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Ratings & Reviews

Overall Rating

4.37 / 5 (605)

4.54 / 5 (139)

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

April 29, 2020

June 30, 2020

Pros/Cons

  • Pros

  • Very easy to use and allows me to stay organized

  • It's so easy to use and the pop up items are really convenient.

  • Cons

  • Customer service - our first rep was amazing, but it's gone down hill since then. Their chat feature is very helpful, though!

  • I really don’t have anything other than sometimes it can feel a bit slow but it has never held me up and the mobile app could be made easier to use but it does get the job done.

  • Pros

  • I like the ease of use the most about this software

  • The software is very easy to use, keeps all our client information close at hand. It is nice that we have access where ever we may be.

  • Cons

  • Mobile app could be improved but furthermore its great software and great service

  • The Last Updated function is a bit odd as some leads show as being updated when they haven't but that Always is a very minor issue, overall a great system.

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

FrontRunners

2020

FrontRunners

2020

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