a great solution
Rating: 8 out of 10
IncentivizedUse Cases and Deployment Scope
It's a great CRM solution for our business - Allows us to have access to client data and all my employees to stay on task and up to date on our client's situations. We use it for daily tasks, notes and appointments. It allows all of my employees to be on the same page, which is important!
Pros
- organized
- user friendly
- effective
- helpful
- transparent
Cons
- More user-friendly mobile app.
- Easier connection to Outlook's calendar.
- An easier way to track referrals.
Likelihood to Recommend
Great if you're looking for a helpful and interactive CRM. It will allow you to stay on task and make important notes for your clients and their accounts. It allows your whole team to work together effectively and easily. There is obviously some room for improvement but overall we have no complaints and will continue to use this program!