Reviews written by kellym812

5 results - showing 1 - 5  
 
 
kellym812kellym812   July 08, 2010
(Updated: July 08, 2010)
Rating 
 
 
5.0

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kellym812kellym812   June 17, 2010
(Updated: June 17, 2010)
Rating 
 
 
4.0

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kellym812kellym812   April 15, 2010
(Updated: April 15, 2010)
Rating 
 
 
4.0

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CRM Software
kellym812kellym812   November 02, 2009
Overall rating 
 
 
3.6
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Overall a great CRM for financial advisors.

Would recommend this software to other advisors.

kellym812kellym812   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
 
5.0

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5 results - showing 1 - 5