What I find most helpful is the call summary—it’s a huge time saver. It also frees up my brain so I can stay focused on the client, instead of getting bogged down in after-call work when completing an intake. Review collected by and hosted on G2.com.

I dislike that Balto gives me the same reminder call after call, and it isn’t always relevant. Because of that, I end up tuning out the recommendations since many of them don’t feel accurate. Review collected by and hosted on G2.com.