Review Detail
Overall rating
2.4
Company
4.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
2.0
Client Portal
3.0
Integration
2.0
Security
2.0
Pricing
4.0
Easy to use for tracking appointments, contacts
We do not use it for crm. It is only used for inter office tracking of workflow and calendars, appointments, etc. The CRM we use is Bill Good Marketing but we only use it for client management at this time. We are looking for a better CRM program.
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