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Floro M
2015-08-31
This is my first attempt at using your system but so far so good. I'll answer other surveys later after I have had some experience with the system.
It takes a little experience to use the system easily. You could use more instructions. Perhaps a start guide on how to perform various manuevers.
Debbie H.
2017-11-14
Good product for the money
this product is well priced which is great for a startup business. The accessibility of acord forms is a big plus. I do wish it had a few more features that would make it even better - like the ability to attach an email without having to save in pdf and upload - and having a task option for future projects would be so great.
Ability to create and save documents required by insurance industry is a plus. I like being able to access the program from anywhere and being able to upload documents for client files.
Does not have ability to do sub folders and wish there were a section for each client for notes for tracking of conversations. Also wish there were a calendar where you could add tasks with reminders.
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