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795 Review
63 Karma

Review on Beauhurst by Greg Roberts

Revainrating 5 out of 5

Easy to use and simple yet effective CRM

The layout makes it easy for me as an accountant or bookkeeper in my current role (and also looking at moving into another accounting / finance related job) - I can see all details about each client/company that we have contact with easily which helps keep track if they are good clients etc so i don't need too many reminders! It would be nice being able add notes but this isn’t available currently either via email nor through their website? Also sometimes there will not appear any recent activity when you click "view" button next time after logging out & back again however clicking refresh does work just fine though!! This has been great over our last couple years working together especially since most accounts aren;'e always up date due mainly because people forget them otherwise its hard enough keeping everything updated manually anyway without having software do some heavy.

img 1 attached to Beauhurst review by Greg Roberts



Pros
  • very organised,
Cons
  • Some cons