Review Detail

 
Redtail CRM Hot
CRM Software
by a4a-manage     May 28, 2009    
lifegoals

View all my reviews (3)
Overall rating 
 
 
3.2
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
5.0

Lukewarm so far...

I have only been on board a few weeks. Need more time to get in the groove but I am feeling a bit indifferent up to this point.

User Review

The Good
Affordable
The Bad
Not as customizable as should be. Mega mouse clicks to get around the software.
The Bottom Line
New user...lukewarm so far.
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