Review Detail

 
CRM Software
by Guest     October 20, 2009    
Overall rating 
 
 
2.1
Company  
 
 
4.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
2.0
Client Portal  
 
 
3.0
Integration  
 
 
1.0
Security  
 
 
3.0
Pricing 
 
 
4.0

Not a real CRM product. Use for e-mail , basic contact reference

Not integrated to any software I use other than Microsoft applications. Will start to use Redtail which will get me both CRM and full integration. Will cost more but well worth the $$.

User Review

The Good
Easy to use for e-mail functions
The Bad
Not a true CRM product.
The Bottom Line
Not for Financial Services practices
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