What are the best aspects of this product?
Ease of use and option to customize based on your specific need. On line trading and being in an industry which is closely monitored and regulated means that you have strict rules, policies and procedures to follow as far as customers and funds received. Having a customizable CRM means that you can adopt all new regulatory directives adopted
What aspects are problematic or could work better?
deliverables of new custom solutions applied. I understand that this is not always an easy task
What features/services would you like to see in future versions of this product?
new modules for reporting purposes
What specific problems in your company were solved by this product?
classifying and categorising all clients registered
Are you a current user of this product?
What is your role with this product?
How long have you been using this product?
What is your company size?
What is your industry?
Did your company use a different software before this one?
What software did you use before?
Why did you decide to change it?
Are you satisfied with the change?
How did your company implement this product?
How long did it take to set up this product?
less than 1 hour
How many people in your company actively use this product?
What is the primary use of this product in your company?
What was the cost of implementing this product?
What is your total annual cost for using this product?
How long is your contract with the vendor?
Did you get any discount for this product? How much?