinars to guide users through the various features and best practices. I found the step-by-step guides particularly helpful when I was first learning to navigate the system.

Workbooks also offers formal training courses, both online and in-person, for those who want a more structured learning experience. These courses cover everything from basic navigation to advanced administrator functions, and include hands-on exercises to reinforce learning. Every trainee receives a comprehensive manual that serves as a valuable reference guide long after the initial training.

Perhaps most impressive is the level of personalized support Workbooks CRM provides during the implementation process. The vendor assigns a dedicated success manager to work closely with each client, providing guidance on configuration, data migration, and user adoption strategies. This white-glove approach ensures a smooth rollout and helps organizations start realizing value from the CRM as quickly as possible.

Workbooks integrations

Out of the box, Workbooks offers pre-built integrations with several popular applications, such as Google Workspace (formerly G Suite), Microsoft 365, and Mailchimp. Setting up these integrations is a breeze, often requiring just a few clicks and minimal configuration. While the number of pre-built integrations available in Workbooks is nowhere near as vast as Salesforce or HubSpot CRM, it’s still enough to serve the needs of most small-to-medium-sized businesses.

For more specialized needs, Workbooks offers a robust API that allows developers to build custom integrations with other systems. The attached API documentation is comprehensive, with detailed descriptions of endpoints, request and response formats, and code samples. For those of us who need to use custom integrations but aren’t comfortable using the API, Workbooks also integrates with iPaaS vendors like Zapier for seamless no-code automation.

Workbooks also has a pretty unique approach to data synchronization. The platform uses a sophisticated conflict resolution system to ensure that data remains consistent across integrated systems. If a record is updated in multiple places, Workbooks CRM intelligently determines which changes should take precedence based on factors like timestamp and user permissions. This gives me confidence that data is always accurate and up-to-date.

In addition, the 2026 version of the Business Edition now features deeper, real-time sync with cloud accounting platforms like Xero and Sage Intacct, further reducing the gap between the sales quote and the final invoice.

CRM integrations can pile up over time, often leading to unnecessary sprawl. That’s why Workbooks CRM offers tools for monitoring and managing integrations using a single dashboard - so you don’t lose track. The Integration Hub allows administrators to view the status of all integrations, monitor sync logs, and troubleshoot issues. This can be incredibly useful for resolving sync errors or performance bottlenecks.

Overall, I've been quite satisfied with Workbooks' integration capabilities. While it may not have the largest ecosystem of third-party integrations, the platform more than makes up for it with its iPaaS integrations, API, and real-time data synchronization features. The integrations I've used so far have performed well, plus there’s always the option to build your own using iPaaS tools or the API.

How good is Workbooks customer support?

In 2024, I was invited to attend a Workbooks customer summit where I had the chance to talk with several businesses that use the Workbooks CRM platform. During this time, a key theme became clear - customers feel that Workbooks goes above and beyond when it comes to supporting them in getting the most from their CRM.

Owain Williams, Editor - CRM & Website Builders

Workbooks offers a comprehensive range of support channels to ensure that users can get help whenever and however they need it. The primary support channel is email, with a dedicated support email address that is monitored during regular business hours. I've found the email support to be highly responsive, with most of my inquiries receiving an initial response within an hour or two.

For more urgent issues, Workbooks also provides telephone support. The support team is available by phone during extended business hours, and I've always found them to be friendly, knowledgeable, and eager to help. On the rare occasions when I've encountered a technical issue with the platform, the support team has worked diligently to diagnose and resolve the problem in a timely manner.

In addition to the live support channels, Workbooks offers a wealth of self-service resources to help users find answers on their own. The online knowledge base is particularly impressive, with a vast library of articles, tutorials, and FAQs covering every aspect of the platform. The articles are well-written, thoroughly illustrated, and frequently updated to reflect the latest features and best practices.

Workbooks also maintains an active user community forum, where users can ask questions, share tips, and learn from each other's experiences. The forum is moderated by Workbooks staff, who often chime in with expert advice and guidance. I've found the community to be a valuable resource for discovering new ways to use the platform and connecting with other users in my industry.

Finally, beyond the usual support channels, every customer is also assigned a dedicated Customer Success Manager who serves as their primary point of contact and advocate within Workbooks. They take the time to understand each customer's unique needs and goals, working closely with them to ensure they are getting the most value from the platform. I really liked this white glove approach to customer service, which is often missing from other small business CRMs.

Workbooks pricing and plans

screenshot of Workbooks website

(Image credit: Workbooks)

Plan

CRM Edition

Business Edition

Events Edition

Price

$43/user/month

$88/user/month

$183/user/month

Best for

Small to medium businesses needing core CRM functionality

Organizations requiring advanced features including order management

Businesses running large scale events

Features

Contact management; Sales pipeline tracking; Marketing automation

CRM Edition features; Order processing; Invoicing & credit notes

Event publishing; Ticket sales; Attendance check in

Limitations

Does not include order management and invoicing capabilities

Higher cost may be prohibitive for smaller businesses

Significant jump in costs to unlock all events tools

Workbooks CRM review: Final verdict

When evaluating a CRM platform, it's crucial to consider not just the raw cost, but the value it delivers relative to that cost. In my experience, Workbooks CRM offers exceptional value for the price, thanks to its flexible pricing model, robust feature set, and generous free trial period.

Unlike many competitors that offer complex tiered pricing or charge separately for different modules, Workbooks has just 3 straightforward plans: CRM, Business, and Events.

CRM Edition

- Best for: Small to mid-sized sales and support teams that need a centralized 360-degree view of their customers without complex back-office requirements.

- What you get: This plan provides the core essentials for managing the customer lifecycle. It includes robust tools for contact and account management, lead tracking, and pipeline management. Beyond just sales, it features a full suite for customer service, including helpdesk ticketing and case management. Users also benefit from Google and Office 365 integrations, basic reporting, and the ability to send professional quotations directly from the platform. It is a streamlined choice for businesses focusing primarily on relationship building and service delivery.

Business Edition

- Best for: Organizations that want to bridge the gap between sales and finance by managing the entire quote-to-cash process within a single system.

- What you get: The Business Edition includes every feature found in the CRM Edition but adds powerful commercial and financial capabilities. This plan allows you to manage orders, generate invoices, track supplier contracts, and issue credit notes - all without leaving the CRM. It is specifically designed to integrate with accounting and ERP software, ensuring that your sales team and finance department are looking at the same real-time data. It is the ideal choice for companies that want to eliminate manual data entry between their CRM and their billing systems.

Events Edition

- Best for: Professional event organizers, trade association managers, and marketing teams that run large-scale seminars, conferences, or exhibitions.

- What you get: This plan includes everything in the Business Edition but adds a comprehensive Event Management layer. You can manage every detail of an event from a single dashboard: venue logistics, speaker sessions, sponsor tracking, and registration management. Crucially, it integrates these events directly into your sales pipeline, so a ticket purchase or booth booking automatically updates the customer's financial record and the salesperson’s opportunity view. It’s designed to eliminate the need for separate, disconnected event platforms like Eventbrite or Cvent.

After thoroughly evaluating Workbooks CRM across 6 key categories, I've come away impressed with the platform's capabilities and value proposition. Workbooks excels in its core CRM functionality, providing robust tools for sales, marketing, and customer service. The platform is intuitive and user-friendly, with extensive customization options to tailor the system to unique business needs.

While the third-party app marketplace is not as extensive as some competitors, Workbooks offers seamless integrations with iPaaS vendors and a flexible API for custom development.

But the most striking takeaway from this review is Workbooks' dedication to customer success. The hands-on implementation support, comprehensive training resources, and responsive ongoing service set Workbooks apart in the CRM market. Coupled with transparent and affordable pricing, Workbooks delivers exceptional value for growing businesses.

With a strong track record of innovation and a clear vision for the future, Workbooks is well-positioned for continued success. For mid-market organizations seeking a full-featured CRM with outstanding support, Workbooks CRM is a no-brainer.

Workbooks CRM FAQ

What core features does Workbooks offer?

As a CRM, Workbooks provides a variety of different features - all those you’ve come to expect from a leading CRM. These include tools for sales teams, such as lead and opportunity management, sales reporting, and forecasting, as well as many others designed to aid marketing, such as campaign management, email marketing integrations, and web-to-lead forms. Workbooks also offers customer service features and functionality to aid in a company’s finances, including order management, invoicing, and contract management.

What implementation options are there for Workbooks?

Workbooks offers various implementation options, including a "SelfStart" option for those who want to configure the system themselves, a "JumpStart" option for sales, and a "Shared Success" approach where their consultants work with you to tailor the system to your needs.

It’s also worth noting that businesses don’t have to stick with a single pricing plan for their users. They can mix and match licenses, having different users on different editions - such as having some on the CRM Edition and others on the Business Edition.

