Money Advice + CRM vs Salesforce

Awards

Rating


5 / 5
(1)


4.5 / 5
(11738)

Starting Price

Not provided by vendor

$25.00/month/user

Best For

Money Advice + CRM is designed to provide Financial Advisors, Financial Planners, Mortgage Advisors and Finance Consultants with a custom CRM solution specific to their needs.

With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Our customers benefit from a shared main framework, while maintaining privacy.

Ideal number of Users

Not provided by vendor

2 - 1000+

Ease of Use


5 / 5

4 / 5

Customer Support


4 / 5

Features & Functionality


5 / 5

4.5 / 5

Value for Money


4 / 5

Product Features

  • close Calendar/Reminder System
  • check Document Storage
  • check Email Marketing
  • check Internal Chat Integration
  • close Lead Scoring
  • check Marketing Automation Integration
  • close Mobile Access
  • check Quotes/Proposals
  • close Segmentation
  • close Social Media Integration
  • close Task Management
  • close Territory Management
  • check Calendar/Reminder System
  • check Document Storage
  • check Email Marketing
  • check Internal Chat Integration
  • check Lead Scoring
  • close Marketing Automation Integration
  • close Mobile Access
  • check Quotes/Proposals
  • check Segmentation
  • check Social Media Integration
  • check Task Management
  • check Territory Management

Screenshots

View 1 screenshot 60873 thumb
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

Not provided by vendor
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

Not provided by vendor
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of Salesforce vs Money Advice + CRM

Money Advice + CRM vs Salesforce

Share

share Share Your Comparison of Salesforce vs Money Advice + CRM