Review Detail
Overall rating
2.1
Company
4.0
Software Support
1.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
2.0
Client Portal
3.0
Integration
1.0
Security
3.0
Pricing
4.0
Not a real CRM product. Use for e-mail , basic contact reference
Not integrated to any software I use other than Microsoft applications. Will start to use Redtail which will get me both CRM and full integration. Will cost more but well worth the $$.
User Review
The Good
Easy to use for e-mail functions
The Bad
Not a true CRM product.
The Bottom Line
Not for Financial Services practices
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