Review Detail
Overall rating
3.2
Company
4.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
4.0
Client Portal
1.0
Integration
3.0
Security
3.0
Pricing
5.0
PT does a good job of covering the basics needed in a CRM system.
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User Review
The Good
Good pricing, covers the basics.
The Bad
Workflow needs to be upgraded to allow tasks to be assigned in a progression (i.e. after the previous task it complete) - I spend too much time just pushing tasks out further because of this limitation.
The Bottom Line
Good package for the money.
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