Money Advice

Money Advice + CRM



Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • Money Advice
  • www.moneyadvice.ie/

About Money Advice + CRM

Client relationship management software designed to meet the requirements of wealth management, financial services and mortgage areas.


60873

Money Advice + CRM Features

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

Money Advice + CRM Reviews


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