Ratings & Reviews

Overall Rating

4.92 / 5 (13)

4.31 / 5 (1,019)

Ease-of-Use

5.0 / 5

4.0 / 5

Value for Money

5.0 / 5

4.0 / 5

Customer Support

5.0 / 5

4.5 / 5

Functionality

5.0 / 5

4.0 / 5

Last Reviewed

April 8, 2020

July 3, 2020

Pros/Cons

  • 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

  • Pros

  • I like the functions of it all. It's very organized, and once you're used to it, it's very easy to use.

  • Ease of use, so easy to use, i enjoy being able to pull it up anywhere at any time.

  • Cons

  • The report builder and dashboards are very powerful, but are less intuitive than other aspects of the platform.

  • Some of the customization isn't as user-friendly as I would like it to be but customer service is always helpful and can usually solve any issue that I have.

Pricing

Pricing Range

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