Reviews written by brucer812

1 results - showing 1 - 1  
 
 
CRM Software
brucer812brucer812   April 30, 2010
Overall rating 
 
 
3.2
Company  
 
 
3.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
2.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
4.0

O verall a good program that has all the basic functions of a good CRM. It is web-based which is hig

Overall a good program but there is room for improvement. Hopefully they will roll out an updated version that addresses the ease of use but certainly it's worth getting....

1 results - showing 1 - 1