Ratings & Reviews

Overall Rating

4.30 / 5 (789)

4.92 / 5 (13)

Ease-of-Use

4.5 / 5

5.0 / 5

Value for Money

4.0 / 5

5.0 / 5

Customer Support

4.5 / 5

5.0 / 5

Functionality

4.0 / 5

5.0 / 5

Last Reviewed

June 17, 2020

April 8, 2020

Pros/Cons

  • Pros

  • Love the scheduling. I like that it shows where they should be and I can actually put the approximate time they should be there.

  • Excellent customer service. It's also cool that I can customize my charges.

  • Cons

  • It's never fun setting up software it wasn't difficult but it was a little bit time consuming. Once everything is set up it pretty much runs itself though.

  • There is nothing currently that i dislike but MHD, but I would love to see this product communicate better directly with other software that we are using.

  • Pros

  • Too many to list but they've virtually thought of everything from the automation, to the richness of the emails to the process and customer service

  • Literally the easiest, well organized program. If you need assistance, someone is always there to respond within an acceptable time frame.

  • Cons

  • Some issues early on with Firefox that continue to challenge certain info input but the software works well as designed in Chrome.

  • I never heard about this system until i was well and truly into another CRM. The initial training is complex , but much needed, and a few additional features could do with being added

Pricing

Pricing Range

Advisor Recommendations & User Awards

FrontRunners

FrontRunners

2020

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