Review Detail

 
Redtail CRM Hot
CRM Software
by a4a-manage     May 28, 2009    
Sheldon
Top 1000 Reviewer
View all my reviews (6)
Overall rating 
 
 
5.0
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
5.0
Insurance Tracking  
 
 
5.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
5.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

good product

good product

User Review

The Good
easy
The Bad
poor asset allocation report
The Bottom Line
best in class
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