Adviser CRM Features

Adviser CRM comes packed full of features, all at one simple price with no charged for add-ons such as our powerful web forms builder and surveys module.  Below are some of the features included in your subscription plus there are more functions the deeper you dig and the more you use Adviser CRM.

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Free Mobile App

Take everything with you when you’re out of the office.  Make phone calls from the app which get logged into the client history for future auditing.  You can send emails, look up policies and loans.  Everything is updated in “real time”.  If your assistant updates your client information in the office, it is updated on your app instantly and vice versa.

Synchronisation your Calendar with Outlook or Google Calendar.

Mobile Screens

And much more.

Our future roadmap includes features such as lender qualification dashboard, loan file management, client portal with policy and loan information, more 3rd part integrations.