Review Detail

 
Redtail CRM Hot
CRM Software
by a4a-manage     May 28, 2009    
mnelson

View all my reviews (4)
Overall rating 
 
 
2.9
Company  
 
 
3.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
1.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
4.0
Security  
 
 
2.0
Pricing 
 
 
5.0

Basic CRM, lots of mouse clicks to operate, workflow is not usable

Basic CRM, lots of mouse clicks to operate, workflow is not usable

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