The following is included in free your initial setup process.

  • We setup email integration for you for Office 365, Gmail or other IMAP mail services
  • We setup your calendar synchronisation with Office 365 or Google Calendar
  • Help you create your email signature for sending email inside of Adviser CRM
  • We provide free unlimited training for the first 30 days
  • We provide training for licensed users only
  • Additional training is available at our hourly training rate
  • Weekly webinars are free for any licensed users to join
  • We have video tutorials available via our secure and exclusive support portal for Adviser CRM licensed users only

The above services are free unless discussed otherwise, beforehand.