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Ratings & Reviews

Overall Rating

4.53 / 5 (301)

4.51 / 5 (15,925)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

April 6, 2020

April 6, 2020

Pros/Cons

  • Pros

  • I like everything about this software! Easy to access and use, super convenient!

  • The app is really great, and I like it more than zipforms and docusign on the go.

  • Cons

  • It can be a little difficult to get the hang of at first, but the customer support team is great to help learn the ropes.

  • The cost is a bit cumbersome for our small brokerage, however, it does pay for itself as long as we have business.

  • Pros

  • I LOVE LOVE LOVE that it is simple and easy to organize my thoughts and projects with this software!

  • It's easy to use, it has a great user interface and its easy to use it even with no experience at all!

  • Cons

  • A very useful tool but not well developed for new functionalities.

  • The only cons that the tool has is to duplicate cards, although it is possible, it is necessary to copy the checklist manually, for example. Even so, the tool serves very well.

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