Is there a Workbooks mobile app?

This is something that is particularly important in the age of hybrid work - and Workbooks has businesses covered. Workbooks has a mobile platform that allows users to manage contacts, log calls, and update opportunities on the go. Moreover, a significant UI overhaul in late 2025 has made the platform much more intuitive for field agents, with a "Mobile-First" design that prioritizes voice-to-text logging and geolocation mapping.

Universal Background Screening review
4:15 am | December 18, 2021

Author: admin | Category: Computers Gadgets Pro Software & Services | Comments: Off

Universal Background Screening, located in Scottsdale, Arizona, operates as a licensed private investigation firm in accordance with state laws. They even provide their license on their website. The company offers a variety of services, starting with employment background checks, and also includes employment physical exams, general physical exams, income verification, and compliance management solutions. Although Universal Background Screening is entirely based in the United States, it offers its services worldwide, covering approximately 200 countries—from Albania to Zimbabwe.

Universal Background Screening evaluation

Universal doesn’t publicize its pricing information, so it’s best to request a quote directly (Image credit: Universal Background Screening)

Plans and pricing

Determining the exact pricing for Universal Background Screening can be challenging, as their cost structure is often customized to meet each client’s unique requirements. The pricing for background screening services typically varies due to several key factors influencing the overall scope and complexity of the checks performed.

Depth of the Search: The level of detail in the background check plays a significant role in pricing. For instance, an essential check might include a simple criminal history report, while a more comprehensive search could involve multi-state criminal checks, credit reports, and education verification. The greater the depth of the search, the higher the cost is likely to be.

Types of Checks Conducted: Background screening can encompass a wide range of checks beyond criminal history. Depending on the client’s needs, this could include employment verification, reference checks, drug testing, and social media analysis. Each type of check has its associated costs, which can vary significantly.

Volume of Checks Requested: The number of background checks requested can also impact pricing. Many companies offer bulk pricing discounts for clients requiring multiple checks, which can lead to cost savings for larger organizations or industries with high turnover rates.

Custom Quotes: Given the variability of these factors, Universal Background Screening, like many other companies in the industry, typically provides custom quotes tailored to each client's specific needs. This ensures clients pay for what they require rather than a one-size-fits-all package.

To obtain accurate and detailed pricing information, it’s generally necessary to contact Universal Background Screening directly. Their team can assess your needs and provide a tailored solution for your budget. It's also worth noting that, generally speaking, the costs associated with background check services fluctuate based on the depth and breadth of the checks requested, making it essential to discuss your requirements upfront.

Universal Background Screening evaluation

Universal accepts candidate information through an online straightforward form that can be pre populated by your ATS (Image credit: Universal Background Screening)

How it works

After you contact Universal Background Screening using the Contact Form, a staff member will create a customized screening program tailored to your specific needs. To develop this program, Universal will consider the specific liabilities related to your industry to determine which screening services are necessary.

Once you and Universal have agreed on the relevant checks and you have subscribed to their services, you'll be able to order background checks whenever you are ready to hire.

Because Universal operates a paperless system and is HR-XML certified, you can place a new order with just one click from within your Applicant Tracking System (ATS) of choice. Alternatively, you can enter a candidate’s details through a portal on Universal’s website.

Features

Universal Background Screening offers a number of services to its clients. One shortcoming is that there are no smartphone apps for Universal Background Screening.

Criminal Record Search

Universal Background Screening allows you to easily search court records for previous criminal activity (Image credit: Universal Background Screening)

Criminal Record Searches from the cornerstone of the offerings. The most local one is on the county level, the so-called County Court Criminal Record Search. It covers a minimum of 7 years, and encompasses court convictions for both felonies and misdemeanors. It gets conducted on-site at the local court house, with a turnaround time of within 2 days in 97% of cases. When a conviction gets identified, it includes the relevant case number, and the other details of the case such as any prison time or fines that the court ordered, and how the applicant was identified.

Expanding the search takes us to the Statewide Criminal Search that is offered, and covers 42 states. The results vary by the state, but often include the offense, court document number, and other relevant details should a conviction be found. In some cases there is an additional charge for this search, depending on the state, from a low of zero dollars in Alabama, to a high of New York that imposes a $95 search fee.

These county and state searches often get directed based upon the addresses that the individual has lived at, both currently and previously. Sometimes, the approach needs to be more widespread, such as with an individual without accurate prior address info. Universal Background Screening has this covered as well, starting with the USA CriminalSearch, which covers “Criminal history data from statewide court repositories from 22 states and Department of Corrections records from 45 states.” This reportedly covers 94% of the US population. The search can even be expanded further with a USA OffenderSearch that covers a nationwide sex offender registry. Finally, there is USA SecuritySearch, a national security database and antiterrorism database with fourteen sources.

Another differentiation point of Universal Background Screening is that this is verified information. This means that it is not merely the results of a search of a database, which can often be inaccurate due to unconfirmed hits, particularly with a common name. Rather, these searches are a curated result, with confirmed hits that can be trusted, and “Fully compliant with Section 613 of the Fair Credit Reporting Act (FCRA).”

Drug Testing

Drug testing for employment purposes is also available (Image credit: Universal Background Screening)

Beyond criminal background checks, there are also additional services available. First is the search of motor vehicle driving records, which captures data going back 36 months, and includes traffic violations, and license suspensions. Then there is the Employment Credit Report, that is tailored for employment purposes. It is a PEER (Pre-Employment Evaluation Report) from TransUnion, and gives a complete credit history to identify applicants that are potentially overextended, or not financially stable. It does not include account numbers, nor adversely affect the applicant’s credit score. Finally, there is drug testing, through a network of over 8,000 sites at SAMHSA-certified labs, that even can meet the stringent Department of Transportation (DOT) requirements.

Support

We can sum up that options for support with Universal Background Screening are direct, but not excessively plentiful. There is a postal address, but it is doubtful how many want to receive their support that way in our modern connected times. There are also direct phone numbers, with extra kudos for being toll free, and dedicated for service, but most folks don’t really pay for long distance these days anyway. We also found a fax number, and a direct email address. The final option we found was a support portal, where you enter the required fields, and you can essentially send a message for contact, although we would criticize the shortcoming that there is no option to include an attachment, which can be useful to send a marked up screenshot to detail the difficulty encountered.

In terms of the more advanced options, there really are not any to be found. We did not find a chat box, whether live nor an automated chatbot. Nor are there any self-serve options such as a FAQ, predone articles, webinars or a community forum.

The competition

Although Universal Background Screening is our top choice for the best employee background check service, it isn’t a great option if you need to order a low volume of screenings quickly. GoodHire is a service that offers pre-made screening packages and which may be worth checking out if you don’t want to waste time setting up a customized screening system, as you have to with Universal.

Sterling is another background check provider that sells custom solutions for clients in certain industries. Depending on your sector, you may find that Sterling has services that fit better with your specific sector than Universal’s screenings do.

Final verdict

Universal Background Screening is a significant contender in the candidate search market, particularly regarding pre-employment screening. The company's extensive search options offer employers a comprehensive approach to vetting potential hires. These searches encompass criminal background checks, employment verifications, education confirmations, and reference checks, providing a well-rounded view of a candidate's qualifications and background.

In addition to its search capabilities, Universal Background Screening offers ancillary drug screening services, which can be vital for organizations looking to maintain a safe and compliant workplace. Their customer support is also commendable, providing direct assistance to clients navigating the screening process.

However, there are notable areas for improvement. The absence of dedicated smartphone applications limits accessibility and convenience for users who prefer managing their screenings on mobile devices. Furthermore, the pricing structure can be opaque; potential clients often face frustration due to hidden fees associated with specific searches and the use of out-of-network centers for lab testing. This lack of pricing transparency can lead to unexpected costs that complicate organizational budgeting.

Despite these concerns, Universal Background Screening remains a solid option for organizations seeking thorough pre-employment screening solutions. Its comprehensive service offerings and customer support make it worth considering, particularly for companies that prioritize a meticulous hiring process. Continual technological improvements and pricing clarity could further enhance its standing in the competitive landscape of background screening services.

We've also highlighted the best background check services for individuals.

Planner 5D review
12:30 pm | December 15, 2021

Author: admin | Category: Computers Gadgets Pro Software & Services | Tags: | Comments: Off

3D Home design is a complex affair, so it’s always impressive when developers turn this into an online service which you can access and work on from the comfort of your favourite web browser. Not all of them succeed, mind, as the constraints of working online can affect performance, flexibility, features, and even interface design. So where does Planner 5D stand against the best interior design software?

