Review on Max by Seany Greer
Great solution - good integration between Slack/Zopim
The most helpful thing about Max is that it allows us to create different profiles with each member in our team so we can tailor their experience accordingly.
It's also very easy to set up new members or people who aren't familiar with the platform yet. I would love if there was an option to have more than one profile (if needed) but not all users are required to use Max at once, which makes sense for the product as well! We've been able to eliminate many manual processes by using Max across multiple offices and teams.
Pros
- Super intuitive interface
- Easy onboarding process no need much technical knowledge.
- Mobile app works great too..and even has some extra features you don' t see when accessing via desktop version like saving quotes/invoices directly from your emails into specific projects folders etc.etc..all without any coding skills really!!
- Ability To manage client files separately vs master
Cons
- Some cons
