Reviews written by lebronpjr

1 results - showing 1 - 1  
 
 
ACT
CRM Software
lebronpjrlebronpjr   February 15, 2011
Overall rating 
 
 
2.1
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
2.0
Integration  
 
 
2.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Has steep learning curve for new users. Has too many unrelated capabilities that go unused.

I would only recommend it to firms with a need to keep track of many unrelated details with respect to a large amount of contacts.

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