1 year after purchase: This has easily been one of the wisest investments our firm has made. The ability to track customer information (CRM), their experience, past performance data, and leads/opportunities all from one simple application and dashboard makes my 1-man marketing team feel like 3. The capability to routinely pull data from our accounting software reduces duplication in both content and time. I no longer spend hours "looking for *stuff*" (put politely) during proposal preparation due to the full featured project and ‘knowledge’ database paired up with the advanced reporting functionality. I still have only scrapped the tip of the metaphorical iceberg of features that are included with the package including the ability to automatically survey clients, a built in email marketing tool, card scanner, countless plug-ins, a customizable RESTful API, Outlook and Exchange server plugins, and soon a full blown Zapier integration. Additionally, the support both during install and throughout my journey have been absolutely wonderful. They have made the ins and outs of using the software a simple, and surprisingly enjoyable, experience!
As mentioned in my previous description: I no longer spend hours "looking for *stuff*" (put politely) during proposal preparation due to the full featured project and ‘knowledge’ database paired up with the advanced reporting functionality. Tracking opportunities and my pipeline from a single page is a huge time saver.