Review Detail

 
Redtail CRM Hot
CRM Software
by a4a-manage     May 28, 2009    
CNelson

View all my reviews (2)
Overall rating 
 
 
3.3
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
2.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Best web based CRM we found.

Redtail centralizes client information well. Calendar is fairly good. Tasks are hard to route and reminders are cumbersome. Imaging is not ideal.

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