- Flexibility regarding changes or questions we may need answered during integration efforts.

SEI CRM Review
3
Β·
Very good
RatingΒ
4.3
Vertical Industry, Financial Services
Description of SEI CRM
Customer relationship management and accounting contracts system for insurance agents and brokers.
Pros
Pros
- Customer Service Team
- Ability To Track All Your Contacts In One Place
- Easy & Fast Loading Times For Data (Data Does Not Take Long)
Cons
- Expensive Compared Other Options Out There
- Need A Wide Variety Of Features Like Others On Marketplace Have That Are Free Or Cheap.
- Harder Than Some Alternatives At Tracking Emails Via Email Clients
- Lack An Easier User
Pros
- Has good functionality
- Easy access through mobile devices
- Helpful support staff available 24 hours per day 7 days week via chat / phone call
Cons
- Can get frustrating trying new ways around problems