Review on STRATEGY! by Jason Taylor

I like that you can create surveys to ask questions of your clients, and then send them directly from within the system as well. It's easy for me to navigate through all aspects of my work with this software. My only complaint is that it sometimes takes too long to load or refresh when I'm working in another window. This isn't something that happens often, but occasionally there are times where everything will just be slow loading. I love using Strategy because it saves time by reducing paperwork/paperwork and allowing me to focus more on client needs than managing paper documents.