Review Detail
Overall rating
2.8
Company
3.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
3.0
Client Portal
2.0
Integration
1.0
Security
3.0
Pricing
3.0
decent CRM database, if you have the right consultant to custom design it for you
Flexibility to customize to meet specific needs.
User Review
The Good
Flexibility to custom design to your specific needs, so that when your firm grows the database can keep up with the growth.
The Bad
Integration is not its strong suit.
The Bottom Line
Good relationship management software. But, evaluate your current needs, and anticipate what you will need in the future, then evaluate ACT! to confirm that it will meet your current and future demands (like you would with any other software).
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