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Review on The Trainers Advisory Network by Charles Barney

Revainrating 4 out of 5

An easy-to use CRM system plus great customer service

I appreciated that there was an option for you to set up your own data fields. Some people may not like having all their information stored in one place. This helps keep all personal info separate from business related details. There is nothing about this software I dislike at this time. If it were my choice I would have been more specific when setting things up. For instance, I do think there should be some way to add notes or something similar to each account/contact so we can see what issues they are experiencing if any. Try using it before deciding whether or not to continue with it because it has many benefits!

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Pros
  • I like that it is a one place to see all your info, set up your own fields, and it is a one time set up
Cons
  • I think it is a personal info and I would like to see it set up so