Ratings & Reviews

Overall Rating

4.72 / 5 (170)

3.76 / 5 (286)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.5 / 5

3.5 / 5

Customer Support

4.5 / 5

3.5 / 5

Functionality

4.5 / 5

3.5 / 5

Last Reviewed

June 18, 2020

May 13, 2020

Pros/Cons

  • Pros

  • Ease of use, EXCELLENT client services and response.

  • We like that it is easy to add pictures of clients, it is easy to personalize, and it is web based!!

  • Cons

  • Set up blew my mind...but it should have since all the features have to be set up and there are a lot of features! Support was fantastic, though.

  • The software lacks some reporting features. While it does offer a decent selection of report options, our business requires more than it offers.

  • Pros

  • I really liked its ease of use for just about anyone.

  • It is easy to use, very flexible, and meets all my needs. I like that I can program it to do what I want it to. Additionally, it has very useful and easy to find and read reports.

  • Cons

  • The only con is the monthly fee. Although pricey, the bang for your buck at the end of the month is worth it.

  • Sometimes difficult to match up specific menu changes to system, so we have to create "patches" to make work. But it does work.

Pricing

Pricing Range

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots