This app is very archaic for a CRM system, seems like the developer skipped over features that drive sales. I’ve used a lot of CRM systems and this has a lot of potential but fizzles out in the are of features, especially follow up features.
Maps no longer sync seamlessly with the click of the address, no calling or texting feature for the phone numbers, no section or process to go through past appointments without going through each day on the calendar individually, no separation of accounts based on disposition(to rework “No Sales” or “Canceled” appointments or “Sales” for referrals).
This app could be great if the right tools were integrated, until then, I would have a hard time as an organization spending any amount of money on this app when my people will spend more time “trying” to follow up than actually following up. You can do better with other CRM’s until this one takes features more seriously.
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Tista_Jay
SwiftyDevine
Organized Photos Guy