Review Detail
Overall rating
2.4
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
2.0
Client Portal
1.0
Integration
4.0
Security
4.0
Pricing
5.0
Outlook not a true CRM
Not a true CRM system
User Review
The Good
It's free. And it does basics regarding storing contact info and scheduling
The Bad
Not a real CRM system. Not geared to a financial advisory practice
The Bottom Line
This is a poor excuse for a CRM for financial advisors. If all you want is an electronic rolodex and a digital calendar then use Outlook. Otherwise look to the industry specific solutions out there.
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