I use INMYTEAM for new clients and prospects, and the CRM has been amazing for my day-to-day tasks and the process after we admit a client. It combines information from different apps and resources, which helps with time management. I like that it integrates with other departments so we can put information in one place and everyone can access it. When I consult with their team, they’re usually helpful and respond pretty quickly. The setup was fairly simple because the support team transferred most of our clients and we had some training. Review collected by and hosted on G2.com.

I think the reports could be a little more customized to what each client wants and needs. I’d also like to view documents uploaded to a client’s profile directly in INMYTEAM without having to download them to my desktop. Review collected by and hosted on G2.com.