One condition will drive our choice: a record should pass from one person to the next without being typed again or losing the history behind it. We are comparing systems covering leads, paperwork, viewings and transaction progress, but polished demonstrations do not show whether that handoff works in daily use.
Has anyone found an integration that clearly reduced staff time rather than shifting the work to a new screen? Listing imports, energy-label fields, audit history and open connections are particular concerns, especially where the same workflow must operate in several countries.
Has anyone found an integration that clearly reduced staff time rather than shifting the work to a new screen? Listing imports, energy-label fields, audit history and open connections are particular concerns, especially where the same workflow must operate in several countries.