
EVERYTHING. It takes a little time to set up, but we now have Automated nurtures set up for all types of leads. The tracking, follow up, and transaction management is easy to use once set up, and leads flow seamlessly through the system. No other CRM has such robust Transaction Management built right in. I LOVE that our clients can see all of our tasks (the ones we mark visible anyway). I've been an EA/DOO for a top producer for 12 years, and my only regret is that we didn't convert to Brivity sooner. Review collected by and hosted on G2.com.
Almost nothing. The website builder is different to learn from WordPress, but not oppressively so. Review collected by and hosted on G2.com.