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Ratings & Reviews

Overall Rating

4.30 / 5 (197)

4.73 / 5 (129)

Ease-of-Use

4.5 / 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

4.5 / 5

Last Reviewed

March 12, 2020

December 10, 2019

Pros/Cons

  • Pros

  • I love the user friendly interface and the ease of use. It allows me to see any updates regarding clients and allow my coworkers to stay up to date on tasks and important information.

  • Good value for cost per user. Like the web-based format and the customization options.

  • Cons

  • upgrades are a challenge, but they get solved thanks to the PROS listed above.

  • Had problems utilizing the marketing module, but was informed by customer service how to use it correctly

  • Pros

  • Great customer service and uncomplicated CRM with features that truly make an impact to every day sales performance.

  • I really like the ease of use and graphical interface. I also love that I'm able to dial straight from the platform and the templating system is fairly easy to use as well.

  • Cons

  • Although it's packed with value, it's still pricey compared to competitors. However, if you can do it, I still recommend it.

  • The desktop app is where it's all at, but I would appreciate a more fine-tuned web and mobile app considering what we pay and what other services offer.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

FrontRunners

2019

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