Review Detail

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

Basic Email and Rolodex

Need to get to next level

User Review

The Good
Easy to use
The Bad
Little business process
The Bottom Line
basic
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