Reviews written by tims303

3 results - showing 1 - 3  
 
 
CRM Software
tims303tims303   August 09, 2010
Overall rating 
 
 
3.2
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
5.0

PT does a good job of covering the basics needed in a CRM system.

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tims303tims303   May 20, 2010
(Updated: May 20, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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tims303tims303   May 19, 2010
(Updated: May 19, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

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3 results - showing 1 - 3