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What is OneDigiFlow?

A user-friendly CRM system allows you to connect with potential clients throughout the inquiry and sales journey, effortlessly create and share quotes, and manage projects, tasks, and job assignments with ease, all while streamlining the invoicing process. This tool significantly enhances your productivity, freeing up valuable time to focus on growing your business. Available 24/7, it only requires your username and password for access, ensuring you can work whenever you need. The dashboard utilizes advanced algorithms and coding to adapt to your interactions, customizing the interface to offer you essential insights at a glance related to quotes, estimates, and invoices, which empowers you to make well-informed business choices. You will appreciate a detailed overview of all transactions displayed on a visually engaging mobile platform, where you can track every action taken by your sales team on each deal for efficient follow-up. Additionally, you can establish product or service SKUs, quickly create estimates, and send them to clients for prompt approval, facilitating a seamless workflow. With these capabilities, your team can remain organized and highly responsive to customer demands, ultimately transforming the way you manage your sales process. As a result, you will experience enhanced collaboration and improved customer satisfaction, propelling your business toward greater success.

What is Money Advice + CRM?

Created and overseen by experienced experts in the financial services industry, this software is the result of over twenty years of specialization in developing applications specifically for the brokerage field in Ireland. It is designed to fulfill the comprehensive office requirements of both large and small enterprises, incorporating features such as marketing strategies, sales processes, advisory services with in-depth needs assessments, cash flow forecasts, compliance measures, an extensive product library, and management of pipelines and commissions. Moreover, it boasts a robust Client Relationship Management system that keeps client profiles and policy details regularly updated in collaboration with a variety of insurers, including Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, and Standard Life, while also sourcing life protection quotes from all available providers. Money Advice +CRM brings together all essential software tools needed by brokers into one cohesive solution. This allows users to provide competitive price quotes directly on their websites and receive timely email notifications for each inquiry submitted. In light of these features, this integrated system not only streamlines broker operations but also significantly improves client engagement and service provision, leading to a more efficient workflow overall. With its user-friendly interface and comprehensive functionalities, this software is poised to revolutionize how brokers operate in a fast-paced market.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$65.93 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OneBizStore Technologies

Company Location

India

Company Website

onedigiflow.com

Company Facts

Organization Name

Money Advice

Company Website

www.moneyadvice.ie/

Categories and Features

CRM

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

Categories and Features

CRM

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

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