A great CRM tool

STS solves the logistical issues of trying to track multiple accounts in various stages of booking. This gives me the ability to quickly set up a reminder to myself to follow up on any topic, and the auto fill traces alone save hours in a busy schedule. It allows us to enter data once, and output in various documents that satisfy contract, reporting, and informational needs. And once it is accurate, it is accurate on every document automatically. The company has been incredibly responsive to our needs, from the initial setup to implementation. They have corrected any issues that we have had, and even developed new functions on request. Good setup is imperative, because once it has been configured to satisfy the needs of your organization, it will be a great asset for your staff.

Pros

This software allows me to efficiently document the relationship with each client, managing the contacts, contracts, events, and everything in between. It is a "one and done", as I can enter the data once and have it create contracts, BEOs, invoicing, reports, and schedule reminders for future contacts. It eliminates the need for paper files, as everything is at my fingertips. I can attach files, so it also holds signed contracts, room layouts, and more.

I especially love the fields that allow me to record information about clients, including a picture. With a database of contacts, it's nice to have a face with the correspondence to refresh my memory of who I am speaking with.

My most favorite part of the software has to be ProposalPath. Being able to put together a proposal that looks professional and polished in a matter of a few clicks is amazing! Digital delivery is important in this age, and being able to provide links to vital documents is a big plus.

Cons

The most disappointing was that the calendar did not correlate with my bookings. HOWEVER, I must mention that they were quick to make this change, and currently, it allows click through from the calendar to the actual booking.