Review Detail
Overall rating
2.9
Company
5.0
Software Support
5.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
1.0
Client Portal
5.0
Integration
1.0
Security
4.0
Pricing
5.0
Great
Great when used properly. The areas I rated as 1 star should be marked N'A
User Review
The Good
There is so much that this CRM can do I am sure that I am using about 25% of its actual capabilities. It's forum on google groups helps me keep up.
The Bad
There is a good deal of manual uploading and configuring in the beginning. No one really told me how to integrate all of the tools nor did they even let me know that I could. Therefore I can even rate integration above.
The Bottom Line
Excellent Value, and I am sure worth much more than I am paying.
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