Reviews written by Searcy

6 results - showing 1 - 6  
 
 
SearcySearcy   October 29, 2015
(Updated: October 29, 2015)
Rating 
 
 
4.0
SearcySearcy   August 02, 2012
(Updated: August 02, 2012)
Rating 
 
 
5.0

Helpful but a lot of information; would like to have the slides.

SearcySearcy   May 31, 2012
(Updated: May 31, 2012)
Rating 
 
 
5.0

Very relevant and helpful.

SearcySearcy   June 24, 2010
(Updated: June 24, 2010)
Rating 
 
 
4.0

It was good.

Practice Management
SearcySearcy   April 13, 2010
Rating 
 
 
4.0

Spot on... but what about morphing "A" level clients?

This is all very helpful information and in my experience is true. It is much more efficient (and often more gratifying) to specialize in whatever it is that is...

CRM Software
SearcySearcy   February 01, 2010
Overall rating 
 
 
3.5
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
4.0
Security  
 
 
3.0
Pricing 
 
 
5.0

Great value for the price!

Works pretty good for us but we will likely find an alternative solution to the email issue.

6 results - showing 1 - 6