Review Detail
Overall rating
1.8
Company
4.0
Software Support
1.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
2.0
Client Portal
1.0
Integration
1.0
Security
1.0
Pricing
5.0
It's better than nothing.
I'm replacing this software soon.
User Review
The Good
Well, it's cheap!
The Bad
Not really made to be a CRM, as we hear from the software experts. I use Business Contact Manager and don't find the program easy enough to set up to make it usable for me.
The Bottom Line
It'll help you get by for the first couple of years, but then, look beyond...
Was this review helpful to you?
Comments
Ordering
