Review Detail
Overall rating
3.0
Company
5.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
3.0
Client Portal
2.0
Integration
2.0
Security
3.0
Pricing
4.0
Not really what I need
Cheap, yes, but it really doesn't deliver the goods
User Review
The Good
Scheduling
The Bad
Lack of flexibility
The Bottom Line
Not really what I can use for CRM
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