Review Detail

 
ACT Hot
CRM Software
by Guest     October 20, 2009    
Overall rating 
 
 
2.5
Company  
 
 
4.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
3.0
Pricing 
 
 
5.0

Have used if for years but it is limited

we are in the process of migrating to RedTail

User Review

The Good
great for workflow management, appointments, to-do's
The Bad
no ability to integrate or track data that is helpful to our industry
The Bottom Line
good basic CRM - emphasis on basic
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