Cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.
Nutzerbewertungen filtern (1)
In Betracht gezogene Alternativen:
Kommentare: I use this to manage communication with clients and as a CRM
I love the client portal available in this software as well as the amazing support. It is being sold to Iris so I hope the support continues.
I dislike the dates and date functions for tasks. It constantly perplexes me and I don't trust that the tasks will be set up correctly (I constantly check)