Money Advice

Money Advice + CRM



Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product 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

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

Money Advice + CRM Reviews

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