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ePayPolicy vs HawkSoft CMS: Which is best for you?
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Features
- I love that once the payment is made it is automatically recorded in the client file, sends us a receipt, task that's been done and closes out the invoices.
- the limit of $1000 imposed and the fact we have to go to the payment page to make the payment and cannot do it in the same page as the information.
- We have been with Hawksoft since 2019 and it has been amazing to help us with our retention for client files and documents as well as a sales portal to keep up with prospecting and sales pipeline.
- I wish we would have had hands on training I know we are missing so many things that can be done
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Recommendations
