The ability to have my CRM in one place has been great for me as I can manage tasks from any device or location easily! There are options within the system itself but sometimes it's hard to find them all while using mobile devices/tablets etc.
It would be helpful if we could see everything at once rather than having to scroll through lists of things (if you're like us!). Also, when searching items there needs some work done before results show up - maybe add filters? Overall though this is an easy way to keep track of our contacts via email addresses, phone numbers, websites visited plus other important info about each contact so they don't get lost between different applications. We use this across team members who operate independently yet share information together without sharing emails / accounts which makes management super simple! Our business partners also love how much more efficient their communication flow becomes due to being able to access relevant notes.