Ratings & Reviews

Overall Rating

4.35 / 5 (936)

4.61 / 5 (214)

Ease-of-Use

4.0 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

February 4, 2020

December 12, 2019

Pros/Cons

  • Pros

  • It is an easy system to use. Really like this software. The software is easy to back up. I would recommend this software to anyone.

  • The software is pretty simple to use, but the customer service is exceptional. Exceptional!

  • Cons

  • Developing new templates for forms takes a bit of time to set up, but then you have your form laid out exactly as you need it.

  • it runs slow sometimes, but that is probably an issue on my end - not yours!

  • Pros

  • The product has great training tools. The customer service is excellent. I agree wholeheartedly with the concept, everyone has their cell phone all the time.

  • It is easy to use, quick to set up and lets us focus on relationships rather than administration.

  • Cons

  • We used this as a trial and it seemed to work well. Was difficult and that is why we were not able to stick with it--and we had limited funding.

  • It's a newer software so they're still working out kinks. We would prefer that there's more features on their contact form.

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