Ratings & Reviews

Overall Rating

4.29 / 5 (3,816)

4.68 / 5 (244)

Ease-of-Use

4.0 / 5

4.5 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

4.0 / 5

5.0 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

August 7, 2020

June 22, 2020

Pros/Cons

  • Pros

  • Love this software. This is another easy to use Microsoft program. Interface is smooth, very user friendly.

  • We use this for our retail side and it does stuff I didn't even know should be done. Great product!!

  • Cons

  • Implementation is difficult and takes time, customisation is easy but requires great level of testing

  • The orientation takes some time to get used to, but otherwise its straightforward. also how the G/L was done wasn't the best

  • Pros

  • I absolutely love this site! It is so easy to use and my clients say that it is so nice to be able to navigate it easily!

  • Very easy to use I love it! I use it every day

  • Cons

  • they are good at listening to suggestions....but it would be great it they were implemented a bit sooner some times

  • Cons are that the software times out a lot. Therefore, if you are idle for a while you'll have to refresh in order to update or view appointments. Besides that the application is pretty solid.

Pricing

Pricing Range

Advisor Recommendations & User Awards

FrontRunners

FrontRunners

2020

FrontRunners

2020

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