Dialaxy makes it easier to keep client calls organized when handling several assessment-related inquiries at the same time. I can refer back to previous conversations instead of depending completely on memory or separated notes. Review collected by and hosted on G2.com.
I would like to see more flexibility in organizing calls by client stage, such as initial consultation, document collection, review, revision, or final follow-up. That would make it easier to separate conversations when managing clients at different points in the assessment process. Review collected by and hosted on G2.com.