Reviews written by lauris651

2 results - showing 1 - 2  
 
 
ProTracker
CRM Software
lauris651lauris651   November 06, 2009
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

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2010 Compliance Planning For RIAs
Webinars
lauris651lauris651   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
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2 results - showing 1 - 2