Ratings & Reviews

Overall Rating

4.61 / 5 (570)

4.76 / 5 (19,513)

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

May 20, 2020

June 3, 2020

Pros/Cons

  • Pros

  • Easy to use, user friendly interface and my clients enjoy the convenience of it. Also, I LOVE that it alerts my clients of upcoming appointments, which makes my life easier.

  • I love the ease of use and that I can use it to immediately store details of clients . I love that I get their phone number as well as not everyone uses Skype

  • Cons

  • The interface is a bit clunky on the phone, but they are working on it. Other than that, I don't have any issues.

  • There is no APP for smartphones, though they do have a web-app that allows you to access info. This is okay, but would be quicker and easier if there was a full app to access the schedule.

  • Pros

  • Love the ability to keep all my files in the cloud and access them from any device, anywhere. Drive is very easy to use too.

  • I love that this program very organized and its ease of usage

  • Cons

  • It can be difficult to find what files are taking up your storage quota. The web UI is pretty but has been much slower in my daily use. It's improving but still laggy from time to time

  • I love it, nothing to add here. The app could be a little better organized

Pricing

Pricing Range

Advisor Recommendations & User Awards

FrontRunners

N/A

FrontRunners

2020

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