First, this product makes sense, it has everything I need to build my business. And like the promotion says its like hiring 6 people. I do a lot of outreach, research and prepare a lot of proposals. I was so happy to see the RFP feature introduced where I can just push a button and it would generate me a draft proposal.
One tip is that I can think of is there is an envelope icon on the Last Contacted chart, there is no explanation for it in the docomentation but if you click it, it will send an email to each person on the chart that basically says Hi we're still in business. Just keeping my business in from of the prospect.
Been following TODD for a while. Hesitant at first, but what stands out most is how it’s not just it stores the information I can walk away and it will do the work - by itself. TODD makes sense - at least to me.
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