Review Detail
Overall rating
3.2
Company
3.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
5.0
Productivity
4.0
Client Portal
2.0
Integration
3.0
Security
3.0
Pricing
5.0
DBase version. Great product for the money. Powerful.
Good tool for the money invested
User Review
The Good
Powerful tool for the money. Links virtually everything to the contact (emails/letters/notes/calendar items/etc.). Unlike other products (including Fidelity's Oracle Siebel offering), automatically links emails sent to or received from contacts. There's no manual action needed, which is a real benefit to us.
The Bad
Reporting. Workflow setup can be challenging. Email client could be better.
The Bottom Line
A little quirky in some ways. I'm on the old dbase version. I believe the latest SQL version is much better. You get a powerful tool at a competitive price (compare to Microsoft CRM, Fidelity's Oracle Siebel, salesforce.com). We don't use it to track financial planning items, which is why the "ratings" are low.
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