SEI CRM

Customer relationship management and accounting contracts system for insurance agents and brokers.

SEI CRM

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User in Financial Services

Advanced user of SEI CRM

★★★★★

Solid experience overall

What do you like best?

The user interface is easy to understand and the syst m is more intuitive than most CRM systems.

What do you dislike?

The system can be slow from time rock time in terms of switching pages and querying data.

Recommendations to others considering the product:

Spend time navigating all features before diving in and loading clients

What problems are you solving with the product? What benefits have you realized?

This isn't a solid CRM system that is helpful for tracking call reports and recording client data

Review source: G2.com