The layout of this platform is incredibly intuitive and allows for all the most important data to be easily visible. The task and communication management features make it easy to review previous account activity, determine their current status and set follow-up actions with only a few clicks. The churn and usage reporting features are also an absolute godsend and are presented in a colourful and distinct format which helps a lot when identifying trends and issues within customer accounts. The platform also has great tools for segmentation of accounts and is very easy to navigate. Review collected by and hosted on G2.com.
Really not much to add here. Sometimes older communication or tasks wouldn't be visible in the account history but this may be down to company settings rather than a feature of the platform itself. Occasional there would be sync issues with emails from Outlook or updates to contacts populating in the account history but this has been a rare occurence in my experience. Review collected by and hosted on G2.com.
