Money Advice

Money Advice + CRM


5 / 5
1 review

Who Uses This Software?

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.


Average Ratings

1 Review

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Pricing Details
    Contact Money Advice for pricing details.
  • 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 Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Money Advice + CRM Reviews Recently Reviewed!


Super easy

Oct 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Excellent service and really simple to use.

Cons: Nothing affected what i was wanting to do so I can't fault it.