Organization not only for customers but internally as a team. The helpfulness on notes and making sure you don't miss anything in the meeting. The system generating reasonable tasks after the meeting is a very nice feature as well. Kevin and Eric have been amazing and the open line of communication and customer support is 2nd to none. Review collected by and hosted on G2.com.

I would like to get emails and non recorded calls being able to implement into the system. Right now, we are connected via Netsuite so with that, if all notes could be transferred that would be helpful. Review collected by and hosted on G2.com.