Review Detail

 
CRM Software
by a4a-manage     May 28, 2009    
Overall rating 
 
 
2.3
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
3.0

an okay system--the mobile platform (what mobile platform you ask?) cause it doesn't really exist -

nuff said

User Review

The Good
not expensive
The Bad
seems old school on interface; no peer2peer (like "appexchange" environment) for best practices; mobile platform for Bberry sucks...and the sync'ing to Emoneyadvisor is horrible
The Bottom Line
okay for the price/cost...everything else Saas is more money per month--
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