FAQs

What are the costs for Adviser CRM

Simple Pricing We have a simple and transparent pricing plan.  Everyone gets the same price regardless of whether you are out on your own or whether you are part of a large group.  We don't give discounts, because Adviser CRM is already discounted. Originally, we launched Adviser CRM at $195 + GST per user per month, and if you were with a group, you would get a discount to $155 + GST per user per month, but the problem we had was if the adviser left the group, they would lose the discount, and that is a difficult [...]

2025-01-29T14:28:01+00:00December 21st, 2024|Categories: |

How to Deactivate and Reconnect your Microsoft 365 email account

If you are experiencing any errors or connection issues, you can check to see whether your email account is still connected by following the video below and you will come to a section where you will see whether your email account is connected or not connected (see image below video) and if it is not connected, carry on following the instructions in the video to disconnect and reconnect.

2024-12-21T05:06:30+00:00December 21st, 2024|Categories: |

Contact Info

Sean Davis

Phone: +64 9 930 9390

Mobile: +64 27 577 7764

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Sean Davis