Reviews written by kennyl512

7 results - showing 1 - 7  
 
 
kennyl512kennyl512   July 26, 2012
(Updated: July 26, 2012)
Rating 
 
 
5.0

Liked seeing someone using Mind Map in their practice. My experience has been is that the mind map is a separate document which makes keeping it up to date...

kennyl512kennyl512   February 16, 2012
(Updated: February 16, 2012)
Rating 
 
 
5.0

Good job.

kennyl512kennyl512   October 27, 2011
(Updated: October 27, 2011)
Rating 
 
 
4.0

-

kennyl512kennyl512   February 03, 2011
(Updated: February 03, 2011)
Rating 
 
 
5.0

Very good information. Good recovery on the sound problem.

kennyl512kennyl512   January 20, 2011
(Updated: January 20, 2011)
Rating 
 
 
5.0

Great. I looked up each site for more info.

kennyl512kennyl512   August 18, 2010
(Updated: August 18, 2010)
Rating 
 
 
5.0

Excellent.

CRM Software
kennyl512kennyl512   June 07, 2010
Overall rating 
 
 
3.8
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
4.0
Productivity  
 
 
5.0
Client Portal  
 
 
2.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Great web-based CRM built for advisors in the financial service industry.

We switched over to Redtail from Goldmine in February of 2010. We've been happy with this move and looking forward to potential integration with other software tools (Advisor Products)....

7 results - showing 1 - 7