Money Advice + CRM

Money Advice + CRM

Money Advice
+
+

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About

Why use CreateSend? Grow your business with beautifully designed, email marketing campaigns. Easy to use – No setup costs. Send emails your customers won’t ignore. CreateSend is Ireland’s leading email marketing platform. Powerful Email Marketing Share offers with your customers. Get information out to your stakeholders. Keep in contact with your clients and build relationships. You know you need email marketing in your business – but you don’t need it to be costly and complicated. We are Ireland’s leading email marketing platform. Supporting thousands of organisations from around the world, enjoy the benefits of automated email marketing. Your Newsletter – Your Design Template based for simplicity. Choose the design you want. Mobile responsive – looks great on all screens. You’re a brand keen to start talking to your market or a club that wants to get news out fast and cost-effectively.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses interested in an email marketing program that includes templates, campaign management, etc.

Audience

CRM solution for organizations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CreateSend
United States
www.createsend.ie

Company Information

Money Advice
www.moneyadvice.ie/

Alternatives

Webrecruit

Webrecruit

Webrecruit UK

Alternatives

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Categories

Categories

CRM

CRM Features

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

Integrations

Axis LMS
Stackreaction

Integrations

Axis LMS
Stackreaction
Claim CreateSend and update features and information
Claim CreateSend and update features and information
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Claim Money Advice + CRM and update features and information