The most helpful feature is that it helps me keep track of my employees time in order for payroll processing as well tracking their vacation times etc through out our year! I would like some more training with how best utilize this program so we can do everything within one place rather than having multiple programs throughout different departments which are difficult at keeping up-to date & accurate!! We have been able use all functions from scheduling appointments/employees down loadβ¦
Pros
Very organized system to help manage your business efficiently without wasting much needed resources such
The ability for me as an individual agent to be able to see all of my potential clients information in one place is fantastic! It also has many tools that allow me to stay organized by setting up appointments with each client I contact through their profile page. There are some features which could use more work like being able to post photos or make notes within applications directly from profiles. This feature would improve customer service greatly when contacting customers about changesβ¦
Pros
Easy access into finding new contracts at any time, easy navigation between different pages without having too get lost along way., simple interface design