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Author Topic: CRM Software  (Read 783 times)

agalloway

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  • Posts: 127
CRM Software
« 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 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
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agalloway

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  • Posts: 127
Re: CRM Software
« Reply #1 on: December 28, 2022, 04:24:05 PM »
also need help with this epoxy garage flooring charlotte
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agalloway

  • Level 3 Member
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  • Posts: 127
Re: CRM Software
« Reply #2 on: January 07, 2023, 04:31:55 AM »
also, check this quartz flooring st louis
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