If you are pleased with the system you currently have, there's nothing wrong with sticking with it.
Keep in mind that myClients was designed with the By Referral Only programs in mind. To take advantage of the 7 Essential Communications, you will need to bring a copy of your contacts into by referral only. You will also find it easier to manage your monthly touchpoints using the myClients Referral Management System. More integration makes your life easier.
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