Review Detail
Overall rating
3.9
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
4.0
Client Portal
3.0
Integration
5.0
Security
5.0
Pricing
5.0
Easy to use and web-based for CRM basics with lots of possible add-ons
Reliable web-based CRM for a low monthly fee.
User Review
The Good
Low monthly cost; web-based; no problems with outages; passed our B/D security screening; plays well with others
The Bad
The basics work well; the investments, insurance, and workflow need work.
The Bottom Line
Reliable web-based CRM for a low monthly fee.
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