Review Detail
Overall rating
2.8
Company
4.0
Software Support
4.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
4.0
Client Portal
1.0
Integration
4.0
Security
3.0
Pricing
4.0
... a power user's perspective
... we crashed our B/D server during our first attempt at conversion to an in-house server-based CRM (also Microsoft)that would integrate with client records. Second attempt to convert was successful, however, we opted out because the CRM speed was entirely too slow for our team of "power outlook" users.
User Review
The Good
Easy access by entire team; calendars, contacts, emails, folders, tasks, etc
The Bad
No integration with client account information
The Bottom Line
For now, it will have to work for us -- see comments below.
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