Review Detail

 
CRM Software
by Guest     September 01, 2009    
Overall rating 
 
 
3.1
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
3.0
Pricing 
 
 
4.0

Good software; all-in one solution

**

User Review

The Good
Excellent support staff. Respond in timely manner.
The Bad
Small company. Limited resources.
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