I like the flexibility compared to our old system, especially the way it helps us visually organize and present client details instead of relying only on reports or spreadsheets. The pipeline view is a good example, and we’ve also been able to tweak parts of the system to better fit how we work.
Most of all, I appreciate the people behind the product. Samuel Osei and Vinil have been very responsive whenever we reach out, and they’ve done a great job providing customer support. When we suggested a new integration with GReminders they worked with them to help make it happen.
We take advantage of the NABIP pricing and pay annually. It does save us a bit over the system we used before per seat. However, our overall spend has increased because we can use more features that are the pay as you go kinda things like email marketing or we use the concierge service to help with our initial data migration or monthly commission statements. Generally speaking, the system performs well and we haven't had many system outages or things like that that I can remember. Análise coletada por e hospedada no G2.com.
Every system has quirks or limitations or limitations which anyone who has done software development knows that there is a balance between pushing new features and keeping the production system running. I think the biggest challenge is more around bandwidth for them to implement all of the "great ideas" that come their way which is really code for "features that person wants custom built." In a perfect world, they would be able to have two development teams. One who review existing features and optimize, refine or improve them and the other team develops new ideas from concept to creation. But who knows - maybe they do or have an even better way of working on the backend. Análise coletada por e hospedada no G2.com.
