Infusionsoft vs Money Advice + CRM

Awards

Starting Price

$23.00/month

Not provided by vendor

Best For

Software designed specifically for small businesses, Infusionsoft intelligently helps you get your daily work done.

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 / 5
(1011)
Read All Reviews

5 / 5
(1)

Ideal number of Users

1 - 1000+

Not provided by vendor

Ease of Use


3.5 / 5

5 / 5

Customer Support


4 / 5

Features & Functionality


4 / 5

5 / 5

Value for Money


4 / 5

Product Features

  • check Calendar/Reminder System
  • close Document Storage
  • check Email Marketing
  • close Internal Chat Integration
  • check Lead Scoring
  • check Marketing Automation Integration
  • check Mobile Access
  • check Quotes/Proposals
  • check Segmentation
  • close 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 3 screenshots 142737 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

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

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Infusionsoft vs Money Advice + CRM

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share Share Your Comparison of Money Advice + CRM vs Infusionsoft