Review on Credz by Joel Miranda

The dashboard, user interface, functionality to connect with other systems / applications has really helped us manage our client's account in an efficient way without any confusion. No dislikes at all! Would like more integrations though - currently only Salesforce CRM available (which we do not use). Also would be nice if they could sync up better with Google Docs or Dropbox so that it becomes easier to create templates & share documents from one place. Great tool which helps me streamline my job duties as well by making sure I'm doing everything right and nothing twice!!