The platform has been great for us. From a service perspective my team has been able to retrieve documents quicker from clients with texting and get responses out of the clients quicker. This templates loaded has helped us streamline activities such as sending people our address for scheduled appointments. We also exclusively use this for lead management. This system so fundamentally works for us, that we are able to put people in follow-up folders and earn there business month after month from quotes we did years ago. This helps me so much because it follows a guideline that I tell my team which is leads never die, if we quote them today we call them every 6 months forever.