Review Detail
Overall rating
3.4
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
4.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
3.0
Security
3.0
Pricing
2.0
Excellent program. Full featured.
have used this for 20 years. Just switched to Redtail due to more interfacing and lower price.
User Review
The Good
Syncs well with Outlook. full-featured.
The Bad
a bit on pricey side compared to some other CRMs.
The Bottom Line
Excellent program.
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