The fact that it is web based and we can access it from anywhere is its best feature. It's general search features are acceptable but would like a few more screening criteria added for a more efficient search. Having a CRM system is vital to our business. It is my primary function at work so it takes care of a number of my needs.
1. City should be added to the search criteria.
2. If there is a middle initial the they do not come up when we search.
3. I would like a link to the DRE from MACAW.
4. The in ability to save changed due to a duplicate. You get a phone number, an e-mail and an address and then cannot save it because of a duplicate.
5. It would be nice to be able to up upload e-mails into documents.
One system for almost everything involved in our business. I can sometimes see what others are doing.
Instead of Lisa, and Sales force there is no crossover.