Reviews written by wrsexton

1 results - showing 1 - 1  
 
 
Microsoft Outlook
CRM Software
wrsextonwrsexton   June 15, 2010
Overall rating 
 
 
2.2
Company  
 
 
3.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
2.0
Pricing 
 
 
5.0

minimal effectiveness for investment advisors

minimal effectiveness for investment advisors

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1 results - showing 1 - 1