Planner 5D: Pricing & plans

  • A free tier, a free one-week trial of 'Professional' trier, and a range of other subscription plans and a bespoke service

The best way to check out a service is to be able to try it for free, and Planner 5D understand that. In fact, they offer two ways to do it. The first one is the simplest option: sign up to the ‘Free’ tier. It allows you to create and share as many projects as you want, and work across devices. There will be limitations of course, such as a restricted catalog and an inability to access high quality renders.

The first paid tier is ‘Premium’. With it, you gain access to automation tools to speed up the creation of projects, over 8,000 furniture items, 5 renders per month, and the ability to turn a file or image into a 3D plan. All this, and more, can be yours for $5 a month on an annual plan (or $20 on a month by month basis).

Next is ‘Professional’, which includes features such as unlimited 4K renders, being able to upload 3D models in various file formats, moodboards, 360˚ panoramas, custom branding and more, for $33.33 a month on an annual plan, or $50 on a month by month basis. This is also the only tier you can try free for a week (although you’ll need to give them your card details to access it, and you’ll have to remember to cancel it should you decide it’s not for you).

Finally, there’s ‘Enterprise’, for those who need more high-end features. This is a custom tier, so the subscription price will also be bespoke.

You can check out Planner 5D by clicking here.

Planner 5D: Interface

Planner 5D home design software during our review

The Wizard helps you create a room and furnish it in seconds (Image credit: Planner 5D)
  • Although the interface that greets you when you login feels cluttered, the one designed when you’re into your project is sleek, well organised, easy to understand and very responsive.

Once you’ve created an account, you’ll be graced with quite a busy interface, with drop down menus at the top, a sidebar to the left, and the rest of the window dedicated to any project you previously created.

To create a new project, all you have to do is click on the appropriately named ‘New Project’ button. You’re offered a few options, such as starting with a blank slate, uploading a plan created elsewhere, working off of a template, or using the ‘Smart Wizard’. There’s also an option to hire a designer, but since Planner 5D boasts that no design knowledge is necessary to use their service, we opted to ignore that one.

The Wizard does make things easier and quicker, but we were disappointed not to have full control over the room’s dimensions, and the position of the windows and doors. Still, if you want something designed quickly based on a handful of available shapes, and randomly generated furniture placement, this is definitely the option to go for.

Planner 5D home design software during our review

Can’t find the object you’d like to add? No problem: provide a 2D image, and Planner 5D will transform it into a 3D object for you (Image credit: Planner 5D)

Once the automation is complete, you have full control over your project. This is were you gain access to an incredibly well implemented interface. At the top, you’ve got a menubar with undo and redo buttons, a tool to view and add additional floors, a properties section, a render one, and an easy way to switch between 2D and 3D views.

To the left is a sidebar containing all the tools you’ll need during the creative process, from building tools, to furniture, and plants, as well as a section reserved for the items you’ve used recently (to make it easier to find them again), and your favourites. Everything is well organised, easy to find, and very responsive.

Planner 5D: Building a Project

Planner 5D home design software during our review

Planner 5D has a wide range of furniture, for both indoor and outdoor (Image credit: Planner 5D)
  • Numerous options, coupled with complete versatility and the ability to effortlessly switch between 2D and 3D, while being able to do (almost) everything in either view. We had no complaints.

Having a good interface is one thing, but it’s how it responds to your commands that can make or break a service. And here, Planner 5D truly excels. We mentioned how well organised the tools were: clicking on the category you’re after in the sidebar, expands it. From there, you’re given a number of sub-categories, and within those, multiple examples of items you can use.

Adding rooms is super easy: select the basic shape and it’s instantly added to your project. You can then reposition it. Altering its dimensions is just a question of clicking on a wall to select it and bringing up coloured knobs on either end. Use those to resize that wall, or drag the entire wall to preserve its length but change its position (any wall connected to the one you’re changing will be altered as well so they remain connected).

Windows and doors snap to any wall they near as you drag them, matching that wall’s angle in the process. When it comes to furniture, you have great flexibility in placing anything that’s available into your project. You can even group objects together, making it easier to move them all in one go.

One feature we were very impressed with was the ability to import the image of an object into Planner 5D (as long as it has a transparent background), and the service will turn it into a proper 3D object for you. We tried it on a handful of objects and the results were remarkably good.

Adding furniture is one thing, but you’ve also got options to apply different materials to your inner and out walls, along with the flooring. It’s also possible to change an object’s base material and colour. You can actually have a lot of fun with that as Planner 5D doesn't restrict you to sensible choices: want to cover your armchair in wallpaper and have a sofa made of brick? Go for it!

Planner 5D not only allows you to design a multi-storey building, you get to have fun with landscaping as well. You have lawns, plants, lighting, even greenhouses, garages and pools.

You'll find it’s pretty effortless to switch between 2D and 3D views, as you're able to do almost everything in either view: add and alter furniture, move doors and windows, the lot. The only thing we found we were unable to do in 3D was adding and resizing walls and floors, but that still gives you a great amount of options to work in the environment of your choice - nearly all the time.

Planner 5D: Shares and Renders

Planner 5D home design software during our review

You can render high quality views of your design to share with others (Image credit: Planner 5D)
  • You’re offered a generous number of options to share your work, from providing a URL of the project itself, to creating high quality renders, and even 3D walkthroughs (although those take a long time to render).

You have a few options open to you when it comes to sharing your project with others. You can print a copy of what you see, get a link so others can have a look at it online, (they’ll be able to explore, but won’t be able to alter it unless they have an account themselves), or export the design as a DWG or DXF file. If you just need to create images, you can take a basic screenshot of what you currently see, create high-resolution renders or even a video walkthrough. All options are easy to set up and organise.

All in all, Planner 5D is a very well designed service, is easy to use, and allows you to create projects very quickly. Selecting and editing objects is intuitive, and measurements are always on display when working in 2D, helping you remain accurate at all times. If there's any downside, it’s that it's a resource hog: even with nothing else open, creating a project quickly kicked in the fan on the MacBook Pro we were using for this review, and they remained for the duration (the battery took a beating too).

Should I buy Planner 5D?

Planner 5D home design software during our review

Altering walls is a simple matter of dragging the wall itself or its edges - but this can only be done in 2D (Image credit: Planner 5D)

Buy it if...

You need to do 3D design from any computer, without having to install any software, and you require a lot of versatility in the way you create a project.View Deal

Don't buy it if...

You don’t like the idea of a 3D design service that’s accessed via a web browser which uses so much of your computer’s power.View Deal

We've also reviewed the best architecture software and best landscape design software

US Search people finder review
9:24 am |

Author: admin | Category: Computers Gadgets Pro Software & Services | Comments: Off

US Search is one of the veterans in the people search industry, providing effective background check tools since 1993. Based in Culver City, California, this private company allows users to search for individuals using just a name, phone number, or address.

However, it's important to note that US Search reports may contain inaccurate information, so they should not be used for official purposes like employment or credit checks, as they are not compliant with the Fair Credit Reporting Act (FCRA). Despite this limitation, the platform can still be a valuable resource for reconnecting with old friends or researching the background of a new acquaintance.

In our review of US Search, we will help you determine whether this people finder is worth your investment.

US Search review

US Search only offers a monthly plan with unlimited reporting (Image credit: US Search)

US Search: plans and pricing

US Search has unclear pricing, as they do not provide an upfront cost or an option to request a custom quote. The absence of a pricing page makes it difficult to determine how much the company charges. After conducting a test search, we discovered only one available plan that offers unlimited reports for $19.86 per month. This plan automatically renews, and canceling requires a phone call. There is no option to purchase just a single report; payment must be made with a major credit card.

There is no free trial available; however, they offer a special trial for $1.99 for five days, including unlimited lookups.

US Search: features

US Search is a popular tool for retrieving information from public records, though its quality may not match that of some higher-end services. The platform utilizes publicly accessible databases to compile various records into a single report, making it convenient for users seeking information about individuals.

US Search review

US Search offers a list of results for free so you can find the specific person you’re looking for before paying for a report (Image credit: US Search)

One of the key features of US Search is its flexible search capabilities. You can look for individuals by name, phone number, address, or email address. This breadth of search options is particularly useful when trying to track down someone in a crowded database of potential matches. The service allows you to compile a substantial list of results, helping guide you to the specific person you’re looking for. Unlike many similar services, US Search does not impose a paywall to initiate a search; however, accessing the detailed results does require a fee.

When you conduct a search, you'll be presented with a list of individuals that match your query. You can select the correct person based on the available information, and you only pay for the full report of an individual you’re interested in. These reports are quite comprehensive and typically include basic details such as names of family members, previous addresses, property ownership, and any criminal records. Additionally, they provide known phone numbers, email addresses, and social media handles, which are invaluable for reconnecting with old friends or long-lost relatives.

