Reviews written by Kevin L

2 results - showing 1 - 2  
 
 
Year End Income Tax Planning
Webinars
Kevin LKevin L   September 06, 2012
(Updated: September 06, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

-

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Redtail CRM
CRM Software
Kevin LKevin L   May 26, 2010
Overall rating 
 
 
3.3
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
1.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Good value but needs more workflow

Satisfied with overall value.

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2 results - showing 1 - 2