I had been looking for a CRM-type software so I could stop using a spreadsheet and fourteen different other pieces of software to onboard and keep track of clients and potential clients.

Practice has made this SO EASY. Some of my favorite features:

- It is simple, clear, and straightforward. So many CRMs are info overload and my brain hates that. (And I'm saying this as a part-time web programmer who deals with tech stuff all the time! I have zero fear of technology, but here I need simplicity!)

- I can see all my history with each client easily. Phew.

- I can see all my appointments easily. Phew.

- I can send a simple "Agree to these terms by checking this box" to ANY potential client that is just looking for a simple free get-to-know-me meeting. So important. I don't need to send them a straight-up formal contract but I also can't have nothing. The fact that they simply click the "I agree" box when they make the free appointment is perfect.

- And, once a client signs on, I can then send them the full contract easily, by whatever means makes the most sense. And it's all tracked and kept togther in Practice.

- I really like being able to have the different products and forms. I got rid of Calendly and did not need to buy Docusign because Practice includes the features of both.

I'm still learning more, and I'm sure more features will be forthcoming, but these are what I love the most! Review collected by and hosted on G2.com.

The top recommendation I have is that email reminders to my clients should also include my name in the "from" field so that way my client doesn't overlook them if the email says it is from "Practice" and they aren't yet familiar with what Practice is. I know this may be addressed in a future request, so just waiting on that. :) Review collected by and hosted on G2.com.