Financial Services, N/A employees
Less than a year
“Disappointed with this”
Pros
The Task Manager was really helpful. It helped me stay on track and make sure I met all my scheduled appointments.
Cons
The emailing system wasn't user-friendly and the auto-correct feature was pretty bad.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
6
Functionality
6
Financial Services, N/A employees
Less than a year
“A CRM I actually like”
Pros
I love how everything flows smoothly from the lead stage, to the loan and then the post-close follow up. It has everything I need in one system like lead tracking, realtors, POS, doc collector, pre-approval, credit, AUS, dialer and drip marketing.
Cons
I think the marketing content is still limited since they're new but they're adding new content every week.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10