Ratings & Reviews

Overall Rating

4.57 / 5 (178)

4.31 / 5 (1,009)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.5 / 5

4.0 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

March 9, 2020

May 18, 2020

Pros/Cons

  • Pros

  • It is easy to use. I like that it keeps a record of the action after completion without having it in the active view. I also like that I can set up repeating tasks.

  • It is an easy to use format. I like being able to easily move projects/clients between the quadrants. It is awesome for keeping track and being able to easily see my clients in one picture.

  • Cons

  • It's a little confusing at first, takes some time to get to know it. You really need to get all of the people on the team to believe in it for it to work well for you.

  • There used to be an option to have items due today show up as red, which was really helpful, but it was removed in an update a while back.

  • Pros

  • I like the functions of it all. It's very organized, and once you're used to it, it's very easy to use.

  • Ease of use, so easy to use, i enjoy being able to pull it up anywhere at any time.

  • Cons

  • The report builder and dashboards are very powerful, but are less intuitive than other aspects of the platform.

  • Some of the customization isn't as user-friendly as I would like it to be but customer service is always helpful and can usually solve any issue that I have.

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