Reviews written by James

1 results - showing 1 - 1  
 
 
Redtail CRM
CRM Software
JamesJames   June 09, 2010
Overall rating 
 
 
3.1
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
5.0

Good value and intuitive

I hope to implement Redtail email and imaging in the near future, which will leverage the data in the CRM even more.

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