There are lots of add-ons for any CRM. But for us to recommend one, they have to meet our stringent requirements. For us to recommend an add-on, it has to meet three criteria:

– The product must be really good. While no product is perfect, the add-on has to be very good.

– The tech support has to be outstanding. That means quick responses and an effort to resolve whatever the issue is.

– Great “bedside manner” – in life, things happen and how people handle it and respond – are they flexible, do they listen and understand the business needs, etc. That’s what bedside manner means.