Easy of access to current account list and immediate notes on upcoming expiring account demographics. The ability to generate a list is simple for the most part and will allow for a bare bones look at your current operation and client base.
What do you dislike?
Somewhat outdated capabilities and does not offer much more than a customer tickler. Without the ability to have alerts and updates that might lead to new revenues this software misses the mark. It would be great if there was an inter-system notice that could be sent from one CSR to another for possible leads and cross sell opportunities
Recommendations to others considering the product
make sure you have additional ways to track ongoing interactions and related accounts and definitely back everything up!
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