Slowly fading
Initially this was an improvement from sales force Redtail etc but they do not update their software. It’s a dinosaur at this point and extremely over priced. Despite paying for the higher tier and “higher service” it takes 3-4 days to get any response back. It’s sad to see a good company go down hill so quickly.
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Support is Horrible
We had to fire RedTail. We hired Wealthbox because they seem to be the best option. The conversion was easy. But whenever we have a tech problem, you get caught in a tailspin of email support. There is no phone number to call where you can get a quick and easy fix. You have to spend hours going back and forth over emails in an attempt to fix the problem.
Oh, and their “event” feature is atrocious. RedTail had lots of problems, but their event feature was excellent. And “events” are critical for a financial advisory firm.
Oh, and their “event” feature is atrocious. RedTail had lots of problems, but their event feature was excellent. And “events” are critical for a financial advisory firm.
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More than a CRM
Best CRM I’ve worked with over my 30+ yr career! Keeping the team in the loop at all times!
Glorified web app
It is pretty apparent when using this app that it’s just a web app in a native wrapper.
Better integration with Phone, or Maps, etc. would be nice to show it is actually native. Or better yet an interface that is clearly native with Liquid Glass or something along those lines.
Better integration with Phone, or Maps, etc. would be nice to show it is actually native. Or better yet an interface that is clearly native with Liquid Glass or something along those lines.
PAID email integration hasn’t worked in 10 months
10 Months in with the same problem.
Title says it all. They’re either incompetent or don’t care.
This has already been brought to support’s attention with no solution offered.
Title says it all. They’re either incompetent or don’t care.
This has already been brought to support’s attention with no solution offered.
