Review Detail
Overall rating
2.3
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
5.0
Works for me
I learn a little more each time I use it.
User Review
The Good
Keeps track of my pipeline, reminds me to follow-up and allows for client differentiation.
The Bottom Line
I'm sure there are better CRM products out there, but for now, this works.
Was this review helpful to you?
Comments
Ordering
