Review Detail
Overall rating
2.7
Company
5.0
Software Support
4.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
1.0
Security
4.0
Pricing
2.0
Goldmine
Have used for a long time, but know that some CRM tools save more time, and do what Goldmine does. This comment pertains to use within financial services.
User Review
The Good
Perhaps the top tier of CRM tools.
The Bad
Not the best CRM for financial services, in my opinion.
The Bottom Line
Suitable, but frustrating at times.
Was this review helpful to you?
Comments
Ordering
