I love that it allows me to access the info on website and also via app. I think is great to be able to have a platform where I can keep my client database organized. It has ability to keep my calendar with all my appointments and tasks. The best thing is of course being able to keep in touch with my clients with the monthly newsletter. The content is great and updated. Review collected by and hosted on G2.com.
I don’t dislike anything about it, but wish that it would have a section where I can list out all the investment properties that clients have. Review collected by and hosted on G2.com.
Thanks for your feedback! :) We will continue to make updates to our software going forward. We appreciate your review.



