What Our Users Say
Open Innovation Manager, Fortune 500 CompanyGreat product for open innovation relationship management. Allowed for easy set up and configuration according to how I wished to see the information displayed. See this being a good project management tool as well.
This is a great product that’s well worth the investment!
Easy to set up and use. What a pleasure !
Powerful tool for small businesses needing a simple to use CRM system
Marketing Manager, Pittsburgh PAKeeps notes, comments and due dates all in one place. Has made managing projects much more straight forward.
Founder - Educational Consulting CompanyThe template allows me to easily organize and keep track of email communications by inserting conversations I’ve had with clients. I can see the communication history with a click of the button!
Portfolio management made easy.
It is a simple tool which can help you track things and display what is most important to you …
Vice President, Wealth Advisory FirmSince investing in this template, I have found the developers to be very responsive and helpful. This tool had definitely helped me manage and track sales leads, and has a very intuitive user interface.
Great tool for job searches
How to delete a contact from the Dashboard page
Posted on January 2, 2012 by DaveO in Additional "How To" Comments
Select the ”Delete Contact” button at the top of the Dashboard page. Select the contact you wish to delete from the pull down menu. To make the contact you wish to delete easier to identify, put an “X” in front of the contact’s first name, on the contact input page.