Review Detail

 
CRM Software
by a4a-manage     May 28, 2009    
Overall rating 
 
 
3.3
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Good

Solid CRM system.

User Review

The Good
Easy to use.
Tracks everything pretty well.
The Bad
Is the easiest to navigate.
The Bottom Line
Does the job for me but doesn't blow me away.
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