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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Hanna CRM is an innovative tool designed to enhance a company's operational efficiency while also making work enjoyable. This system facilitates the management of customer databases, task organization, sales tracking, project oversight, and report generation all within a single platform. By utilizing Hanna CRM, productivity increases and work becomes more engaging, as users can replace multiple software applications with just one solution. The various functional modules of Hanna CRM allow for easy data entry and streamline the process of finding vital information necessary for informed decision-making. With effective time management features and the automation of routine tasks, users can dedicate more time to high-value activities. Assigning responsibilities for data entry and task allocation not only boosts employee accountability but also minimizes communication errors. An essential factor in selecting and deploying any system is the level of support provided. To ensure a seamless implementation process, we offer live support to our customers, making our assistance readily available and responsive. Furthermore, we provide multiple channels for communication, ensuring that help is always just a few clicks away!

Description

We advocate for the importance of engagement through simplification, aiming to break down concepts into their most digestible forms. Our approach prioritizes clarity, granularity, and ease, which we believe are essential for generating value. Our mission is to foster sustainable and enduring value creation for fee-only advisors, enabling them to develop new revenue streams for their clients. By offering this additional service, financial advisors can enhance their value proposition, allowing clients to benefit from the comprehensive implementation of their financial plans. We strongly believe in creating Win-Win scenarios that benefit both planners and their clients alike. Furthermore, we emphasize the significance of checklists and their transformative power, encouraging actionable steps that can enhance the lives of both advisors and their clients. Ultimately, our goal is to increase the visibility and dynamism of financial advisors, helping them to effectively remind and motivate clients with essential financial planning recommendations. In doing so, we ensure that both advisors and their clients can thrive through improved communication and actionable insights.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$19 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Future IT

Founded

2014

Country

Lithuania

Website

www.hannacrm.lt/en

Vendor Details

Company Name

MyPlanMap

Founded

2014

Country

Canada

Website

www.MyPlanMap.com

Product Features

CRM

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

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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