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External reviews

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from G2

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    Financial Services

Great service

  • June 29, 2017
  • Review provided by G2

What do you like best about the product?
Integration is on point allows me to free up data space
What do you dislike about the product?
Sometimes you can't merge contacts whom might go by different names
What problems is the product solving and how is that benefiting you?
Access client info anywhere