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Randall Cashmoreleft a comment
Have been through several trials with LACRM over the years. I kept thinking the other CRM players in the financial advisory market must be better since they were all so much more expensive. I tried them all. Retail, Junxure, Ebix, Wealthbox, and several others. Save yourself a ton of time and lots of money. There is no better value in the CRM market than LACRM. Get over any perception you may...
Less Annoying CRMContact manager for small businesses, now with a new design