Reviews written by RJLJR

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CRM Software
RJLJRRJLJR   June 28, 2010
Overall rating 
 
 
3.9
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
5.0
Pricing 
 
 
3.0

Customization takes time and a lot of testing but worth it if you stick to it.

Been working with Salesforce since 2000. This product has helped me grow my firm from 1 office to 15 offices across the country. It helps keep all employees on the...

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