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User 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

4.76 / 5 (17)

Ease-of-Use

4.5 / 5

Value for Money

5.0 / 5

Customer Support

5.0 / 5

Functionality

4.5 / 5

Last Review Written

February 4, 2021

Pros/Cons

  • Pros

  • Super User Friendly. Amazing program we could not live without. Keeps you point with tasks, follow-up, and so much more.

  • Easy to use and intuitive. Get's all your information in a digestible, secure format.

  • Cons

  • A couple of glitches, but the support team is OUTSTANDING!!!

  • Not too much to complain about, at first it was difficult to upload clients and prospects, but now we have the hang of it.

Pricing

Pricing Range

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Product Demo & Screenshots

Product Demo

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Advisor Recommendations & User Awards

FrontRunners

The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.

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Additional Info

Ideal Customer Size

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Support and Training

Support

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Training

In Person

Live Online

Webinars

Documentation

Videos