I like how detail views are available from most places; call logs, projects, tasks, notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One...
Basic reporting - no "bells and whistles" / "fancy" reports
1. Ease of importing contacts from Outlook. 2. Leaving a client appointment and typing in my notes and follow up tasks while I'm in my car. Ideas and meeting takeaways are freshest in my mind immediately after appointment. 3. MS Outlook plugin. Since...
Where do I begin? There were so many features that were so buggy, I simply could not use them. Macros, Zoho Docs, Custom Field Mapping are just a few of the features that were so buggy, I had to report them to support. And their support is their...
I like how detail views are available from most places; call logs, projects, tasks, notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One...
1. Ease of importing contacts from Outlook. 2. Leaving a client appointment and typing in my notes and follow up tasks while I'm in my car. Ideas and meeting takeaways are freshest in my mind immediately after appointment. 3. MS Outlook plugin. Since...
Basic reporting - no "bells and whistles" / "fancy" reports
Where do I begin? There were so many features that were so buggy, I simply could not use them. Macros, Zoho Docs, Custom Field Mapping are just a few of the features that were so buggy, I had to report them to support. And their support is their...