Review Detail

 
CRM Software
by Guest     October 20, 2009    
Overall rating 
 
 
2.6
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
1.0
Security  
 
 
4.0
Pricing 
 
 
1.0

Tons of options, complicated setup

There is no perfect system

User Review

The Good
Can be a complete package with AppCrown
The Bad
Overwhelming the amount to learn. The price tag.
The Bottom Line
You have to be serious about technology and dedicated help
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