Review Detail

 
CRM Software
by a4a-manage     October 20, 2009    
Overall rating 
 
 
2.1
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
2.0
Pricing 
 
 
3.0

Ok...not great.

Would use something else if starting from scratch.

User Review

The Good
Comprehensive
The Bad
Terrible for managing work flows. Little to no guidance for use.
The Bottom Line
Go with something else.
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