Review Detail
Overall rating
2.4
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
2.0
Security
2.0
Pricing
4.0
A good program to manage the basics of a client relationship.
None
User Review
The Good
For those proficient in manipulating the layout design features of ACT it will create a robust CRM capable of managing minute details of client relationships.
The Bad
Learning curve can be a bit steep with resources to learn advanced features limited.
The Bottom Line
For a small organization not needing a web based application running ACT on a small/medium computer will do the trick.
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