Review Detail

 
Microsoft Outlook
CRM Software
by Guest     October 20, 2009    
wrsexton

View all my reviews (1)
Overall rating 
 
 
2.2
Company  
 
 
3.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
2.0
Pricing 
 
 
5.0

minimal effectiveness for investment advisors

minimal effectiveness for investment advisors

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