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Ratings & Reviews

Overall Rating

4.55 / 5 (131)

4.35 / 5 (2,360)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.0 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

April 2, 2020

April 7, 2020

Pros/Cons

  • 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

  • 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.

  • cant complain about anything, except for the fact it makes you type 40 characters in the complaint field when I do not have one to give!

  • Pros

  • Love the accuracy and efficiency of this software. Makes my everyday work flow so much easier and more efficient.

  • I love that it is effective and easy to use. The communication between members is seamless and well-documented.

  • Cons

  • The navigation within the internal system can initially be a bit difficult (i.e. the naming of the tabs are not always clear), but once you know where to click, it's not too bad.

  • Background workflow good but still not as flexible as others, Salesforce service cloud for example.

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

2019

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

6 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots