Task triggers. I live in account management, and being able to set criteria that determine if a customer is due for follow-up is a game-changer. It allows me to keep my calendar open for meetings, while also keeping me on track and accountable. It also has stopped me from forgetting about follow-ups. It just doesn't allow for that to happen, because of how we've programmed the triggers. Simple stuff like 'if no inbound or outbound communication has been receive for 4 days, set a task' has really changed the game for how I handle account management and how I prioritise my own memory. Additionally, triggers have made a lot of the repetitive notifications to business partners become completely automated. I'm using automation logic to notify business partners about status changes to shared opportunities with near zero-touch, which they love.

It is effortless to use and logical. It is a great way to track projects and also to determine productivity for my team.

Connectivity between each module is great.