Review Detail

 
Redtail CRM Hot
CRM Software
by a4a-manage     May 28, 2009    
bom512

View all my reviews (5)
Overall rating 
 
 
3.5
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
2.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Redtail

I like Redtail for my purposes. It helps me keep track of clients and info on them. The work processes need work. Would like them to be more robust.

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