Every company and every investigator is different, has different processes and the types of cases vary widely. Having a system that can be customized to meet these needs is critical.
You will want the ability to customize things like case types, services, pricing, report templates, time zones, date format, user access and more…
The ability to add your company name, logo and brand the system as your own is a great option.
Be certain you are aligning yourself with a platform that truly helps you grow and move forward. If the system is creating more work for you, ask for support to see if there is an easier way. If not, move on.
Look for: Customization options, setup assistance and video tutorials for learning.