Review Detail

 
CRM Software
by a4a-manage     October 20, 2009    
Overall rating 
 
 
2.7
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
4.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Decent CRM but not great.

Ok in many ways but not awesome. Want awesome for such an integral part of daily business operation.

User Review

The Good
Workflow works well.
The Bad
Calendar and email integration leave a lot to desire.
The Bottom Line
May move to RedTail.
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