I love how easy it is to personalize all of the features to meet the needs of our firm. Neos has turned into our one-stop-shop for our firm. My favorite part is the excellent support staff. We try to attend every monthly 19 minute webinar to learn all of...
There were issues with entries not saving. I also was having to input the same information multiple times, in multiple areas. It felt repetitive at times. It took a lot of time to learn to use. It was not the easiest out of the softwares I have used....
Intuitive interface - it is easy to learn to use this product with reasonable proficiency. Responsive support when you need it - chat and phone. Flexibility provided by numerous integrations - lets you add functionality not offered by the primary program....
very little customization available, billing is not very good, reminders and tasks are very basic
I love how easy it is to personalize all of the features to meet the needs of our firm. Neos has turned into our one-stop-shop for our firm. My favorite part is the excellent support staff. We try to attend every monthly 19 minute webinar to learn all of...
Intuitive interface - it is easy to learn to use this product with reasonable proficiency. Responsive support when you need it - chat and phone. Flexibility provided by numerous integrations - lets you add functionality not offered by the primary program....
There were issues with entries not saving. I also was having to input the same information multiple times, in multiple areas. It felt repetitive at times. It took a lot of time to learn to use. It was not the easiest out of the softwares I have used....
very little customization available, billing is not very good, reminders and tasks are very basic