Reviews written by patp314

2 results - showing 1 - 2  
 
 
Redtail CRM
CRM Software
patp314patp314   November 21, 2009
Overall rating 
 
 
3.7
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Well pleased

only used for two months. love web based. support has been good. have not set up work flow yet but other aspects have worked out above our expectations. well pleased....

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Embedding Processes In Your CRM
Webinars
patp314patp314   November 05, 2009
(Updated: November 05, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

very good...

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2 results - showing 1 - 2