Review Detail
Overall rating
4.3
Company
4.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
5.0
Client Portal
4.0
Integration
5.0
Security
5.0
Pricing
5.0
Good Value for the Money
this is a very workable solution for basic CRM functionality. still missing some basic things but overall good value for the money.
User Review
The Good
excellent value
The Bad
still missing many basic features like being able to schedule multiple users at the same time for a single appointment
The Bottom Line
we moved from Goldmine to Redtail and have NOT looked back.
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