What are the best aspects of this product?
private portal pages
flows (automated triggers and action)
white label options
unlimited contacts
built in email marketing, invoicing
What aspects are problematic or could work better?
speed and loading of pages sometimes lags unexpectedly
What features/services would you like to see in future versions of this product?
continued development of roadmap
more detailed reporting (on roadmap)
ticketing/support service for clients (on roadmap)
What specific problems in your company were solved by this product?
Having a solid workflow that guides the customer in a journey. Practically everything can be automated. Everything from when a user fills out a form a series of triggers occurs. Getting started with existing clients is easy to because we can drop them into the CRM and automate triggers based on various steps along the journey.
Are you a current user of this product?
Yes
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