Reviews written by brenth503
Webinars
brenth503
August 19, 2019
3.0 |
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Important topic I'm interested in but felt coverage was schetchy to get into alotted time
Webinars
brenth503
April 30, 2019
2.0 |
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Complex topic was hard to follow. Maybe should have been a 10,000 foot view rather than getting into the weeds.
brenth503
March 11, 2019
5.0 |
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some times the discussion moved too fast & was hard to absorb
brenth503
January 21, 2019
3.0 |
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Geared to a client not common in my practice. A Lot of material had a hard time tracking with the presentation. Maybe if my understanding was a little deeper I...
Webinars
3.0 |
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4.0 |
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4.0 |
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Interesting topic. Moved kind of slowly through the material. Started loosing focus & missed the list of 10 questions. The agreement that was mentioned - is there...
CRM Software
brenth503
July 19, 2010
Overall rating
2.0
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
2.0
Pricing
3.0
Presently meets my needs
Biggest cost to migrating to another package is cost of data transfer.
