The best part of CRM Connect is all of your clients information is in one spot. Email addresses, quick links to email, phone numbers in one place are all plusses. The ability to list your contact notes for reference is extremely helpful when reviewing items for follow up or to do list. Review collected by and hosted on G2.com.

It's taken a bit of time to learn all the functionalities of the system. Some things are intuitive, others not so much. Review collected by and hosted on G2.com.