What does the company do well? Integrated CRM and financial system provide a quick start up for integrated management of clients across departments. Easy to navigate through different modules and menus; once you learn how to use features you know how to use them across the platform.
What does the company not do well? Functionality that is quite common (and expected) in other cloud based systems is not available. Clunky email integration, customization is not easily managed without developers (simple page views, etc). It seems like some functionality was added based on requests by clients but was not fully vetted to ensure it checked all the boxes and worked as intended.
What do you wish you had known about the company before using? Technology lags behind other systems; CRM provides basic capabilities, but is not robust as other systems.
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