Review Detail

 
ACT4ADVISORS Hot
CRM Software
by Guest     October 20, 2009    
Triangle

View all my reviews (3)
Overall rating 
 
 
2.9
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
4.0
Productivity  
 
 
5.0
Client Portal  
 
 
3.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
3.0

Easy to Use

Used for many years - just in process of upgrading and working on Integration with an add on application AFFIX to import Orion data

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