Reviews written by bradw618
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4.0 |
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3.0 |
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Webinars
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CRM Software
bradw618
November 02, 2009
Overall rating
3.8
Company
4.0
Software Support
5.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
4.0
Integration
4.0
Security
4.0
Pricing
5.0
Good CRM specifically for advisors
Just beginning to use Redtail but am very satisfied so far. Should become a very valuable tool to my business going forward.
Webinars
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4.0 |
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Webinars
4.0 |
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4.0 |
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