What do you like best?
Its value if $99/year - a whole ton of animated cards, simple follow plans, a whole load of suggested letters, emails to use. GREAT real time help line!. Very easy to Google sync. I've tried others and come back to.this easy to use CRM. Lots of how to videos right I the program so you don't have to go searching
What do you dislike?
Wheb its saving a file or a change/update to a contact it's a little slow. Also I'd like.to see the address on the same 'Page' as other info bit you have to click to another screen save that then click back to.your original screen. Not really too big a deal as of course the address only gets entered once but it would be nice to see it without the switch back.
Recommendations to others considering the product:
It's a very reasonable CRM and it particularly good for those who don't have one and are starting up a business. They give you a free trial for THREE MOTHS!! to let you see if you like it, which is amazing value
What problems are you solving with the product? What benefits have you realized?
It keeps me on track when speaking to clients. It stops me from losing that bit of info on a piece of paper that always gets lost. Easy to update on cell phone, or desktop.