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...
A lot of details can be included under one umbrella. As a content creator, I have been able to add content, get them reviewed, add or remove articles, make substantial changes to our websites, add new members, view task progress, add deadlines for team...
I purchased the Pro software, which apparently includes "Guest access". I spent three weeks getting everything set up with 15 sub boards. I shared the sub board with my client and they couldn't see anything. Because the sub-board is mirroring columns from...
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...
A lot of details can be included under one umbrella. As a content creator, I have been able to add content, get them reviewed, add or remove articles, make substantial changes to our websites, add new members, view task progress, add deadlines for team...
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 purchased the Pro software, which apparently includes "Guest access". I spent three weeks getting everything set up with 15 sub boards. I shared the sub board with my client and they couldn't see anything. Because the sub-board is mirroring columns from...