Despite its advantages, US Search has some notable drawbacks, primarily concerning accuracy and completeness. Many users have reported that the information returned in the reports can be inconsistent, with inaccuracies related to family member names and historical addresses often present alongside correct data. This is particularly concerning as US Search does not comply with the Fair Credit Reporting Act, meaning the reports generated cannot be used for activities such as employment or rental screening, where accuracy is critical.

Moreover, while the service promises extensive social media and property data, users frequently find these elements missing from the reports they receive. Unfortunately, there is no preview available to see exactly which data fields will be included in a report prior to purchasing access, leading to potential frustrations for users hoping for specific information.

On a more positive note, the searches are generally completed quickly, taking only a minute or two, which is certainly a plus compared to other services that can be cumbersome and slow. Additionally, US Search offers a relatively streamlined user experience without an overwhelming number of popups that often plague other websites.

Finally, US Search provides an “Information Opt-out” option, allowing individuals to remove their personal details from its database—a feature that highlights the service's awareness of privacy concerns in today’s digital age. Overall, while US Search can be a useful tool for gathering basic information, users should approach it with a critical eye, especially regarding the accuracy and completeness of the data provided.

US Search: interface and in use

The US Search interface is straightforward, although it lacks some streamlining. Upon entering the site, you are presented with options to search for individuals by name, phone number, or address. There are several tabs available for People Search, Criminal Records, Background Check, and more. However, these tabs do not actually change the search parameters or the content of the reports you receive.

US Search review

US Search reports are presented in a single web page (Image credit: US Search)

US Search requests a full name and an email address during the search process. Before payment, you will only see the name of the person searched (which you presumably already know), their city, and age.

The reports are displayed on a single webpage, making navigation cumbersome, as it often requires extensive scrolling. While this isn’t a significant issue, it would be preferable if the reports were provided as PDFs with a table of contents or if the US Search website included tabs for more straightforward information navigation. Additionally, US Search does not have a mobile app, and the reports retain the same elongated layout when viewed on a smartphone.

Overall, the interface is user-friendly for novices but overly simplistic for more advanced users.

US Search review

US Search offers basic support by phone and email (Image credit: US Search)

US Search: support

US Search doesn’t offer much in the way of support. There is not even a dedicated support page, a FAQ, nor a support portal. We also did not find a chat option, or a community forum.

You can get in touch with the company by a direct email address or a toll free phone number (between 10 am and 8 pm Eastern Standard Time, Monday to Friday, closed some holidays), but don’t expect a lot of help. The company’s representatives mostly deal with billing and account issues, and cannot assist you in finding someone using the software.

US Search review

US Search uses 256-bit encryption (Image credit: US Search)

US Search: security

US Search uses 256-bit encryption to keep your search results and account information secure. However, there aren’t any security measures in place, like two-factor authentication (2FA), to protect your account from misuse.

We also thought it was telling that US Search simply requires you to check a box saying that you won’t abuse its reports by stalking or harassing someone. The company doesn’t do anything to verify the identity of people using its service, but then again this is common practice and its competitors don’t vet their users either prior to providing the info.

US Search: the competition

For the price, we believe there are better people search services than US Search. For example, Instant Checkmate costs more, but the quality of its information is significantly higher and more likely to be accurate. This service also offers more comprehensive data, including bankruptcies and weapons permits, which can be particularly useful if you're searching for someone in your neighborhood.

If you need to conduct a background check for employment, you should choose a service that complies with the Fair Credit Reporting Act (FCRA). GoodHire is a solid option, though it is more expensive.

US Search: final verdict

US Search is marketed as an affordable tool that allows users to conduct an unlimited number of person searches each month. This makes it a budget-friendly option for those who need frequent or extensive data on individuals. This can be particularly appealing for casual users or those on a tight budget who want access to public records or basic background information without incurring high costs.

However, a significant drawback of US Search is its tendency to provide incomplete or inaccurate reports. Users often report discrepancies in the information, such as outdated addresses, incorrect phone numbers, or missing details. This inconsistency raises serious concerns about the reliability of the data, especially in situations where accurate information is crucial, such as in legal proceedings, hiring decisions, or personal safety matters.

The information provided is untrustworthy, which can significantly diminish the overall value of US Search’s services. Users who cannot rely on the reports generated may make decisions based on faulty data, potentially leading to adverse outcomes.

Given these concerns, we recommend a more accurate people search tool that can provide more reliable and comprehensive reports, even if it comes at a higher cost. Investing in a service known for its accuracy and up-to-date information can save users from tUS Search is advertised as an affordable tool that allows users to conduct an unlimited number of person searches each month. This makes it a budget-friendly option for those who need frequent or extensive data on individuals. It is particularly appealing to casual users or those on a tight budget who want access to public records or basic background information without incurring high costs.

However, a significant drawback of US Search is its tendency to provide incomplete or inaccurate reports. Users often report discrepancies in the information, such as outdated addresses, incorrect phone numbers, or missing details. This inconsistency raises serious concerns about the reliability of the data, especially in situations where accurate information is crucial, such as legal proceedings, hiring decisions, or matters related to personal safety.

The untrustworthiness of the information can greatly diminish the overall value of US Search’s services. Users who cannot rely on the reports generated may make decisions based on faulty data, potentially leading to negative outcomes.

Given these concerns, we recommend considering a more accurate people search tool that can provide reliable and comprehensive reports, even if it comes at a higher cost. Investing in a service known for its accuracy and up-to-date information can save users from the pitfalls of relying on questionable data, ultimately providing peace of mind and greater confidence in the results.he pitfalls of relying on questionable data, ultimately providing peace of mind and greater confidence in the results.

We've also highlighted the best background check services for individuals.

Sterling background check service review
5:07 am | December 14, 2021

Author: admin | Category: Computers Gadgets Pro Software & Services | Comments: Off

Sterling conducts background checks to help businesses verify the identities of prospective employees. These checks can reveal problematic incidents from an applicant's past that might jeopardize the company culture moving forward. Sterling is a well-established company, having been founded in 1975. They serve over 40,000 clients and conduct more than 75 million background checks annually.

In this Sterling review, we will evaluate whether it offers one of the best employee background check services available today. We will analyze every aspect of Sterling’s offerings, including pricing, functionality, and features. Lastly, we will compare Sterling to its competitors to help you determine if it is the right choice for your organization.

Sterling: plans and pricing

Unfortunately, Sterling does not publicly disclose their background check pricing, which can be a bit frustrating for those looking to budget for these essential services. The cost of background checks can vary significantly based on several key factors that need to be considered:

1. Types of Checks Required: The kind of background checks you need will largely influence the price. Options may include criminal history screenings, employment verification, education verification, credit checks, and more specialized investigations. Each type of check has its own pricing structure, so understanding your specific requirements will help in estimating costs.

2. Volume of Checks: The number of background checks you plan to conduct is another critical factor. Sterling may offer tiered pricing or discounts for larger volumes, which can significantly reduce the per-check cost. If you're looking for a high volume of background checks, asking about these potential savings is worthwhile.

3. Customizations and Additional Services: If you have specific requirements or need custom services—such as international checks, enhanced criminal searches, or tailored reporting options—these can also affect the overall pricing. Customizations often come with additional fees, so clarifying these needs upfront is wise.

The best course of action is to contact Sterling directly to obtain a precise and tailored quote that reflects your unique background check needs. You can easily do this through their website or by calling their customer service team. This personalized approach will allow you to discuss your requirements in detail, ensuring you receive the most accurate pricing information.

While browsing comparison websites for background check pricing might be tempting, remember that their information may only provide a general overview and not specifically reflect Sterling's pricing structure. Each provider has its own unique pricing model influenced by their service offerings and market strategy.

When considering background check providers, it’s essential to remember that cost is just one piece of the puzzle. Factors such as accuracy of the checks, turnaround times and compliance with local and federal regulations are critical to ensuring you receive reliable and lawful information. Balancing these aspects with your budget will help you choose the right service provider for your needs.

Sterling

Sterling uses legal means to find hidden information (Image credit: Sterling)

Sterling: how it works

Sterling offers background check services to businesses, assisting them in vetting potential employees. The process typically begins when an employer requests specific background checks based on the position and industry. Sterling then collects information from various sources, which may include criminal databases, court records, educational institutions, and previous employers. They verify this information to ensure its accuracy and to comply with relevant regulations, such as the Fair Credit Reporting Act (FCRA).

After gathering the data, Sterling compiles it into a report, which is delivered to the employer. The employer uses this report to make informed hiring decisions. Throughout the entire process, Sterling strives to provide accurate and timely information while maintaining confidentiality and adhering to legal guidelines. Additionally, they offer various integrations with HR systems to streamline the background check process for employers.

