Overview |
Overview |
Platforms Supported |
Platforms Supported |
| Web Based |
Web Based
|
| iPhone App |
iPhone App
|
| Android App |
Android App
|
| Windows App |
Windows App
|
Support Options |
Support Options |
| Online Support |
Online Support
|
| Phone Support |
Phone Support
|
| Video Tutorials |
Video Tutorials
|
Pricing |
Pricing |
Starting From |
Starting From |
|
US$65,00/month
|
|
| Subscription |
Subscription
|
Reviews |
Reviews |
| Overall rating |
Overall rating
|
| Ease of use |
Ease of use
|
| Value for money |
Value for money
|
| Customer support |
Customer support
|
Features |
Features |
| Action Management |
Action Management
|
| Action Planning |
Action Planning
|
| Asset Management |
Asset Management
|
| CRM Integration |
CRM Integration
|
| Calendar Sync with Google |
Calendar Sync with Google
|
| Client Management |
Client Management
|
| Client Portal |
Client Portal
|
| Contact History |
Contact History
|
| Customizable Branding |
Customizable Branding
|
| Dashboard Creation |
Dashboard Creation
|
| Data Import |
Data Import
|
| Data Migration |
Data Migration
|
| Demographic Data Collection |
Demographic Data Collection
|
| Document Management |
Document Management
|
| Document Storage |
Document Storage
|
| Document Templates |
Document Templates
|
| Email Integration |
Email Integration
|
| Microsoft Outlook Integration |
Microsoft Outlook Integration
|
| Multi-Channel Communication |
Multi-Channel Communication
|
| Portfolio Management |
Portfolio Management
|
| Records Management |
Records Management
|
| Reporting & Statistics |
Reporting & Statistics
|
| Search Functionality |
Search Functionality
|
| Secure Data Storage |
Secure Data Storage
|
| Social Media Integration |
Social Media Integration
|
| Task Management |
Task Management
|
| Third Party Integration |
Third Party Integration
|
| To-Do List |
To-Do List
|
| Workflow Management |
Workflow Management
|
Integrations |
Integrations |
| Constant Contact |
Constant Contact
|
| Microsoft Outlook |
Microsoft Outlook
|
| NetX |
NetX
|
| ShareFile |
ShareFile
|
