Total 2 reviews

4

All reviews are from verified customers

Rating Distribution

5

Stars

50%

4

Stars

0%

3

Stars

50%

2

Stars

0%

1

Stars

0%

Satisfaction score

Ease of use

9

Value for money

8

Customer Support

8

Functionality

8

NB

Natasha B.

Financial Services, N/A employees

Less than a year

3.0
January 2024

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

JC

Jamie C.

Financial Services, N/A employees

Less than a year

5.0
April 2023

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