Review on SEI CRM by James Richardson

This software has helped me to organize my billing information, create sales leads that are relevant with data-driven lead scoring & nurturing as well as other marketing automation tools like email campaigns which is very convenient! I would not say anything negative about this program because we have had such great success in terms of our organization's business goals thus far - but if it ain't broke don' fix it? It does all things you can think off or imagine. The only down fall right now from using sei crm was finding an expert who could help setup some features i needed/wanted before training myself more familiarized how everything works internally. With expertise comes learning curve so be patient wuth your onboarding process (or hire someone). It helps keep track of billings by individual agent within client account while maintaining visibility into past bills submitted along with current open invoices remaining unpaid. And its also helpful when creating customer service notes I like how easy it is to set up campaigns, and how easy it is to track them. It's also pretty flexible in terms of what you can do with it. It has been easy to learn how to use it, but can be confusing at times. I'm not sure that everyone will find it intuitive. If you're looking for a robust CRM, this is it! We are able to easily keep track of all our clients and prospects, as well as stay organized with all of our marketing efforts.