Is there a cost to set up Adviser CRM?

The short answer is no; you can enter your data or import your CSV files yourself.

However, if you want us to import your data into Adviser CRM for you, then there is a minimum one-off charge of $600 + GST.

If you have data you would like is to get into Adviser CRM for you, please contact us, and we will ask for a small sample of data and confirm whether it would take more time and more cost, or whether the minimum charge will meet our expenses to get the data into Adviser CRM for you.