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What is Silverbear?

Silverbear proudly stands as the leading Microsoft partner for membership and non-profit organizations throughout the UK and Ireland. Our robust digital platform, powered by Microsoft Dynamics 365, the Dataverse, and Azure, provides outstanding engagement for over seventy organizations that together cater to 4.2 million members. Annually, we manage more than £440 million in subscriptions, donations, and payments securely, which plays a crucial role in supporting our clients' membership initiatives. We are dedicated to making significant investments in product development, ensuring that our membership management solution remains the benchmark in the industry. Discover how Silverbear's platform was instrumental in supporting the Royal College of Nursing during the Covid-19 pandemic and continues to advance their mission. With Silverbear, you will benefit from a committed team of consultants, developers, and project managers who will assist you at every step of your digital transformation journey, making sure you meet your organizational objectives with success. Our comprehensive approach guarantees that we not only meet but exceed our clients' expectations in the dynamic landscape of membership management.

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

Pricing not provided.
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

Silverbear

Date Founded

2000

Company Website

www.silverbear.com

Company Facts

Organization Name

Money Advice

Company Website

www.moneyadvice.ie/

Categories and Features

Membership Management

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website 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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