What does the company do well? I like the automation. If I set up my workflows and templates correctly, my task time is significantly reduced. Just a couple clicks versus several.
What does the company not do well? Being a Realvolve user requires a lot of time, patience and a very tech savy user. To me, creating templates feels a lot like writing code because of the merge fields. That's a double edged sword, because those codes are what automate and make the program great. Other dislike is that the sources don't copy over for contacts that are linked to each other. The tags are, but not the sources. Strange.
What do you wish you had known about the company before using? The benefit for me as a transaction coordinator is the time saved in automation and the checklist keeping me on track.