This is great solution for managing clients and finances

What are the best aspects of this product?

This is perfect tool for managing every level of my business. Starting from managing clients to the projects, to expenses and income management including email and calendar integration, to getting leads. I like its workflows section because it automatically follow ups or emails or even reminders for a timeline of a project for both cold calls to sales. This is simple and comprehensive solution that meets all our needs.

What aspects are problematic or could work better?

They could add financial aspects within the mobile version.

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

I’m not fond of paperwork and finances so I found this solution extremely useful for my business and thanks to its auto-invoicing and paypal collection and organization of my information I can solve every kind of administrative portion and this means that I have more time to be focused on customers and providing great support.

Are you a current user of this product?

Yes