Review Detail
Overall rating
3.2
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
4.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
2.0
Security
2.0
Pricing
5.0
Protracker meets expectations
We have really embraced work flows and it has created lots of efficiencies in the company
User Review
The Good
has a place for everything; can be customized; can bend to fit your way of working
The Bad
stale interface; sometimes it forces you to think and practice the way Warren thinks
The Bottom Line
best overall, comprehensive CRM I've found at a great price
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