
The interface is very clean and appealing, making it easy to learn and use. I rely on it daily to track a wide range of details for my life insurance clients, health insurance clients, and for general office tasks. Whenever new features are introduced or I have questions, customer support consistently proves to be outstanding—always helpful and friendly. Review collected by and hosted on G2.com.
I do wish there were a simpler way to automate messaging to clients without having to rely on an external program that requires an additional payment. However, to be honest, there isn’t much that I dislike overall, and the things I appreciate about the product definitely outweigh the negatives. Review collected by and hosted on G2.com.
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