monday.com vs Money Advice + CRM

Starting Price

$5.00/month/user

Not provided by vendor

Best For

monday.com is designed for teams of all sizes, it helps both tiny startups and huge enterprises work better as a team. It's so versatile, their customers span a wide range of markets and industries.

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.

Rating


4.7 / 5
(1849)
Read All Reviews

5 / 5
(1)

Ideal number of Users

2 - 1000+

Not provided by vendor

Ease of Use


4.6 / 5

5 / 5

Customer Support


4.7 / 5

Features & Functionality


4.4 / 5

5 / 5

Value for Money


4.4 / 5

Product Features

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

Screenshots

View 5 screenshots 149330 thumb
View 1 screenshot 60873 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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monday.com vs Money Advice + CRM

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