Pros from reviewers
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Efficient Organization: Astrea's Case Merge software simplifies the process of organizing workspaces, allowing users and remote employees to quickly access crucial business information
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Increased Productivity: Despite requiring an initial time investment for integration and training, the software increases productivity by merging split emails into a single unified message, reducing clutter and ensuring all messages related to a specific topic are in one place
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Effective Case Management: The software has the ability to merge duplicate cases into a master case, which is crucial for effective case management
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Improved Functionality: Astrea is responsive to feedback and has made improvements to the software, including a proper merge function that outperforms other similar apps
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Beneficial Features: The software's ability to merge cases, a feature not built-in to Salesforce, is a significant advantage, and the added ability to search by Contact is very useful for quickly checking for duplicates.
Cons from reviewers
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Limited search criteria: The software only finds duplicates based on the subject, which sometimes requires additional case editing to match duplicates
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Initial time investment: The software requires an initial time investment for proper integration and training, which can be a drawback for some users
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Update issues: There have been instances where the software did not function properly due to a lack of updates, causing disruption in the merging process
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Incomplete delete function: The software allows merging of all attachments and emails to any case, but it does not manage the merged out cases, leaving some users unsatisfied
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Clumsy search function: The search function was initially clumsy and could be improved by including the account against the contact for easier identification of contacts or person accounts.
Main features
Starting Price
Free Plan
Easy onboarding
Continuous syncing
Bi-directional flow
One data model
Integrations management
Starting Price
N/A
Free Plan
No
Easy onboarding
Continuous syncing
Bi-directional flow
One data model
Integrations management
What is Merge?
How Merge compare to similar software?
Product
Merge
4.0
Merge reviews
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
Who is Merge best for according to our reviewers?
Remote Employees: These users can benefit from the software's ability to organize their workspaces and decrease the steps needed to quickly access crucial business information
Salesforce Users: The software operates smoothly in non-standard Salesforce operating environments, assisting in merging split emails into a single unified message, reducing clutter and ensuring all messages related to a specific topic are in one place
Business Managers: They can value its ability to merge duplicate cases into a master case, crucial for efficient case management and reducing redundancy
Email to Case Users: The software is an excellent add-on for anyone using Email to Case, despite some limitations in terms of search criteria, it's easy to set up and use, and Astrea is responsive to feedback and has made improvements to the app
Salesforce Case Managers: The capacity to merge cases, which wasn't a built-in feature for Salesforce, is a significant advantage for these users, especially with the added ability to search by Contact, which can help in quickly checking for duplicates.
Merge reviews
4.0
Merge rating
4.5
Ease of use
4.6
Customer service
4.4
Value for money
4.0
Likelihood to recommend
4.5
Features
4 Merge reviews
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Lauren Johnson
Prompt Resolution and Commitment to Excellence: A Software Review
I had a minor issue with the software and they resolved it promptly. The regular updates and improvements show that the developers are committed to providing a top-notch product
April 30, 2024
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George Williams
Merge.software: A Game-Changer for My Business
I have found merge.software to be an incredibly useful tool for my business
April 22, 2024
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Jacqueline R
Some Features Fall Short, Yet Best Choice Currently Available
The Case Merge app outperforms other similar apps, which are usually subpar. However, it doesn't completely satisfy our requirements because the delete function doesn't work. It allows us to merge all attachments and emails to any case, but it doesn't manage the "merged out" cases.
April 14, 2024
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William W
Effortless and Highly Effective Duplicate Merging App
I initially downloaded the merge app some time ago and noticed that it didn't actually merge cases, but only related them. I gave this feedback to Astrea and they released a new version that does a proper merge, which I think is fantastic. For a free app, I consider this one of the best add-ons for anyone using Email to Case. It does have some limitations in terms of search criteria, but nothing that can't be fixed during the case merge. It's easy to set up and use, works very well, and Astrea is responsive to feedback and has made improvements to the app. It's free! However, it only finds duplicates based on the subject, so sometimes it requires a bit of case editing to match duplicates.
April 13, 2024