Sterling evaluation

Sterling’s background checks are thorough and profession appropriate (Image credit: Sterling)

Sterling: features and services

Sterling provides a wide array of background check services specifically designed to address the diverse needs of employers in various industries. Their comprehensive offerings include thorough criminal background checks conducted at local, state, and federal levels. This service encompasses an extensive examination of county court records, state repositories, and national criminal databases, ensuring that employers receive a complete view of a candidate’s criminal history.

In addition to criminal checks, Sterling offers employment verification services that confirm a candidate's past employment history, including job titles, the duration of employment, and the reason for leaving. This ensures that employers can trust the accuracy of the information presented by job applicants.

Education verification is another crucial aspect of Sterling’s services. This allows employers to validate candidates' academic credentials by confirming degrees, diplomas, and attendance records from educational institutions. This is particularly important for positions that require specific qualifications.

Sterling also strongly emphasizes identity verification, ensuring potential employees provide accurate information. They conduct checks against terrorist watchlists and sanction lists to assist organizations in complying with federal regulations and enhancing overall security.

Sterling offers targeted background checks for specialized industries, including drug screening for safety-sensitive positions, healthcare sanction checks to ensure compliance with healthcare regulations, and transportation-specific background checks for roles requiring high responsibility and safety awareness.

End-to-End Criminal Background Checks

Sterling uses CourtDirect technology and AI SmartData technology to conduct its End-to-End Criminal Background Checks (Image credit: Sterling)

Beyond these core services, Sterling provides various compliance tools and resources to help employers navigate the complex legal landscape surrounding background checks. These resources help organizations adhere to essential regulations, such as the Fair Credit Reporting Act (FCRA), reducing the risk of non-compliance.

Furthermore, Sterling’s ongoing monitoring services inform employers of any significant changes in an employee’s background after being hired. This proactive approach allows organizations to take timely action if any issues arise.

Finally, Sterling integrates its background check services with human resources (HR) and applicant tracking systems to streamline the hiring process. This integration facilitates a more efficient recruitment workflow, allowing employers to make informed hiring decisions quickly and effectively.

Sterling evaluation

Customer support that’s great for clients but not for candidates (Image credit: Sterling)

Sterling: support and customer care

Sterling offers extensive customer support 24 hours a day through a toll-free phone number that covers all American, European, and Asian business time zones, including Pacific Time and Eastern Time for clients in the United States. Clients can also reach support via direct email, which is helpful for asynchronous communication. Additionally, a support portal is available to initiate support requests.

However, those seeking advanced support options like live chat, video tutorials, or a user forum will not find these features available.

Sterling’s customer support teams are trained in specific industries like healthcare, retail, and government. Therefore, when you first speak with a Sterling customer support representative, they are already familiar with your industry’s particular background check requirements.

On the other hand, candidates do not have the same positive experience as business clients when seeking help. They can only submit inquiries through an onsite form, and many candidates often criticize Sterling on review sites for delays in processing documents, poor communication, and last-minute deadlines.

The competition

In contrast with competitor GoodHire, Sterling’s method of conducting background checks seems outdated. Sterling delivers the results of the background check at the close of the process. GoodHire integrates checks into your team’s workflow via your Applicant Tracking System platform, so you can see exactly what stage of the process is ongoing and receive notifications with each update.

Certn is one of Sterling’s leading competitors. Rather than conducting background searches and presenting them to your hiring manager, Certn enables hiring departments to conduct independent background checks using its software. Despite the convenience of inhouse software, outsourcing background checks can be beneficial from a legal standpoint, as it diminishes responsibility in case of civil suits.

Final verdict

Sterling is a highly regarded background check service that specializes in evaluating the character and credentials of potential hires. By conducting comprehensive examinations of candidates' legal and employment histories, Sterling provides valuable insights into their trustworthiness and reliability.

The background checks offered by Sterling are meticulously designed to meet varying demands based on the role being filled. Positions that involve handling sensitive data — such as financial information or personal records — as well as roles that require working with vulnerable individuals, like children or the elderly, necessitate more extensive evaluations. Additionally, positions that involve managing valuable assets may also prompt a deeper dive into a candidate's history. Sterling's thorough approach helps organizations make informed hiring decisions while safeguarding their interests.

Outsourcing background checks to Sterling not only streamlines the process for businesses but also plays a critical role in mitigating potential liabilities. In the event of civil suits related to the hiring process, having a reputable service conduct these checks can provide essential documentation and evidence of due diligence, thus protecting the organization.

We specifically recommend Sterling for small businesses that need to ensure the integrity of their employees. In a competitive landscape, safeguarding company assets and maintaining a positive workplace culture are paramount. Sterling's services can help small organizations build a trustworthy workforce, fostering a secure environment for both employees and clients. With their user-friendly mechanisms and responsive customer support, Sterling ensures that the background check process is efficient and reliable.

PeopleFinders review
7:46 am | December 13, 2021

Author: admin | Category: Computers Gadgets Pro Software & Services | Comments: Off

PeopleFinders, headquartered in Sacramento, California, is a powerful and user-friendly online platform designed to help individuals uncover detailed information about others through an extensive compilation of public records. With a robust history dating back to 1999, PeopleFinders has established itself as a trusted resource, tapping into a sprawling network of approximately 43 billion public records across roughly 6,000 distinct databases.

This comprehensive people search tool specializes in identifying individuals using a variety of search parameters, including names, phone numbers, email addresses, and physical addresses. Whether you're trying to reconnect with a long-lost friend, verify a potential employee's background, or conduct research for personal reasons, PeopleFinders provides a streamlined process to access crucial information quickly and efficiently.

Users have flexible options when accessing the platform. You can purchase a single report for a one-time search or opt for an unlimited access plan, allowing you to conduct multiple searches without the constraints of additional fees. This versatility makes PeopleFinders an ideal solution for anyone looking to gather important insights and stay informed about the people around them.

Furthermore, PeopleFinders prioritizes user privacy and adheres to legal requirements when it comes to the use of public records, ensuring that the information provided is both accurate and responsible. With its extensive resources and commitment to transparency, PeopleFinders remains a go-to tool for those seeking to navigate the complexities of personal connections in today’s fast-paced world.

PeopleFinders review

These are the pricing options for reports through PeopleFinders (Image credit: PeopleFinders)

PeopleFinders: plans and pricing

PeopleFinders provides a variety of pricing tiers designed to meet different search needs and usage patterns. For users seeking one-time searches, they offer single reports at competitive prices. The basic report is available for just $1.95, which is ideal for quick, straightforward inquiries.

For those needing more detailed information, a comprehensive report is offered at $9.95, giving access to additional data points. If you're in need of a thorough overview, including pertinent background and criminal records, you can opt for a complete report priced at $29.95.

PeopleFinders pricing February 2025

PeopleFinders shows potential matches to your search before requiring you to pay for a report (Image credit: Future)

For regular users or those with ongoing search needs, PeopleFinders offers monthly subscription plans that provide more excellent value. The standard membership, which costs $24.95 monthly, grants subscribers unlimited access to people searches and reverses phone lookups. This is an excellent choice for individuals or businesses requiring information on multiple subjects.

For enhanced capabilities, there’s a premium membership priced at $29.95 per month. This option includes everything in the standard membership, with the added benefit of background checks, access to criminal records, and other enriched data. This can be particularly advantageous for real estate, law enforcement, or human resources professionals who require extensive background information.

Furthermore, PeopleFinders regularly promotes trial offers for their monthly subscriptions, allowing potential subscribers to experience the service at a reduced cost before committing to an entire month's plan. This is an excellent opportunity for users to evaluate the platform's features and determine if it meets their needs without a significant upfront financial commitment.

Additionally, PeopleFinders offers a rewards program called CFK*PF Rewards for subscribers. This program can provide various benefits, including discounted reports, free self-background checks, and exclusive promotions.

Pricing is subject to change, so checking the PeopleFinders website for the most current information is always recommended. It’s equally important to review the terms and conditions, particularly regarding trial periods, renewal policies, and cancellation procedures, to avoid unexpected charges.

Choosing the right plan ultimately depends on your search behavior. For occasional searches, single reports may be the most cost-effective route. Conversely, a monthly subscription could offer significant savings and convenience for those who require frequent access to search features. Please carefully examine your usage needs to select the plan that best supports your objectives.

PeopleFinders: features

PeopleFinders provides several methods for searching for someone. While many search services allow you to start with a name or an address, some also include a reverse phone lookup as a search option. What sets PeopleFinders apart is that it offers a fourth search method based on an email address.

When performing a name search that yields multiple potential matches, PeopleFinders lists possible results and details such as age and known family members. This feature is beneficial, as many similar tools require payment before you can see if there are any results for your search.

