Workflow included when the system works, daily reminder of who to contact. This could be a great tool if all functions as it is supposed to. I am disappointed. I invested so much money and time, I don't have the courage and time to learn a new system.

Workflows - they are amazing and keep the business detailed for all parties so we do not miss a beat! I love the dynamic "groups" too - really helps makes the deal go smoothly.

Realvolve was probably one of the better task management systems I've ever used. It allowed us to set up work flows, assign users to certain tasks, and then set up campaigns that sent targeted emails to certain clients based on their actual needs vs. just blasting everyone with the same information. I enjoyed the ability to check off my part and then it would instantly kick it over to the next person in the chain of events so we were all on track. It made adding clients simple and then adding additional family members or spouses later. Many CRM systems don't allow you to drill down on client information quite as far when creating a marketing campaign, or even just sending holiday cards, but realvolve made that very quick and simple.