Reviews written by ikei678

2 results - showing 1 - 2  
 
 
Redtail CRM
CRM Software
ikei678ikei678   August 14, 2010
Overall rating 
 
 
3.5
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Good entry level CRM system

Still a work in process for me

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Continuity Planning For Advisors
Webinars
ikei678ikei678   August 12, 2010
(Updated: August 12, 2010)
4.0
Average Attendee Rating
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2 results - showing 1 - 2