User friendly tool for making sure you don't miss meetings or lose contacts. The ability to create an audit trail for contacts with clients/customers is ideal and all links back up to your meeting/phone call/written communications. After struggling to find a good organizational tool I found this to be the ideal solution
What do you dislike?
Customer service/company leadership. Too many times I hit a brick wall when discussing suggested improvements or having to negotiate fees.
What business problems are you solving with the product? What benefits have you realized?
Organization of contacts with links to meeting notes, documentation of written letters and email text and contact information. Follow up tasks to make sure I don't forget to call or check in at a certain date down the road. Easily print out entire audit trail prior to meetings to get caught up.
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