Summary
Feedback is generally positive and users report that this software is very-small-agency oriented. Easy to use, affordable, and “support actually answers the phone.”
Scorecard
Strategic Strengths
Marketing strength
2
Automation / AI strength
2
Openness / data portability
4
Analytics strength
3
Capability Completeness
API completeness
None
Comparative rater completeness
Limited
Email completeness
Standard
Renewal management completeness
Standard
Integrations
Document signatures integration
Built-in
Forms library integration
Built-in
PDF editing integration
Built-in
Accounting, Billing, Commissions
Accounting depth
Advanced
Vendor Quality
Third-party ecosystem friendliness
2
