I am using this software since around 2 weeks, this works perfectly for me as CRM, to manage clients with synchronized emails is a plus, I can find my clients email very easily. The integrated client portal is also a highlight, this makes sharing files with client so simple. The proposal and invoice integration is another plus.
The team is adding more functions now, meeting schedule is comming at the end of 2021, I am excited about that.
I'm so happy that I purchased this early in 2021. Highly recommended for anyone is looking for a CRM.