As consultants we not only needed a CRM to keep track of our clients we also needed basic project management tools and document management tools so that our various teams can collaborate on common projects but also share information in a sane manner. It has...
This product is only good if you care about telephone sales to individuals. If you do other types of marketing and care about relationships with multiple contacts with a client company - don't waste your money. If you have multiple people entering data and...
I'd have to say the greatest advantage to this system was it's easy setup. I watched a training video, attended a webinar, and called support when I wasn't sure on a thing or two and I was up and running in about a day. I also found it really nice to have...
I wish there was an easier way to navigate. I also want to produce better reporting.
As consultants we not only needed a CRM to keep track of our clients we also needed basic project management tools and document management tools so that our various teams can collaborate on common projects but also share information in a sane manner. It has...
I'd have to say the greatest advantage to this system was it's easy setup. I watched a training video, attended a webinar, and called support when I wasn't sure on a thing or two and I was up and running in about a day. I also found it really nice to have...
This product is only good if you care about telephone sales to individuals. If you do other types of marketing and care about relationships with multiple contacts with a client company - don't waste your money. If you have multiple people entering data and...
I wish there was an easier way to navigate. I also want to produce better reporting.