MH
Michael H.
Sales Consultant
Financial Services
Enterprise (> 1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"My experience with genesis"
What do you like best about Genesis?
I love how genesis has real-time saving on known clients information updates and applications that are being put on. Genesis also is great at going between the home screen and service browser Review collected by and hosted on G2.com.
What do you dislike about Genesis?
Genesis does not track clients that you put into the system to pull information and save them as contacts. When you are busy servicing several clients at once it would be helpful to have them saved as you search there name Review collected by and hosted on G2.com.