Easy and Efficient

It really helps me to track the progress of all the projects I work on

It doesn't have flexibility in terms of selecting a dark theme for the background

Better than using excel and other manual tools, but still feels a bit lacking vs what you would expect from a purpose built solution for consulting.

Easy to use leads, pipeline and projects. Information flows neatly through the system, which enables data to be effectively tracked.

When recording activities against individuals or companies in the CRM, you can only have an activity against a single user, which is extremely impractical as most business and client development meetings would be with multiple counter-parts and it would be much better if a single activity could include multiple people on the system.

It was helpful in keeping it with a sense of easy use. I am not the best when it comes to using programs that are very "tech savvy" and take a lot of steps to complete only a single task and that's why i like using this.