Review Detail

 
Microsoft Outlook
CRM Software
by Guest     October 20, 2009    
CompassAMG

View all my reviews (2)
Overall rating 
 
 
3.0
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
5.0
Pricing 
 
 
4.0

Microsoft Outlook Review

Inexpensive and works well for a smaller practice but can soon be outgrown.

User Review

The Good
Familiarity excellent; scheduling, contacts & communications excellent.
The Bad
Inefficient followup, tasks and integration
The Bottom Line
Good starting software.
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