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1 Level
756 Review
29 Karma

Review on Unit21 by Troy Early

Revainrating 4 out of 5

Great product for keeping all customer documents together and organized

I like that we can keep track with our customers (KYCs) in one place without having many different apps or platforms open at once; it's great! It would be nice if there was an option similar to "send" where you could send certain alerts/notifications directly instead of using emails as well - but this isn't something specific about unit 21 so not sure why they wouldn't consider adding such functionality. We've been able to streamline processes which has helped us improve efficiency within our organization by 10% since implementing Unit21.

img 1 attached to Unit21 review by Troy Early

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Pros
  • Easy UI
  • User friendly features for both clients &amp staff alike
  • Flexibility when updating client information, etc.
  • Great support from team members whenever questions arise :)
Cons
  • Sometimes hard time finding answers through live chat.
  • Not all fields are available during Kyc process