Workflows are great. This is a CRM for the suppoert team. UIRecord ID is a great data point for matching. Easily integrates with our custodian. It is robust without being too overwhelming.

Nos encanta la capacidad de acceder rápida y seguramente a la información de nuestros clientes desde cualquier lugar. Es fácil de gestionar, orientado a nuestra empresa de servicios financieros y más asequible que otros CRM de marcas reconocidas.

They are constantly improving. While they may not have the cleanest look or have the newest technology, they truly hear your input and try to find a way to improve their tool.