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Marketcircle

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160 reviews
  • 2 profiles
  • 4 categories
Average star rating
4.5
Serving customers since
1999
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Attio

16 reviews

Product Description

Attio gives you everything you need to build the perfect relationship management tool for your team.

Profile Name

Star Rating

129
32
6
0
3

Marketcircle Reviews

Review Filters
Profile Name
Star Rating
129
32
6
0
3
Philip M W.
PW
Philip M W.
Certified Financial Planner™ Registered Life Planner™
12/15/2019
Validated Reviewer
Verified Current User
Review source: Organic

CFP™ using Daylite for years.

I love being able to build my practice around Daylite, using custom built forms. Linking tasks, mails, projects, tasks, and files, is essential.
LS
Laurie S.
12/14/2019
Validated Reviewer
Review source: Organic

Runs my law practice

I’m a solo attorney & Daylite handles all of my appointment & contact details. The connection/sync to Billings Pro is a snap, meaning I can send professional invoices nearly instantly. I can handle conflict checks easily, Bill email without leaving Apple mail and attach my emails to each of my cases and contacts.
Tyler W.
TW
Tyler W.
President at Dale Carnegie Training of Baton Rouge - The Winner Institute
12/13/2019
Validated Reviewer
Review source: Organic

Best CRM Ever

Intuitive to use and handles most all situations out of the box

About

Contact

HQ Location:
Ontario, Canada

Social

@marketcircle

Details

Year Founded
1999