
Having on hand a software that allows you to keep up to date and monitor our customers is important. With this easy-to-use tool we have managed to fully integrate our business model. We have used this software to serve our loans and participations in other businesses and it really fulfills all its purposes. It allows you to import and export data in a very easy and simple way without having the search options that are really good. A tool like this is never too much in companies and businesses that participate in investments or manage loans with their customers. It is an easy way to keep accounts receivable. Review collected by and hosted on G2.com.
Like all software, this tool presents small details that do not allow it to be unique in its kind. sometimes, since it is a software, it is slow to load data. The ability to generate reports is limited. Loan participations are sometimes difficult to configure. It is a fairly complete package however there are options that we would like to have on hand to better customize the generated reports. Review collected by and hosted on G2.com.