Review Detail
Overall rating
3.6
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
2.0
Integration
2.0
Security
4.0
Pricing
4.0
Great CRM for solo advisor
big improvement from Upswing CRM
User Review
The Good
the read only factor of notes is great
The Bad
clunky calendar interface
The Bottom Line
good product for solo advisor. I had tried Upswing before which paled by comparison
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