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.

Nós adoramos a capacidade de acessar rapidamente e com segurança as informações dos nossos clientes de qualquer lugar! É fácil de gerenciar, voltado para nossa empresa de serviços financeiros e mais acessível do que outros CRMs de marcas conhecidas.

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.