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1 Level
1334 Review
50 Karma

Review on Unit21 by Michael Boyce

Revainrating 4 out of 5

Great product for keeping all customer documents together and organized

I like that we can keep track with our customers (KYCs) in one place without having many different apps or platforms open at once; it's great! It would be nice if there was an option similar to "send" where you could send certain alerts/notifications directly instead of using emails as well - but this isn't something specific about unit 21 so not sure why they wouldn't consider adding such functionality.

img 1 attached to Unit21 review by Michael Boyce

We've been able to streamline processes which has helped us improve efficiency within our organization by 10% since implementing Unit21.

Pros
  • Easy UI
  • User friendly features for both clients &amp staff alike
  • Flexibility when updating client information, etc.
  • Great support from team members whenever questions arise :)
Cons
  • Sometimes hard time finding answers through live chat.
  • Not all fields are available during Kyc process