I love the simple overview and ease of use - its the first CRM/pipeline i’ve been using "correct" and kept up-to-date. The daily emails with "focus"-areas is also great.
It is rather tough to get used to the literally one-page view concept. Still too new to tell, but not seeing much on the integration side of things yet either.
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 love the simple overview and ease of use - its the first CRM/pipeline i’ve been using "correct" and kept up-to-date. The daily emails with "focus"-areas is also great.
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...
It is rather tough to get used to the literally one-page view concept. Still too new to tell, but not seeing much on the integration side of things yet either.
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...