Review Detail

 
Redtail CRM Hot
CRM Software
by a4a-manage     May 28, 2009    
WLK

View all my reviews (1)
Overall rating 
 
 
4.0
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
4.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Great CRM

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User Review

The Good
Great CRM directed towards financial professionals
The Bad
Sometimes slow connection
The Bottom Line
Get it
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