The reports generated by PeopleFinders offer a comprehensive overview of an individual. You'll receive their name, a history of addresses, phone numbers, and information about relatives in the search report. If you choose to purchase a background report, it will also include court and arrest records, property and bankruptcy information, and a check of the national sex offender registry. However, it's worth noting that PeopleFinders does not include email addresses or social media profiles in its reports nor provides information about whether an individual owns a gun or has a gun license.

All the data used by PeopleFinders is gathered from public databases. The main benefit of purchasing a report instead of conducting your searches is that PeopleFinders efficiently compiles data from various sources in just a few minutes.

PeopleFinders: interface and in use

Using PeopleFinders is a quick and straightforward experience, making it accessible even for those who may not be tech-savvy. The platform allows you to choose the type of search you want, whether it’s a reverse phone lookup, a name search, or even a background check. Simply enter the information you have, and the system does the rest.

For a reverse phone lookup, you’ll typically receive results in under a minute, providing a rapid response to your inquiry. However, if you're searching for a common name in a densely populated area, it may take a bit longer — possibly several minutes — as the system sifts through a wealth of information.

A standout feature of PeopleFinders is its advanced search function. This allows you to refine your searches significantly by adding parameters such as a middle name, age range, and location, helping you narrow down the results to find the specific individual you are looking for.

Additionally, one of the most user-friendly aspects of PeopleFinders is the ability to preview the information available in a report before committing to a purchase. This means you can see whether essential details like the individual’s current address, phone number, and background information are available. This transparency helps you make an informed decision about whether to proceed with the report and ensures that you’re only investing in the information that meets your needs. Overall, PeopleFinders offers a combination of efficiency, precision, and user-oriented features that enhance the search experience.

PeopleFinders review

The PeopleFinders mobile app for iOS and Android will automatically run a reverse phone lookup on unknown numbers that call your phone (Image credit: PeopleFinders)

PeopleFinders offers mobile apps for both iOS and Android, although the app is called IdentityWatch instead of PeopleFinders. This naming can make it a bit challenging to locate the app in the app stores, but you can easily find it by following the link provided at the bottom of the PeopleFinders homepage. Both apps have received high ratings, averaging just over 4 out of 5 stars.

Each version of the app includes a surprising array of features that are not available through the web interface. For instance, the PeopleFinders app can automatically scan incoming phone numbers and conduct a quick reverse phone lookup. If the phone number matches PeopleFinders' proprietary list of spam callers, the app will automatically block the call for you. Additionally, the mobile apps offer report sharing, a feature that is not readily available on the PeopleFinders website.

PeopleFinders review

PeopleFinders offers phone and email support seven days a week (Image credit: PeopleFinders)

PeopleFinders: support

PeopleFinders offers several avenues for customer support. Their primary contact method is through their customer service phone line, available Monday through Friday from 7:00 AM to 6:00 PM PST, and on weekends from 7:00 AM to 3:30 PM PST. PeopleFinders also provides a contact form on their website for those who prefer written communication, promising email responses to inquiries. While they maintain a presence on social media platforms like Facebook and Twitter, these channels are not recommended for seeking direct support.

Beyond these options, PeopleFinders features a comprehensive Help Center on their website. This resource is populated with cataloged information and frequently asked questions, potentially offering quick answers to common queries. Though not a traditional support feature, PeopleFinders also allows users to remove their information from the site, guiding users through a self-service opt-out process.

Security

PeopleFinders uses standard SSL encryption to keep your account information and searches secure. When you search for someone with this tool, there’s no way for the person you searched to know that you pulled a report.

PeopleFinders review

You can opt out to remove your information from PeopleFinders searches (Image credit: PeopleFinders)

If you want, you can opt out of PeopleFinders so that your information doesn’t appear in searches. You’ll need to search yourself and copy the URL of your report page in order to request removal from the site.

PeopleFinders: the competition

PeopleFinders competes directly with several people search finders owned by Intelius, including US Search, Instant Checkmate, and BeenVerified. One of the big advantages to PeopleFinders over those services is that it enables you to purchase a single report, whereas the others force you into a monthly subscription. We also much prefer PeopleFinders’ mobile apps since it makes it easy to share reports and automatically runs a search on any unknown number that calls your phone for a bonus spam alert.

PeopleFinders: final verdict

PeopleFinders is a highly accessible and affordable tool for reconnecting with a long-lost friend, screening a new acquaintance, or investigating who might be calling their phone. One of its standout features is its flexible pricing model, which allows users to purchase individual reports less frequently than they would if they committed to a more expensive, unlimited subscription. This approach ensures that users can tailor their experience based on their needs, making it ideal for anyone who might only require occasional access.

The benefits for those who opt for the monthly subscription expand significantly. Subscribers gain access to PeopleFinders’ user-friendly mobile apps, which enhance the service’s overall functionality. These apps streamline information retrieval and provide essential features such as automatic reverse phone lookups. This functionality allows users to identify unknown callers quickly and efficiently. The built-in spam blocking feature also protects users from unwanted calls, creating a safer communication experience.

Overall, PeopleFinders effectively balances affordability and ease of use with valuable features catering to casual users and those requiring more frequent searches. Whether you’re looking to reconnect with someone from your past or want to verify a new contact, PeopleFinders stands out as a reliable and versatile option.

We've also highlighted the best employee background check services

Peopletrail background check service review
9:46 am | December 9, 2021

Author: admin | Category: Computers Gadgets Pro Software & Services | Comments: Off

Peopletrail is a background check service with over two decades of experience in the industry, having been established in 1994. The company operates across various sectors and specializes in pre-employment background checks. They offer a range of services, including verifications, volunteer background screenings, criminal record checks, and drug testing.

Peopletrail provides its services for a number of top corporations, including Intel, Whirlpool, Office Depot and Amazon. It has headquarters in Draper, Utah and has served over 20,000 businesses, with over 100,000 searches completed, and an impressive customer retention rate of 99.5%.

Peopletrail has a consumer facing division of the company that uses the name Consumer Credentials.

Pricing

You'll need to contact Peopletrail directly for a quote (Image credit: Peopletrail)

Plans and pricing

Peopletrail's pricing structure varies based on the type of background check and the level of detail required. They offer different packages for personal background checks, categorized as Bronze, Silver, and Gold, each providing increasing levels of detail and corresponding costs. For instance, personal background checks typically range from approximately $19.95 to $59.95.

For more in-depth background checks, such as those used for political candidates, prices can be significantly higher, reaching up to $295. Furthermore, factors like county court record searches, nationwide database searches, and specific verifications (such as employment and education) can influence the final price.

It's also essential to keep in mind that access fees from various data providers, including courts and DMVs, are often passed on to the customer, contributing to the overall expense. As a result, the total cost can vary considerably based on the specific requirements of the background check.

Social Media Package

Reports take less than 12 business hours to retrieve (Image credit: Peopletrail)

Features

Peopletrail has many options for features, but you get the ones that correspond to the tier chosen. The lowest tier is pretty paltry, so it makes sense to move up to a higher tier, unless the need for the background check is pretty basic.

The social media search is well done. Not only does it identify the social media accounts of the individual, but it also analyzes content via AI to identify things like hate speech, obscene language and bullying.

People Trail review

To help you better understand what you’ll get from the service, People Trail has made a series of reference sample checks available on its website (Image credit: People Trail)

Interface and in use

Peopletrail offers a range of features tailored to various needs, but the availability of these features is dependent on the subscription tier you select. The lowest tier provides only the most basic capabilities, which could be insufficient for those seeking more comprehensive background checks. It may be more beneficial to upgrade to a higher tier for those who require detailed and nuanced information, especially if the background check isn't just a simple formality.

One standout feature of Peopletrail is its social media search functionality. This service not only identifies the social media accounts associated with the individual but also leverages advanced AI technology to analyze the content found on those platforms. This analysis aims to detect sensitive issues such as hate speech, obscenity, and bullying, providing users with a clearer picture of the individual’s online presence and behavior.

The user interface for Peopletrail is designed with simplicity in mind, favoring a clean and straightforward layout over flashy graphics and complex navigation. For individual users, the process of initiating a background check is seamless: you select the tier that suits your needs, make the payment, and then input the required details about the person you wish to investigate. This can include their name, Social Security Number, address, and phone number. The entire setup process takes just a few minutes, making it accessible even for those who may not be tech-savvy.

Once the search is complete, results are delivered according to the timeline specified in the pricing structure for the chosen tier. Users receive these findings via email, allowing for easy access and review.

However, it's worth noting that Peopletrail currently lacks a mobile app. After searching both the Google Play Store and the iOS App Store, we found no corresponding apps, which might be a drawback for users who prefer to conduct searches or access results on the go. This absence could limit the convenience for users accustomed to mobile solutions in today’s digital age.

