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D-Link IP Cameras for Home => DSH-C310 => Omna App => Topic started by: agalloway on December 26, 2022, 04:26:19 PM

Title: CRM Software
Post by: agalloway on December 26, 2022, 04:26:19 PM

Hi Gang!  I need your help.  I’m helping organize a special local FPA chapter meeting discussing CRM for Financial Advisors (https://www.findmycrm.com/blog/best-crm-for-financial-advisors) and wondering if anyone can shed some light on their experiences (good and bad) with:

  1. RedTail 2. Act! 3. Junxure 4. EZ-Data   Thanks for your help!   Fred

Title: Re: CRM Software
Post by: agalloway on December 28, 2022, 04:24:05 PM

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Title: Re: CRM Software
Post by: agalloway on January 07, 2023, 04:31:55 AM

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