Review Detail

 
CRM Software
by Guest     October 20, 2009    
Overall rating 
 
 
2.4
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Good so far, still new to program

Still haven't used the program all that long.

User Review

The Good
Calendars and tasks
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