Reviews written by Searcy
6 results - showing 1 - 6
Webinars
4.0 |
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Webinars
5.0 |
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Helpful but a lot of information; would like to have the slides.
5.0 |
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Very relevant and helpful.
4.0 |
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It was good.
Practice Management
Searcy
April 13, 2010
4.0 |
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Spot on... but what about morphing "A" level clients?
This is all very helpful information and in my experience is true. It is much more efficient (and often more gratifying) to specialize in whatever it is that is...
CRM Software
Searcy
February 01, 2010
Overall rating
3.5
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
4.0
Security
3.0
Pricing
5.0
Great value for the price!
Works pretty good for us but we will likely find an alternative solution to the email issue.
6 results - showing 1 - 6
