Regpack

Sumac

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Ratings & Reviews

Overall Rating

4.44 / 5 (262)

4.38 / 5 (104)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

February 4, 2020

February 8, 2019

Pros/Cons

  • Pros

  • Very easy to use and navigate within the site.

  • Price point is fantastic, Comments session of each person is good. I like color coding by the number of forms completed by clients

  • Cons

  • At times it is a bit complicated to navigate, you have to know what you are doing, but the customer support is always helpful in providing solutions.

  • Our billing department has found the software more challenging to pro-rate and manipulate than our previous service, but other than that, it has been wonderful.

  • Pros

  • The support we get when we have issues is wonderful. The support team is very quick to reply to requests.

  • it is so intuitive, friendly and usable. I have no complaints about the software.

  • Cons

  • The interface is a little cumbersome, but not unusually so for a software in this category.

  • We struggled to get used to the search function at first, though we're used to it now. I wish I could do a bulk upload of communication records, too.

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

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots