
I like being able to create contracts, invoices and send welcome emails on the same platform. Also, being able to chat live with both clients and contacts within the software. It is good to customize the portal to my brand. The client portal allows clients to access files, invoices, and contracts. Being able to create forms and questionnaries to gather all of the clients information that I need.. Review collected by and hosted on G2.com.
Unable to connect my bank account and use it for accounting as it does not follow the system of the country I live. Review collected by and hosted on G2.com.
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