Money Advice + CRMMoney Advice
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Related Products
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About
We’ve been asking Londoners what they are most looking forward to now that restrictions are starting to lift. Whether it’s dining with friends or trying on clothes in a shop, find out more about London’s most eagerly awaited pleasures here. Business and Personal travel, transport for London approved safety screens, and regular deep cleaning and PPE for drivers. Largest same and next day item courier in London, pick up and send items to home or friends and family, click & collect from all types of shops. Safety first, second, third, fourth. Travel confidently with best in class safety and hygiene. Trained, insured and vetted drivers. Your choice of service, from premium every day to high-end executive cars. London’s largest same day couriers. Addison Lee is your same-day, next-day and international delivery service. Whether you need to move small parcels or larger items, we take pride in delivering securely and on-time.
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About
Managed and developed by experienced financial services professionals the software is the product of more than 20 years experience building software for the broker industry in Ireland. The application is designed to manage the end to end office requirements of big or small firms including marketing, sales, advice including full needs analysis, cash flow projections, compliance, comprehensive product library, pipeline and commissions management. Full Client Relationship Management is also included. Clients and policy details are updated and maintained from the following insurers; Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, Standard Life. Life Protection quotes also provided from all insurers. Money Advice +CRM provides all the software needs of brokers in one package. Provide advice through best price quotes on your web site and receive email notifications of all the enquiries generated.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Anyone looking for a passenger car service application for their travel and delivery needs
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Audience
CRM solution for organizations
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAddison Lee
Founded: 1975
United Kingdom
www.addisonlee.com
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Company InformationMoney Advice
www.moneyadvice.ie/
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Not Supported
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Integrations
Foodetective
Not Supported
jacando HR
Not Supported
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