Review Detail
Overall rating
3.9
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
5.0
Client Portal
1.0
Integration
5.0
Security
5.0
Pricing
5.0
Excellent CRM!
It has been a great addition to our offices. We are able to track our communication with clients easily.
User Review
The Good
Pricing package is very reasonable.
The Bad
Connectivity could be better utilized.
The Bottom Line
It boasts efficiency in our office operation.
Was this review helpful to you?
Comments
Ordering
