Review Detail
Overall rating
4.1
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
4.0
Workflow Management
4.0
Productivity
5.0
Client Portal
4.0
Integration
4.0
Security
4.0
Pricing
3.0
Best of the CRMs we have seen.
We also use the Client View product and that has not been as smooth an integration as we would like. We also use the mobile application which workd well on an Iphone when out of the office.
User Review
The Good
A complete approach to CRM solutions. Has many features that we have not fully exploited.
The Bad
Steep learning curve at times.
The Bottom Line
Recommend.
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