The ability to integrate all of our clients and create templates to upload every time a new client joins. This allows me to add multiple in a short amount of time and stay organized with them all. I put all of the client information in for all employees to view and this leaves no confusion for any parties. Review collected by and hosted on G2.com.

There can be service issues from time to time when the system goes down. This is the main form of management we use so it slows us down. But it's rare. Review collected by and hosted on G2.com.