I love using this software because it helps me track all my interactions with clients in one place! It's also helpful for tracking new accounts as well (and creating them if need be).
There are times when you have multiple tabs open from different sources but can't see which ones contain client information or not - so keeping an eye out while working through tasks would help keep things organized more efficiently than having several windows opened each time something comes across your desk/inbox etc.? Having said earlier though; there really isn't anything wrong about what we're doing here other then maybe some minor tweaks needed? We've been able fix most issues without too much trouble since implementing our system via gaiinsights!!