
WP
Wade P.
Managing Director
Investment Management
Small-Business (50 or fewer emp.)
"Fileboard - Keeping track of new business"
What do you like best about 20 Miles?
The idea of tracking and following how and if clients/prospects are connecting with us over e-mail. It's helpful to see who is connecting and what they are viewing. In the past it was more of a send and hope. Review collected by and hosted on G2.com.
What do you dislike about 20 Miles?
The work flow and naming convention are a little clunky at first, but once you know what you are looking for, it's pretty easy to set. Review collected by and hosted on G2.com.