
I use SuperOffice CRM to record all of our customer information, including all the contact moments and visits, and it integrates with ValidSign for sending contracts. I like having all the info in one place, providing a good overview, which is especially beneficial for account managers as they can find all about their clients in one place. I find it easy to use, and I appreciate that I can edit it to our liking, so we only record the information we need without unnecessary fields. We also add dashboards as needed. I wasn't around for the initial setup, but every other update was perfect, with help available when needed and workshops to start with new features. Review collected by and hosted on G2.com.
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