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.

Nous aimons la capacité d'accéder rapidement et en toute sécurité aux informations de nos clients de n'importe où ! C'est facile à gérer, orienté vers notre entreprise de services financiers et plus abordable que d'autres CRM de marque.

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.