Support

Peopletrail is dedicated to offering comprehensive support to its clients and applicants. To guide clients through its platform, it provides multiple avenues for assistance, including phone support, email communication, and screen-sharing sessions. Peopletrail demonstrates its commitment to customer service by having in-house experts available to address inquiries and concerns.

Additionally, the company strongly emphasizes compliance, aiming to educate clients about relevant regulations and provide tailored solutions. This focus on compliance support helps clients navigate the complexities of background screening and minimize potential risks. In summary, Peopletrail strives to create a support system that is both easily accessible and knowledgeable, ensuring a smooth and compliant screening process.

Support

Peopletrail has you fill out a contact form with details on the issue you're experiencing (Image credit: Peopletrail)

There is one final way to get support from Peopletrail. First, choose the category that best describes your situation. The options include:

1. A business needing a background check

2. An individual looking to order a background check

3. A current client needing assistance

4. An applicant experiencing an issue with the results of a background check

5. A coach needing a background check for USA Football

Once you select the appropriate category, you will be directed to the correct support portal to enter your question.

For those seeking more advanced support options, Peopletrail may not meet your needs. We did not find a chat box or a community forum. However, there are some self-service help options available, including a FAQ and video content. Unfortunately, we noticed that the links to this content were broken on some pages, but they did work when we accessed them from the main page.

Security

According to the business’s privacy policy, Peopletrail keeps its site secure by periodically examining log files for faults or failures. The company states that all confidential information it stores and transmits will be encrypted, but doesn’t go into detail about the precise protocols used.

Although Peopletrail isn’t overly forthcoming regarding security details, there’s no reason to question the company’s credentials as it has a certification from TruSecure, a well-known security and compliance service.

The competition

Instant Checkmate is a background check service that’s in direct competition with Peopletrail. It’s a better option if you need extra information such as vehicle and gun ownership licenses. However, Instant Checkmate does charge a monthly subscription rather than a one-time fee, so it’s not as suitable for single checks.

If you’re looking for a more affordable premium background check provider, you might want to consider ClearChecks. The top-tier ClearChecks ClearHire Complete package is $39.99, nearly $20 cheaper than People Trail’s $59.95 Gold package. Both plans offer many of the same core features such as a 7-year county criminal record search and international watch list sweeps.

Final verdict

Peopletrail is a competitive entry in the background check market. We appreciate that they provide pricing for individual background checks, verify the results at a top tier, and offer a phone number and an email address for customer support. However, several issues prevent us from giving this service a higher rating.

These include the absence of smartphone apps, unclear business pricing, expensive individual rates without a monthly subscription option, a very basic starter tier, and broken links on the website. Overall, this leaves us with the impression that Peopletrail is an average background check service.

We've also highlighted the best employee background check services

GoodHire review
5:00 am | December 3, 2021

Author: admin | Category: Computers Gadgets Pro Software & Services | Comments: Off

Background checks have become a vital component of the hiring process in today's modern society. Often described as a necessary evil, these checks allow employers to make informed decisions about potential candidates by verifying their backgrounds before extending job offers. Conducting thorough background checks cannot be overstated, especially for positions involving financial responsibilities, sensitive information, or significant interactions with clients and customers. By investing time and resources into this upfront due diligence, companies can mitigate risks associated with hiring the wrong person, thereby avoiding potentially costly consequences.

However, many organizations face challenges when it comes to conducting background checks. Due to limited resources, small and mid-sized businesses often find it impractical to handle these checks internally. As a result, many companies outsource this crucial aspect of their hiring process to specialized vendors. This is where GoodHire steps in.

GoodHire, headquartered in Redwood City, California, has established itself as a leader in the background check industry. With a commitment to accuracy and efficiency, GoodHire boasts an impressive track record of fast turnaround times while maintaining high-quality standards. Each month, the company conducts over 65,000 background checks for more than 100,000 clients, which range from startups to well-known enterprises. Notable organizations such as Renewal by Anderson, SelectQuote, Parts Authority, and DraftKings entrust their hiring processes to GoodHire, reflecting their confidence in the service’s reliability and effectiveness.

By choosing GoodHire for background checks, employers can streamline the hiring process and ensure they make informed decisions based on comprehensive and accurate data. With a focus on legal compliance and candidate experience, GoodHire helps organizations build a safer and more trustworthy workforce, allowing them to focus on what they do best—growing their business.

GoodHire review

GoodHire offers more than 100 background check services (Image credit: GoodHire)

GoodHire: features

GoodHire provides a comprehensive set of features designed to streamline and simplify the background check process for employers. Their platform automates numerous tasks, from sending consent forms to candidates to delivering results, all within a user-friendly dashboard. GoodHire prioritizes accuracy and speed, with many background checks returning results in minutes. They offer various checks, including criminal records, employment and education verification, driving records, and drug screening.

Moreover, GoodHire emphasizes compliance, with built-in features that assist employers in navigating federal, state, and local regulations, including ban-the-box laws. They also offer tools for managing adverse actions and conducting individualized assessments to ensure fair hiring practices. GoodHire provides integrations with popular ATS and HRIS platforms, customizable packages, and dedicated account managers for larger organizations.

GoodHire: interface and in use

GoodHire is incredibly user-friendly, allowing you to initiate a background check and evaluate the results quickly. When you create an account, GoodHire verifies your business to confirm that you are a legitimate employer. This verification process only takes a few minutes, and you can set up a new records search.

GoodHire review

GoodHire’s dashboard makes it easy to spot alerts and process background checks for multiple candidates (Image credit: GoodHire)

Search results are presented in a well-organized online dashboard. If you conduct background checks for multiple candidates, you can quickly see how many searches returned no red flags, how many revealed alerts, and how many are still in progress. Individual check results are categorized by search type, allowing you to quickly access any databases that generate alerts.

GoodHire review

GoodHire integrates with most common HR software (Image credit: GoodHire)

GoodHire also integrates with several popular HR software platforms, including Jobvite, GetHired, and BambooHR. Additionally, the service offers an API that can be utilized if your HR department employs a custom system for tracking job applicants.

GoodHire: support

GoodHire provides robust support to its users, starting with a dedicated phone number, a feature that is highly valued by those who prefer direct communication. Sometimes, there's no replacement for speaking with a knowledgeable representative, especially when immediate assistance is needed. While the specific hours of operation are not clearly stated, it's reassuring to know that the support team is based in the United States and holds FRCA certification, ensuring a high standard of service.

GoodHire review

GoodHire offers a detailed online support center for employers (Image credit: GoodHire)

In addition to phone support, GoodHire has developed a comprehensive Help Center explicitly tailored for employers. This resource is meticulously organized into various categories, such as “What’s New,” “Using GoodHire,” and “Billing & Invoicing.” Each category contains detailed articles that thoroughly inform users about the respective topics, helping them easily navigate the platform's intricacies. This well-structured approach enhances user experience, allowing employers to find the necessary information quickly.

GoodHire offers a dedicated Candidate Help Center for job candidates, making it user-friendly for potential hires. This section features a clear and prominent search bar, enabling candidates to locate answers to their questions swiftly. Although it encompasses fewer topics than the employer-focused Help Center, it covers essential information crucial for candidates, such as “Getting Started” and “Background Check Alerts.” This thoughtful division ensures employers and candidates access the most relevant information.

Candidate Support

GoodHire also provides support for candidates undergoing a background check (Image credit: GoodHire)

However, it's worth noting that there are some areas where support options could be improved. The absence of live chat functionality may leave some users seeking more immediate assistance feeling a bit limited. Additionally, the lack of online video resources could enhance understanding for those who prefer visual learning. Overall, while GoodHire provides a strong foundation of support, expanding these options could further elevate the user experience.

GoodHire: security

GoodHire primarily emphasizes legal compliance in its background check services rather than strictly concentrating on security measures. This focus ensures that employers not only adhere to the Fair Credit Reporting Act (FCRA) but also navigate various state and local regulations effectively. The platform is designed to facilitate compliance with ban-the-box laws, which are intended to prevent employers from inquiring about an applicant’s criminal history at early stages of the hiring process.

To streamline this process, GoodHire automatically tailors its requirements based on the business's geographic location. This means that, depending on the state or municipality, candidates will be prompted to grant their consent for background checks, or the platform will provide the necessary forms to maintain compliance with local laws. For employers, this reduces the administrative burden while ensuring that they uphold legal standards, protecting them from potential liability in the hiring process.

GoodHire's user-friendly interface also provides employers with clear guidance on compliance best practices, making it easier for them to stay informed about the laws impacting their hiring procedures. Overall, GoodHire's commitment to legal compliance enhances the hiring experience for both employers and candidates, fostering a fairer employment landscape.

