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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
Junxure
Hot
CRM Software
by Guest October 20, 2009
December 22, 2009
jasonk612
Top 500 Reviewer
View all my reviews (20)
Overall rating
2.8
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
3.0
Client Portal
4.0
Integration
3.0
Security
3.0
Pricing
3.0
Use primarily for client contact info and notes.
none
User Review
The Good
Contact info
The Bad
Not integrated with other software.
The Bottom Line
Decent CRM tool.
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Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.