Reviews written by merchant82
4 results - showing 1 - 4
4.0 |
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Excellent topic, well presented. Perhaps a little more emphasis on what we can do next in the process, where to start, etc. Maybe the booklet will help.
Webinars
4.0 |
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Lots of material to cover. Might have been more effective if it had been laid out as a two or three part series
Webinars
4.0 |
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It was good but a little confusing. Perhaps the material is so foreign to what I am used to.
CRM Software
merchant82
December 04, 2009
Overall rating
4.8
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
5.0
Productivity
5.0
Client Portal
5.0
Integration
5.0
Security
5.0
Pricing
5.0
Excellent support, quick to update to meet changing rules, etc.
the auxiliary products are excellent; I've come to rely on Protracker to keep me up to date with compliance-related matters.
4 results - showing 1 - 4