GoodHire Pricing February 2025

If you plan on doing more than 25 background checks a year, you'll need to contact GoodHire directly for a quote (Image credit: Future)

GoodHire: plans and pricing

The pricing for GoodHire is available only for low-volume plans. If you plan on requesting fewer than 25 background checks annually, you can choose from tiered plans. For those expecting to exceed this threshold, GoodHire requires you to provide your business contact information so they can understand your specific needs and provide a custom quote.

The entry-level plan is called Basic, which operates on a “pay-as-you-go” basis, with each background search costing $29.99. There is also an undisclosed one-time setup fee. This plan has a turnaround time of one day and includes a Social Security number trace and a nationwide criminal database search.

The next tier is the Standard plan, which GoodHire considers the most popular, costing $54.99 per search. This plan has a longer turnaround time of 1-2 business days due to its more comprehensive nature. It includes all the features of the Basic plan and adds a domestic watch list search as well as a county criminal court search covering the last seven years for up to three counties.

At the top is the Premium plan, which costs $89.99 per search and has a turnaround time of 2-4 business days. This plan includes all the features of the lower two plans, as well as educational verification and employment verification.

Additionally, there are options for add-ons at an extra cost, such as motor vehicle records checks, employment credit reports, and international checks.

Final verdict

GoodHire presents a compelling option in the background check sector, featuring a well-rounded mix of functionalities that cater to the needs of various businesses. One of the standout aspects of GoodHire is its tiered pricing plans, which allow users to select a package that best fits their budget and the scale of their hiring needs. This flexibility can be particularly beneficial for companies of all sizes, from startups to larger enterprises, as it enables them to control costs while accessing essential services.

Another significant advantage is the swift turnaround time for results. In today’s fast-paced hiring environment, having timely access to background check information can be crucial for making informed hiring decisions. This efficiency is complemented by the availability of direct phone support, which provides users with personalized assistance when needed—a feature that many may find reassuring when navigating complex background check processes.

However, there are notable areas where GoodHire could improve. One concern is the lack of transparency regarding pricing for organizations that require more than 25 background checks annually. For businesses anticipating high volumes, unclear pricing can lead to unexpected expenses or difficulties in budgeting. Additionally, the absence of live chat support options may limit immediate assistance for users who prefer real-time communication.

Furthermore, while GoodHire covers a range of background checks, certain searches, such as motor vehicle records, come with an additional fee. This could lead to budgetary complications if users are unaware of these extra costs upfront. Lastly, the one-time setup fee, which is not disclosed during the initial inquiry, could be a barrier for potential clients who want clarity from the outset.

In conclusion, GoodHire is an appealing option for businesses seeking background verification services, thanks to its attractive feature set and flexibility. Despite some shortcomings in pricing transparency and support options, it is a strong contender worth considering for any organization in need of comprehensive background check services.

We've also highlighted the best employee background check services

Wondershare PDFelement review
5:00 am | November 29, 2021

Author: admin | Category: Computers Gadgets Pro Software & Services | Tags: | Comments: Off

The popularity of the PDF format has resulted in lots of different applications for PDF documents, and as a result, a wide variety of tools to work on them. Some of the best PDF editors are very simple, offering little more than basic conversion features and perhaps some highlighting and other minor edits. Others are much more powerful, rivaling office suites in their editing capabilities. Finding a good PDF editor starts with identifying your own needs.

PDFelement lies somewhere in the middle between the two ends of the spectrum. While it’s not as powerful as some of the leading applications on this market, it’s not just a simple PDF editor either. It comes with various features that can be useful to a wide range of users, and can allow you to do some interesting things with your documents. However, it does suffer from having a higher price than most other tools in its class.

We reviewed the latest version of the software to see how it compares in a competitive field.

Wondershare PDFElement during our latest review

There are two paid plans available for PDFelement and Wondershare also offers a free trial so you can test the software out before purchasing it (Image credit: Wondershare)

PDFElement: Pricing & plans

Wondershare PDFElement offers a 7-day free trial that provides access to the application’s features for a limited time, or for a limited number of uses (depending on the tool being selected). Beyond that, there are premium subscription plans which can be paid either for one or two years, as well as a perpetual licence option.

The cost of these subscriptions or licences depends on whether you need to invest in a cross-platform version, just require its use on a single one (namely, Windows, Macs, iOS or Android), and whether you’re an individual, a business, or in education. To give you a rough idea, a cross platform individual plan would cost you $90 for a year, $120 for two, or $140 for a perpetual licence. For alternatives, we tested the best free PDF editors.

Wondershare PDFElement during our latest review

Wondershare PDFElements’ homepage makes a big play of its AI features which will “simplify” your workflow… for a price (Image credit: Wondershare)

PDFElement: Features

PDFelement offers a variety of features for editing documents. Standard markup features are available – users can change the font family and size of text, make it bold/underlined, highlight parts of the document, and even make various structural changes. The tool can also create PDFs from other file formats. Combined with its advanced batch operation support, this makes it a good choice for those who regularly need to convert large volumes of files and want a convenient and quick solution for that.

Documents can also be split into separate ones, protected with a password, and the application can automatically extract data from documents that have been scanned and run through its OCR engine. On that note, PDFelement does stand out with a reliable and robust OCR system that tends to work better than most of the competing solutions on the market. 

Wondershare PDFElement during our latest review

PDFElements’ tools are easy to use and are presented with large, fun and welcoming icons (Image credit: Wondershare)

PDFElement: Interface & experience

The application resembles most modern office suites in its interface, and everything is exactly where you would expect to find it. Tools are sorted in several main tabs, with individual buttons providing access to specific features. Users who are familiar with document editing on a computer should have no problem navigating the menus of PDFelement, including those who want to do more advanced edits.

The only complaint we have in this regard is that the interface can occasionally seem a bit big, especially on smaller screens. There aren’t many options for configuring the application’s appearance, and if you don’t enjoy its style of using large buttons for everything, you might be a bit displeased. Other than that, there aren’t any major issues that stand out with the interface and presentation of PDFelement.

PDFElement: AI tools

Wondershare PDFElement during our latest review

AI is here to offer you more tools (many of which you could find elsewhere for free), for an additional subscription cost to you, on top of the subscription to use the app in the first place (Image credit: Wondershare)

A new addition to PDFElement is, you’ve guessed it, AI. AI is everywhere - we’ve even been testing out the best AI tools - so why not here, right? And there’s a lot you can do with AI within PDFElement. You can use it to discuss the content of your document with it, translate it, check the grammar, or summarise it, among others. Most of these features have been available elsewhere, such as Google’s services for instance, but here you can do it all without having to leave the interface, which can and is a great time saver.

There is a major drawback: these AI features aren’t included in the fee you pay Wondershare to use the application: every time you use an AI feature, you’ll spend a certain number of tokens to do so - the more complex the function, the more tokens you’ll need.

The free trial gives you 25 for ‘Content Processing’. All the other paid options give you 100. After that, you’ll need yet another subscription to get more: $4 a month (ie, $48 a year) for a million additional ones each month. If these features felt truly unique and revolutionary, it might be worth it for some, but as it stands, this almost feels like price gouging, seriously jacking up the cost of the app to $138 or $216 for the one or two-year subscription respectively. Thankfully you can keep using PDFElement without touching AI, no matter how much Wondershare tries to entice you through their promotional ads, and with prominent sections in the interface.

PDFElement: Support

Wondershare is a well-known name in the field of small tools and utilities, and one of the features the company stands out with is the quality of their customer support. You can expect issues to get resolved quickly and with a knowledgeable attitude, and that’s if you even need to contact their support in the first place. Many of your questions will likely already be answered in the knowledge base, so take a look around to see if your issue is addressed.

PDFElement: Final verdict

This is a well-designed PDF editor with various features that should keep most people happy, including some advanced users. While the application does lack certain features that are standard in other editors, it doesn’t leave anything critical to be desired. For the most part, it’s a more than adequate application with enough to satisfy the average user. If you’re looking for a long-term subscription though, you might want to explore other options, particularly editors that are offered for a one-time purchase as opposed to a recurring annual subscription. For a long enough period of time, PDFelement can actually get quite expensive, especially if you’re using the Pro version.

Should I buy Wondershare PDFElement?

Buy it if...
You’re looking for a simple, easy to use, cross-platform PDF editor, with various tools to add text, images, highlights, and more.View Deal

Don't buy it if...
You don’t need yet another subscription to use tools you could probably mostly find elsewhere for free, and you don’t like the prominent “AI tools” you may have to subscribe to as an extra feature, in addition to subscribing to or paying for the app.View Deal


For more top PDF tools, we reviewed the best Adobe Acrobat alternatives.

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