Can either of these be customised?

ADVISER CRM Our Adviser CRM is already fully customised for you, but you can also make your own customisations.  We will continue to develop Adviser CRM and would love to hear what advisers want in future releases. If what you need is not on our roadmap, we can make customisations for your business specifically at an additional cost. ZOHO CRM Zoho CRM comes as a generic CRM and you will most likely need to make [...]

Who provides the support and training?

We provide full ongoing support and training which is part of your subscription.  We provide these using a number of mediums as follows. Video tutorials Online knowledgebase Webinars Remote one on one training Personal one on one or group training (additional costs may apply)

What are the differences between the two CRM’s?

ADVISER CRM This is custom built on the Zoho Development Platform which is not to be confused with the standard Zoho CRM.  Adviser CRM is built for the Life Insurance and Mortgage Adviser.  Adviser CRM is fully customised with Lead Management, Client Management, Policy Management, Renewal Automation, Marketing Automation and everything an adviser needs to run their business. ZOHO CRM This is a generic CRM and still very powerful and can be used for any [...]