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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
ProTracker
CRM Software
by
a4a-manage
October 20, 2009
January 12, 2010
njcfp
Top 500 Reviewer
View all my reviews (22)
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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Fritz
Meyer, Bob Keebler, and Craig
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