I am able to access my practice's data from anywhere and give answers to my clients instantly. It makes me look smart and organized and my clients appreciate the quick response, which by the way they want and expect.

Easy access to my practice's data anywhere, anytime; helps me deliver great service to my existing clients ; helps me meet more of my clients' needs; expand client base by converting new prospects to clients.

Sometimes it is down without warning , other than normal maintenance. Aside from that, I can't think of anything bad to say about it. It makes your life easier and it's worth the cost for sure!

We have been using Smart Office for close to 10 years now. We gave yet yo find an equivalent package to replace it with.

After learning it's functionality it is a great one stop software option for your CRM needs. It stores Dara and allows me to easily retrieve or integrate it in several ways

It takes a little getting used to. The user interface is not as intuitive as I would like it to be. It took a few weeks to work out the navigation.

Can't really think of one that other CRMs don't do also.

The software is not user friendly at all. There is a steep learning curve even for individuals that are tech savvy.

Easy to get from place to place and find where you want to be. Tracks a lot of information.

Slow. Reports tend to reset while you are trying to work through one.

I like it. But I have looked for other alternative products from time to time because I don’t like the way it handles workflow. For example I have looked at Pipedrive and Trello.

It integrates with Microsoft but sometimes the scheduling feature changes times for my meetings. I like the ability to capture my client information.

Functionality is dependent on back office set up. We have two agencies that use it but input data differently.