What I like best is having customer information and follow-up notes in one place. It makes it easier to pick up where I left off and keep track of what needs attention without searching through separate files or emails. Review collected by and hosted on G2.com.

The interface feels a bit dated, and some simple tasks take more clicks than I would like. Finding certain options can also be confusing at first, so it takes some time to get comfortable with the system. Review collected by and hosted on G2.com.