Review Detail
Overall rating
2.8
Company
3.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
2.0
Productivity
3.0
Client Portal
3.0
Integration
4.0
Security
3.0
Pricing
3.0
Good Overall CRM System
I would recommend it.
User Review
The Good
I serves the propose for CRM. I do not need anything sophisticated or complicated.
The Bad
Support and Training is lacking.
The Bottom Line
Good CRM for the price. I really like the fact that it is web based.
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