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Ratings & Reviews

Overall Rating

4.62 / 5 (576)

4.01 / 5 (1,180)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.5 / 5

3.5 / 5

Customer Support

4.5 / 5

4.0 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

July 24, 2020

August 7, 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

  • I loved how the application was super easy to use. The navigation part of the application, made my daily workflow easier.

  • Easy to use , customer service is quick and easy to contact

  • Cons

  • The system works well, though it does take some time to get through and learn the software initially.

  • There are some functions in the claims processing that are a little confusing but the support services are great when we call the help desk in walking me through the process.

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

FrontRunners

2020

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

54 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots