Charlie App vs Node.io by SugarCRM

• They easily connect with my Outlook to sync my upcoming meetings.
• It provides me with the social profiles of people I am meeting with.
• It gives me the ability to have all my info about my contact in one place to easily review.

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• Recalls data quickly and efficiently
• Allows data to be easily transferred between employees and departments
• Clear signaling of the client's case status and preferences for service

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• At times it doesn't pull a social profile for the contact correctly, or at all, when I know the person has a profile.
• The interface is a little clunky, and the font is too large. It could be a lot smaller and still effective.
• It takes a lot of time to sync at points, which is frustrating.

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• I feel like there are unnecessary steps needed when saving work, which makes it time consuming at times.
• Being able to create my own dashboards to my liking has been a challenge and I have had to ask IT to assist with that.
• The system has gone down many times on me, I am not sure if it due to updates, but it does disturb my productivity.

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• The info I pull from Charlie prior to the meeting is almost always brought up as a conversation starter.
• Charlie helps my relationships go deeper than just surface level info.
• The ability to go deeper in my relationships while using Charlie has absolutely closed me business.

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• Random updates.
• Licenses per user.
• Automatically logging out.

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