The ability to do all of these functions in one place makes it much easier than doing them separately. There is also an easy way for you to go back and change or update things that were done incorrectly. I would love if there was more integration with Salesforce so we could have some of our data directly from CRM into this tool instead of needing two separate tools. If I am looking up information about my clients, then I can use both of these applications simultaneously without having to log out and switch between different apps. This allows me to keep everything organized in one location.