Review Detail

 
CRM Software
by Guest     October 20, 2009    
Overall rating 
 
 
2.5
Company  
 
 
4.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
4.0

Ok for now

I may move to Redtail as my practice grows.

User Review

The Good
It's pretty easy to use and there is plenty of online advice for any problems.
The Bad
Doesn't have many of the features of Redtail and other pricey packages.
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