Clean look and understandable user interface with video training on every screen to help you step through the set up and then use it. I had a hang up with uploading my logo (later it appeared), the onboarding videos did not work from Home Screen but the videos in the sections like leads and contacts were short and complete. The time of day and monetary symbols were incorrect for my region and I didn't find a setting to change them. I started a ticket for support from the Home Screen, which was easy to find.
Four tacos as I did not find a feature I was missing. I was happy to see user interfaces available for PayPal, Stripe and Quickbooks which most small business will use. I liked how the developers used examples in the drop downs during videos. These examples were user case specific and offered ideas on how to set up the organization. I am looking forward to using this new tool as it will meet my small business needs. Thanks,
Founder Team
Marc_CQ
May 9, 2024
Hi thank you for your feedback that is great to hear, we will take a look at the day and date and address this so you can select whichever version you want, makes sense, I will also check the videos.
I really appreciate the feedback and would love to hear more as we go and we have a lot of new updates coming.
It's straight to the point & even more. Awesome software for startups.
Founder Team
Marc_CQ
May 9, 2024
Hi @coldcaller thank you so much for your review, greatly appreciated and glad you are finding the software useful, we have a lot of new things in the pipeline to make it better Best wishes Marc
Love the software but only thing its lacking is i believe we cannot upload the customers in a xl or CSV file instead of all my sales guys has to add each and every contact manually in to the fields. If not it has great features, Hope this review helps.
Founder Team
Marc_CQ
May 9, 2024
Hi @Agent18, thank you so much for your review and 5 tacos and really glad that you like the software and works for you. With regards to uploading your customers, if you go into settings and then upload / downloads if you download the CSV sample it will show you the format for your CSV and you can upload all your clients automatically. Any issues send a ticket and I will send you video and show...
Verified purchaser
This one is awesome
Clean look and understandable user interface with video training on every screen to help you step through the set up and then use it. I had a hang up with uploading my logo (later it appeared), the onboarding videos did not work from Home Screen but the videos in the sections like leads and contacts were short and complete. The time of day and monetary symbols were incorrect for my region and I didn't find a setting to change them. I started a ticket for support from the Home Screen, which was easy to find.
Four tacos as I did not find a feature I was missing. I was happy to see user interfaces available for PayPal, Stripe and Quickbooks which most small business will use. I liked how the developers used examples in the drop downs during videos. These examples were user case specific and offered ideas on how to set up the organization. I am looking forward to using this new tool as it will meet my small business needs.
Thanks,
Marc_CQ
May 9, 2024Hi thank you for your feedback that is great to hear, we will take a look at the day and date and address this so you can select whichever version you want, makes sense, I will also check the videos.
I really appreciate the feedback and would love to hear more as we go and we have a lot of new updates coming.
Best wishes
Marc
Verified purchaser
Everything you need
It's straight to the point & even more. Awesome software for startups.
Marc_CQ
May 9, 2024Hi @coldcaller thank you so much for your review, greatly appreciated and glad you are finding the software useful, we have a lot of new things in the pipeline to make it better
Best wishes
Marc
Verified purchaser
Amazing Tech
Love the software but only thing its lacking is i believe we cannot upload the customers in a xl or CSV file instead of all my sales guys has to add each and every contact manually in to the fields. If not it has great features, Hope this review helps.
Marc_CQ
May 9, 2024Hi @Agent18, thank you so much for your review and 5 tacos and really glad that you like the software and works for you. With regards to uploading your customers, if you go into settings and then upload / downloads if you download the CSV sample it will show you the format for your CSV and you can upload all your clients automatically. Any issues send a ticket and I will send you video and show...