Review Detail

 
CRM Software
by Guest     October 20, 2009    
Overall rating 
 
 
1.5
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
2.0

Adequate CRM for a small one person office

NOthing to add.

User Review

The Good
Easy to use.
The Bad
Poor CRM features.
The Bottom Line
See above.
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