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Review on Access Confidential by Richard Turner

Revainrating 4 out of 5

Access Confidential Has Helped Me Improve My Workflow

I love the search and discovery feature because it helps me find content that has been updated. We haven't found many features to dislike. The only thing that I dislike is there's a lot of time that goes into finding content. It would be great it they used the search feature more. Try it and see if it helps your workflow or the amount of time spent finding content. Once you find the right content, then it speeds up your workflow. I like that it has all of my contacts in one place so i can easily refer back to them when needed. The interface could use some work but its not terrible. If you are looking for something easy to navigate then this might be what you need. We have been using access confidential since we started our consulting practice almost 10 years ago. Its helped us keep track of all of our prospects and clients as well as their contact information.

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Pros
  • Searching
  • Contact management/contacts with email addresses
  • Email tracking system (email client) works best through gmail web app.
  • Calendar syncing via Google calendar integration which makes scheduling phone calls much easier than Excel spreadsheet method from previous versions!
Cons
  • Interface needs an overhaul
  • Reporting capabilities