Easy to use for the most part, but the training is definitely beneficial. Technical support is second to none.
Capterra
Smooth and the functions are very good to use.easy to contact the client and close if the process is also good.
Capterra
The software does NOT work with QuickBooks as we were lead to believe which was the biggest factor for us when we decided to purchase.
Capterra
Sometimes data gets lost due to network problems.
Capterra
Customer support is great, very friendly, so helpful and very knowledgeable and always there to help no matter what.
GetApp
Great features like Re-assign of calls when you can't complete the task, attendance, dashboard calendar like there are many great features.
GetApp
Some simple things such as multiple emails being sent a quote at the same time is frustrating.
GetApp
Unable to remove unwanted fields. Auto pick based on customer name not functioning.
GetApp
Comprehensive CRM package at a reasonable price.
Software Advice
Easy to use a good UI small in size anyone can use it. My job is easy but sometimes it's not working.
Software Advice
Not easy to customize, some aspects are stilted, different platform versions are inconsistent.
Software Advice
Sometimes data gets lost due to network problems.
Software Advice
The only redeeming side to this software is it works in conjunction with Quickbooks for payroll and billing. (At least at first) Customer service was always readily available even if they had no clue what was needed to solve an issue.
G2
Easy to use and configure platform, also the system is well designed and provides custom made solutions
G2
Do not work most of the time and in extremely busy times it fails us a lot.
G2
Easy to use and configure platform, also the system is well designed and provides custom made solutions
G2
