A perfect answer to managing clients and finances for small businesses.

What are the best aspects of this product?

I like its ability in managing my business in different angles. Whether it's acquiring leads, managing clients, dealing with projects to handling expenses, and managing income via calendar/e-mail integration, it's an all-out solution. A software Workflow section is available for automating follow-ups/reminders/e-mails of a project timeline. This can be anywhere from cold calls to sales to follow-ups. This system was purposely done for those requiring an extensive yet simple solution.

What aspects are problematic or could work better?

Its mobile app lacks certain financial functionality that I'd like to work on my smart device. For example, sending out an invoice or monitoring expenditures in real-time. It's like an additional app for handling the only people I want: my customers.

What specific problems in your company were solved by this product?

It's pretty much the same thing I mentioned in the Pros section. I'm hardly good with paperwork and dealing with business finances. Thanks to its auto invoicing, PayPal collection, and management of my info, it assisted in resolving the admin portion of my work. With that, I can shift my attention to customer support and my work.

Are you a current user of this product?

Yes