I have used this solution for a number of customers and found it simple for the clients to use as a CRM for estimating and communications. Review collected by and hosted on G2.com.
When doing a deeper dive to set up marketing templates, realised you have to pay even more to simply adjust your templates !! A big mis sell to me also using Zapier to drag information into the platform did not work, so issues in pushing the correct data you want for your clients in the solution and was unable to resolve, with both parties blaming each other. Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.
