What I like most about Ohanafy is its ability to handle combined client‑vendor relationship management within the same workspace, which fits our Santa Fe Digital Labs agency workflow really well. Most CRMs I’ve tested are built mainly for sales lead tracking, and vendor management is treated as an afterthought. Ohanafy lets us store paying clients and freelance vendor partners side‑by‑side, and I can directly link vendor profiles to the exact client projects they support. This paid off big during our busy summer campaign season, when we were running multiple parallel brand projects relying on a whole roster of freelance designers and copywriters. Before Ohanafy, account managers had to jump between FileCloud, spreadsheets and chat threads just to pull up vendor contact info and past feedback. After linking each vendor record to its matching client profile inside Ohanafy, account managers could open a client record and instantly view assigned vendors plus historical collaboration notes all in one spot, cutting down tons of cross‑system chasing. I also appreciate the straightforward permission controls. I can give our project delivery team read‑only access so they can look up client and vendor contact details they need for day‑to‑day execution, while locking away sensitive financial and pricing data only for sales and operations. This proved valuable when one of our project leads needed vendor contact details for a fast‑turnaround deliverable; they got what they needed without any risk of accidentally altering critical account information. That said, permissions don’t support fine‑grained field‑level locking, so I still have to stay careful when assigning roles. Overall, the native capability to tie clients and vendors together securely in one shared workspace is Ohanafy’s biggest strength for our mid‑size agency operations.

Support was the number one factor in our decision to move to a new software company—and Ohanafy has exceeded our expectations. From personal experience, their support is truly top-tier. The team is always available, responsive, and best of all, it's real people—local and live—who understand our needs. The software itself is incredibly flexible. We’ve been able to easily customize it to track the specific fields and data that matter most to our business. That kind of adaptability is rare and invaluable. Another standout feature is the real-time data access. Everything is live, which means we’re always working with the most current information—no delays, no syncing issues. Overall, Ohanafy has been a game-changer for us.

Continually developing beverage management software with excellent customer service.