I like how my clients are categorized. I know who to call and when. Review collected by and hosted on G2.com.
I'd like to see a task list added for each transaction. Review collected by and hosted on G2.com.
I like how my clients are categorized. I know who to call and when. Review collected by and hosted on G2.com.
I'd like to see a task list added for each transaction. Review collected by and hosted on G2.com.

It is really easy to use, interface is very pleasant. Review collected by and hosted on G2.com.
There is really nothing to dislike about it. Review collected by and hosted on G2.com.
If you are a Buffini believer, this is a must have! It is a great database manager, and it follows the methods that Buffini preaches. It also has all of the other features of Buffini and Co built in so it is easy to send out IOV straight to your people. Review collected by and hosted on G2.com.
There are a few features that I do use and kind of get in the way. Because there are so many things I could add to each contact, I waste time sifting through the ones I do not want to fill out. Review collected by and hosted on G2.com.
Seeing my active, closed and the business in my pipeline! Review collected by and hosted on G2.com.
Sometimes I have difficulty with the mobile version - but a phone upgrade will likely solve that problem Review collected by and hosted on G2.com.
Constant approach on what contacts I make & what new contact it creates!!! Review collected by and hosted on G2.com.
No dislikes of the program except my remembering to enter it all. Review collected by and hosted on G2.com.