The Guernsey Enterprise Agency started using icomplete about a year ago and it has been brilliant. I have now introduced it into two other businesses I am involved with and would recommend it to anyone looking for a cost effective, flexible client management system.
We use icomplete to keep client records, the calender as a diary for the team and the file system for storing useful documents we all need to access. I particularly like being able to copy emails into the system using the BCC feature and of course monitoring the dashboard to see what everyone is doing.
icomplete has enabled us to keep a better record of clients and all the interaction we have with them. It has also helped me supply reports to our Board and our sponsors, enabling us to report on how many people we see, what sectors they come from and what type of businesses they operate. What is really special is the quick response I have always received from the team at icomplete. They cannot be more helpful and I love the fact we talk to real people. If you decide to use icomplete, you won’t be disappointed.