Reviews written by kennyl512
7 results - showing 1 - 7
5.0 |
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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...
5.0 |
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Good job.
4.0 |
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5.0 |
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Very good information. Good recovery on the sound problem.
Webinars
5.0 |
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Great. I looked up each site for more info.
5.0 |
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Excellent.
CRM Software
kennyl512
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
