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Ratings & Reviews

Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.

Overall Rating

4.73 / 5 (129)

4.43 / 5 (525)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

December 10, 2019

February 20, 2020

Pros/Cons

  • 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.

  • Pros

  • Great program, easy to understand and very flexible

  • The customer service is amazing and fast. I appreciate their flexibility in working with me and my needs.

  • Cons

  • It has a few sync bugs, but they're always working to fix these.

  • It was somewhat cumbersome to add a new client, yet they have fixed the issue. I would like a more modern monthly newsletter template.

Pricing

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

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

Product Demo & Screenshots

Product Demo