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Ratings & Reviews

Overall Rating

4.53 / 5 (115)

4.36 / 5 (102)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.5 / 5

4.0 / 5

Customer Support

5.0 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

October 17, 2019

August 6, 2019

Pros/Cons

  • Pros

  • I love how well the product organizes my dashboard. I work with multiple clients, so it's nice to have all the emails that are associated with one account on one dashboard.

  • The ability to go deeper into organizing my emails and obtaining a Zero inbox was superb. It was easier than using tabs, files, stars, etc...

  • Cons

  • It was a little clunky to set up & took awhile for me to understand & cater towards my needs/workflow, but the customer service team is always ready to help. More Resources for setup would be good!

  • I wish there was a mobile app so that I could carry the experience across my work environments, but I am assuming this is in the works and will be made available in the not too distant future.

  • Pros

  • The product is customizable and affordable. The customer service is prompt and thorough.

  • Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration

  • Cons

  • The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!

  • The only area we would like to see improved is Case handling. I think the software could be a little more intuitive and automated when is comes to customer communications.

Product Demo & Pricing

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Advisor Recommendations & User Awards

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Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

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