A new take on CRM software solutions, eAdvice Software is a cost-effective solution that is suitable for businesses of all sizes. However, while it is designed to work for smaller organizations as well as larger ones, it is by no means lacking features. Featuring extensive customisable templates and extensive data acquisition features, you can quickly generate custom reports for every business process.
From building your own questionnaires for customers or employees to analysis of all essential data, the comprehensive solution powers a detailed overview of any business and the activities it carries out.
eAdvice is especially suited to the Financial Services Industry, with reports that allow at-a-glance overviews of:
With eAdvice, you can work smarter, not harder. Just build one template and generate multiple reports that provide insight into every aspect of the business. Keep your compliance documents and notes together, have notes to hand whenever they are needed. Assisting with organisation and analysis, eAdvice provides a comprehensive toolbox that can add efficiency and identify problems in any business, fast.
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Template engine module
Pre-build templates
Build your own template
Monthly
$250 +GST
PER MONTH
Template engine module
Pre-build templates
Build your own template
Licensee Enterprise
$POA
Template engine module
Pre-build templates
Build your own template