Money Advice + CRM Description
The software was developed and managed by financial professionals with more than 20 years of experience in the development of software for the Irish broker industry. The application can manage all aspects of a firm's office, including sales, marketing, and compliance. It also includes advice, cash flow projections, compliance, product library, pipeline, and commissions management. The application also includes full Client Relationship Management. Clients and policy details can be updated and maintained by Aviva, Aviva Health and BCP Asset Management. Friends First, Irish Life and New Ireland are also included. Standard Life is not included. All insurers offer Life Protection quotes. Money Advice +CRM is a one-stop shop for all your software needs. Get email notifications of all enquiries and offer advice via best price quotes.
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Integrations
No Integrations at this time
Company Details
Company:
Money Advice
Website:
www.moneyadvice.ie/
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Product Details
Platforms
SaaS
Customer Support
Online
Money Advice + CRM Features and Options
CRM Software
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
Money Advice + CRM User Reviews
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