Review Detail
Overall rating
2.7
Company
2.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
5.0
Security
3.0
Pricing
5.0
Familiar, fast and good integration with many other apps.
It does the job and doesn't require a lot of work.
User Review
The Good
Good integration with many other apps, lots of documentation/help/third party add-ons available from multiple third parties (web sites, author's, etc.) because it is an industry standard. Familiar, easy to use and fast (drag & drop). Doesn't require synchronization if used as sole CRM.
The Bad
It's Microsoft. Not a true relational CRM database, needs to be customized for financial services industry.
The Bottom Line
As a sole prop, and after many issues with ACT and Goldmine, I've ended up using Outlook as my sole CRM software. With add-ons like CCL from LeapBeyond, FileCenter Pro, and email and word mailmerge add-ons, it will do just about everything my former CRMs did without the syncing hassles. I use it with a hosted exchange server for wireless syncing to my Windows mobile PDA and it works great!
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