Review Detail
Overall rating
3.5
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
4.0
Client Portal
2.0
Integration
4.0
Security
4.0
Pricing
5.0
Good entry level CRM system
Still a work in process for me
User Review
The Good
relatively easy to use and I love the web based access
The Bad
still trying to wrap my arms around many of the options
The Bottom Line
a good low cost entry level web based CRM for a financial advisor
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