no, I use Act! for now and it works great. one free alternative is SugarCRM. It is web based, and is pretty powerful. being opensource, has alot of support.

Do you use ACT!, ACT! Premium, or ACT! for Financial Professional?  Do you have a sales assistant/admin and, if so, does that person have it also?  In other words, can you/do you use it to task items for them to take care of?

I previously used SalesForce -- I liked it but I felt it wasn't quite perfect for Investment Advisors.  RedTail seems Great (especially for the value in the other Non-CRM things they do) and I've heard good things about Advisors Assistant too.

I tested Salesforce, Redtail and Upswing. I’m a former IT-er, and click management is an important thing to me. I don’t need to give a system multiple commands to get something done.



Upswing makes a claim that they require fewer keystrokes and I’ll be darned if that isn’t the case. Significantly less, and to me that’s a key consideration in user comfort. Depends on what you value.

Never heard of upswing. Looks interesting. Does it have a separate area to store firm compliance files like Redtail’s Imaging? Also, can it host email.

I’ve been using Redtail for three years and I am getting bored with it.

Never heard of upswing. Looks interesting. Does it have a separate area to store firm compliance files like Redtail’s Imaging? Also, can it host email.

I’ve been using Redtail for three years and I am getting bored with it.

Never heard of upswing. Looks interesting. Does it have a separate area to store firm compliance files like Redtail’s Imaging? Also, can it host email.