Review Detail

 
ACT Hot
CRM Software
by Guest     October 20, 2009    
Overall rating 
 
 
3.1
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
4.0

For a small company it seems to work fine.

A good starting place for a small company that doesn't want to spend a lot of money on a CRM package.

User Review

The Good
Easy set up, easy to use for basic needs, affordable.
The Bad
Not easily customizable.
The Bottom Line
It works fine for the price.
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