I love how easy it is to categorize my clients and track their benefit plans and enter in contact and interactions with them. The layout is appealing and it is very easy to maneuver within the system. I love to be able to schedule follow-up appointments or activities and the process is completely smooth. Review collected by and hosted on G2.com.

The only downside I've experienced thus far is the lack of integration with other systems. This would be a huge enhancement and save much time if the information in the website could translate to other programs I utilize. Review collected by and hosted on G2.com.