Reviews written by rodc949

1 results - showing 1 - 1  
 
 
Redtail CRM
CRM Software
rodc949rodc949   May 11, 2010
Overall rating 
 
 
3.5
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Really like it one month in. Moving from ACT 4 Advisors and love the web interface.

Redtail seems to be very willing to listen to user input and make improvements. This is very important if you plan on using a CRM for any lenght of...

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