Review Detail
Overall rating
4.4
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
5.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
4.0
Security
5.0
Pricing
5.0
At last a CRM that does not need to be reconfigured for the busy financial advisor.
The stars above do not address the important aspects of a good CRM. I don't want a CRM to do investment tracking. That would be too much duplication. The things that make us profitable are workflows, systems that ProTracker has available. A good CRM provides a shared calendar, information that is easy to enter and convenient to retrieve, a way to assign tasks, make appointments, keep everyone in the firm informed. ProTracker does that. I don't expect a CRM to do financial planning or investment management. The Ratings provided here are not pertient. The list of attributes that would measure the effectiveness of a good CRM needs to be revised.
User Review
The Good
Designed for a busy financial planning firm. No need to spend time and money to redesign a CRM to fit our practice.
The Bad
Was not in cloud, but moving there shortly.
The Bottom Line
Affordable.
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