Review Detail
Overall rating
4.4
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
5.0
Productivity
5.0
Client Portal
4.0
Integration
4.0
Security
4.0
Pricing
4.0
ProTracker Advantage
We found this software to be much more user friendly and intuitive than other CRM software we tried with a lot of the same functionality
User Review
The Good
Our firm has used Protracker Advantage for a little over a year. We find it very intuitive, easy to use, and integrates well. We are able to integrate different aspects of the software as we become comfortable with it. A great tool. Support is excellent.
The Bad
The only problem we have had are that not all of the documenting and report generation is up to speed with Microsoft Vista
The Bottom Line
I would highly recommend this software
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