Lilypad CRM User Reviews

Lilypad CRM
Lilypad CRM
Financial-Information-Technologies LLC

Top reviews

Lilypad: Implementation Failures and Functionality Issues Implementation & Support: Critical Gaps

I hope my experience saves you the headache, burden and lost time-revenue.

Lilypad promised a 5-minute account import process. Our implementation took over 5 months. Account ID matching with their CaliConnect database required 2+ months of waiting. The dedicated implementation manager lacked platform familiarity and manually entered accounts one-by-one, introducing data errors that persist: accounts now sit under wrong distributors and still contain corrupted legacy information.
Customer support failed to address reported issues across multiple calls and emails. Escalation to technical leadership resulted in dismissal, not resolution.
Product Functionality Issues

UI bugs that break usability: dropdown menus disappear behind dashboard layers when window is resized
Map pins don't match account lists
Survey form fields malfunction or don't function as designed
Survey creation documentation is outdated and unclear; no guided workflows offered
"Route planning" features marketed as functional underperformed

Data Quality Issues
The CaliConnect database, positioned as a 18,000-account asset for territory expansion, lacks basic contact data (no buyer names, emails, local phone numbers). Their planner is cumbersome and provides zero routing capabilities The map descriptions are often mismatched too.

Financial Impact
Over $20k in lost revenue post-migration. Discovered overcharges for Encompass Data reports that weren't needed. Traffic dropped measurably during transition.

Bottom Line
Core functions work poorly. Implementation support is unprepared. No free trial exists—a red flag worth noting.

It is without question the poorest UI/UX and should not be allowed in the App Store
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Steer clear

Been using this app for almost a year now. It’s never worked properly, buttons don’t work when you press them, app crashes/freezes, accounts don’t show up in search. List goes on, I’ve reached out to support and nothings been fixed and it sounds like they are aware of the issues.

Terrible functionality

How come the “back” button doesn’t function? Someone needs to develop a better module, maybe a different card layout. Everyday usage of these is pretty terrible. Maybe hire so new developers?

terrible.

the app constantly kicks you out and doesn’t save any of the work that you’ve done. always freezing and crashing even when there is not an update or any bug fixes that need to be done. absolutely would not recommend to anyone ever

Horrible

I’ve been forced to use this CRM app for almost two years. It has never worked the way it is supposed to. No one at this company ever takes responsibility for the app not functioning correctly and instead the help desk blames the user and never fixes any issues.

Stay Away

Terrible app. Tech support is a joke. After numerous reinstalls, my accounts are still not correct. I even sent a spreadsheet with accounts missing/incorrect with no fixes!

Horrible

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

I’ve been using LilyPad for years. It’s Frequently glitchy. Frequent (weekly-daily) delete/reinstall needed. Full historical data loss has occurred. App “maintenance“ will leave app down and unusable for long periods of time

Do not use

App always crashing or having inaccurate sales history, I would not recommend using this app for sales

Best CRM Available!

After working with multiple CRMs during my time in the alcohol industry, Lilypad has been the most useful by far! From the next level commitment tracking to the account search functions everything about this app has made it easier for me to accomplish more while I’m working the field. Highly recommend this for anyone in the beverage industry looking to make their reps more efficient!
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Do not recommend

Super glitchy, crashes all the time, data inaccurate. Slows down my work day.

Great tool Bev Sales

A great way to keep our team focused, organized and measure success. The LilyPad staff offers exceptional customer service and the app is always adding value w/ new releases to expand functionalities.

Awesome tool for the industry

The best app for all! From a manager to a rep on the streets, this app provides value for everyone. Being able to track which accounts you’ve visited and what beer is coming down the pipe line, LilyPad is definitely the most tech savvy app for the alcohol industry! So many tools in the app these days make planning and pre-planning a breeze for your day-to-day! Definitely worth it, I’d recommend this app to anyone interested!
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Awesome tool for sales

The brewery i work with has been on this app for a little while and it is great. It is constantly updating and new features are put in, maps and sales info to know where to go.

Great App!

Great app for use in the field, I highly recommend it for anyone working sales in the beer industry!

Not functional

App crashes all the time and takes time out of my sales day. Would not recommend for salespeople

Awesome product

Great product to increase productivity as well as increase efficiency. Makes daily sales process easy for reporting and integration