Review Detail

 
Ebix CRM (formerly E-Z Data SmartOffice)
CRM Software
by Guest     August 26, 2009    
Jcaggiano

View all my reviews (1)
Overall rating 
 
 
3.2
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
2.0
Integration  
 
 
4.0
Security  
 
 
5.0
Pricing 
 
 
3.0

Review

None

User Review

The Bad
Designed for the insurance industry and sold to fit the investment world
The Bottom Line
Would not use
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