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Ratings & Reviews

Overall Rating

4.63 / 5 (1,105)

4.48 / 5 (166)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

5.0 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

August 10, 2020

July 21, 2020

Pros/Cons

  • Pros

  • great configuration and super easy to customise

  • Excellent features and easy to use. Mobile phone app is very good.

  • Cons

  • At the time the AD integration wasn't live and we had to duplicate our data entry efforts. That's now been resolved.

  • The only con is how the software is difficult right out of the box. It's extremely powerful so it does take a little bit of time to get used to it.

  • Pros

  • I loved the user experience as a whole. The interface feels very modern and as easy to use.

  • I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works.

  • Cons

  • They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying.

  • Little bit of a learning curve but once you get it, you got it! It's fairly difficult to get set up and get it going but when that's done, it's easy.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

FrontRunners

2020

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

12 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots