Manage client relationships and firm activities with this comprehensive CRM mobile app. Features include secure login, contact management, task organization, and calendar integration. Stay updated on your practice with a streamlined interface designed for financial advisors.
What We Love
- 🚀 Game changer
- 👍 Great interface
- 👍 Intuitive and easy to use
- 👍 Excellent design
- 👍 Flexible and easy to use
- 👍 Beautiful platform with all the features
Room to Improve
- 🐛 Constantly crashes
- 🐛 Problems loading and glitches
- 🐛 Paid integration not working
- 🐛 Horrible phone app
- 🐛 Cumbersome to use vs browser version
- 🐛 Freezes after login
- 🐛 Worthless mobile app
