Review Detail

 
CRM Software
by Guest     August 26, 2009    
Overall rating 
 
 
4.8
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
5.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
4.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Excellent for an Insurance-based practice

I'm a satisfied user.

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