Ratings & Reviews

Overall Rating

4.72 / 5 (168)

4.55 / 5 (108)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

March 13, 2020

May 7, 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

  • Easy to use and this is best softwere and esy access

  • Excellent service from setting up to training and implementation

  • Cons

  • overall we are happy with the software, only small issues would be the ability to customize things sometimes needed by us.

  • It is a little expensive on the pocket for smaller business units with limited features.

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