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What is iEnterprise CRM?

iEnterprise CRM (iCRM) is a cloud-based solution crafted specifically for small and medium-sized businesses. This adaptable multi-user platform can be leveraged throughout your organization to efficiently manage your salesforce and boost revenue. It includes all the features typically associated with traditional CRM systems, such as account management, contact management, sales pipeline oversight, issue tracking, campaign management, workflow automation, and robust reporting capabilities. A notable highlight is its seamless integration with popular small business software like Gmail, Outlook, and QuickBooks! Furthermore, we provide dedicated applications for Mac, iPhone, and Android devices. In addition to these essential features, iCRM offers advanced tools for tracking recurring revenue, producing quotes, and overseeing subscriptions, which help streamline nearly every facet of your operations. This comprehensive solution is tailored to meet the unique demands of small and medium-sized companies. Unlike Salesforce.com and comparable platforms, iEnterprise CRM equips users with a full suite of necessary business tools without relying on third-party plugins, all while remaining budget-friendly. Its intuitive interface guarantees that even users with minimal technical skills can navigate the system smoothly. Overall, iCRM empowers businesses to enhance their operational efficiency and drive growth effectively.

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

Alexa
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
WordPress

Integrations Supported

Alexa
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
WordPress

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

iEnterprises

Date Founded

1996

Company Website

www.ienterprises.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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