Review Detail
Overall rating
3.3
Company
4.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
3.0
Security
3.0
Pricing
3.0
Good tool for teams to use in tracking client info, mtgs, discussions, follow up activities, etc.
Best for teams who are comfortable with technology.
User Review
The Good
Good for teams to use in tracking client meetings, discussions, following activities, recent concerns/issues, birthdays, various client criteria that can be used to aggregate like accounts for campaign purposes, tracking individual team member activities, tracking growth determinants and areas of wasted manpower.
The Bad
Not as sophisticated as other CRM tools, but for the money, can do the basic job.
The Bottom Line
Worth a look.
Was this review helpful to you?
Comments
Ordering
