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I don't think upgrades are free. If there was a charge I think it would be OK. It's an upgrade.
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Frank,
Don't forget to tell everyone that with each upgrade, you throw in a copy of your latest book, "How to raise goats for fun and profit".
YIO is good for a program on your own system. For budget cloud app, I'd go with agencyiq. For higher cost cloud app, I'd go with leads360
The program keeps me on my toes and doesn't let me forget prospects I need to be contacting.
But yeah if you don't like it, then pass on it and write your referrals and notes on gum wrappers. That'll get er' done.
It is a one time cost but the cost of upgrading from v4.0 to v5.0 is whopping $49.95. For those who are wondering, no I don't have a payment plan.
I use YIO, have been using it for about 6 months now and love it. I tried ACT in the past but YIO just fits into the insurance side of things so much better (tracking renewals, commissions, etc.).