Review Detail

 
Microsoft Outlook
CRM Software
by Guest     October 20, 2009    
stevef513
Top 1000 Reviewer
View all my reviews (11)
Overall rating 
 
 
2.3
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Good general purpose tool but not CRM and not Financial service specific

give me a break

User Review

The Good
tightly integrated part of MS Office
The Bad
bloatware
The Bottom Line
It needs to be integrated with a real CRM system- currently I am trying ClientVision
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