Review Detail
Overall rating
2.9
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
1.0
Security
4.0
Pricing
5.0
Very customizable and flexible but we are pushing its limits and looking for other CRM that integrat
ACT! has served us well for many years.
User Review
The Good
Affordable and links the workflow of a 4 person office efectively.
The Bad
We have a version 6 and several of the functions are not working now: letter generation, e-mail integration
The Bottom Line
Time to upgrade.
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