CRM4Advisors.

We designed CRM4Advisors is a custom database designed for the Financial Advisor and Works with ACT! by Sage Corp. We install, configure, test and train on how to use and leverage Contact Management in your business. We also offer you theses systems on your computers, servers, on the Web and in the Cloud. We have partnered with the best in Technical Solutions Providers in Canada. We offer a host of solutions that are effective and work!

Some of the services we offer are:

  • Unique Cloud Offerings (Virtual Desktop/Server)
  • Hybrid Models in the Cloud, including Act for the Web
  • Fully Managed Computer Support (Manage all technical needs of your company)
  • Document Management, VOIP Solutions, and Syncing and leveraging Smart Phones
  • Web Design, including Marketing Strategies (E-marketing, Web Optimization) and Social Media

Over a period of fifteen years, We have built a highly successful and rewarding technical services business. Our experience is intensive as well as extensive. We have acquired strong organizational and administrative skills, in depth experience of the operation and development of business, and extensive knowledge in the practical integration of technology into a variety of corporate and business environments.

Special skills and aptitudes include:

  • Design and Implementation of Contact Management Systems.
  • Extensive experience in Leveraging and Executing Technology into numerous Business Operations.
  • A talent for finding innovative solutions to problems.
  • Being Business Owners ourselves, we have developed a first hand appreciation of what it takes to “Get Things Done” in business.

Option 1

This is for the CRM4Advisors template only. Instructions are provided on how to install the template on your computer(s) after the ACT! software is installed.

Option 2

We install and set up CRM4Advisors at your premises. The price is in additon to the price of the system. This option includes additonal training and support.

Option 3

CRM4Advisors and ACT! is installed on your server and your desktop computers as described in Option 2, and we set up Backups and Database maintenance systems.

Users System Pricing Option 2 *** Option 3 ***

Option1

Basic Install

Server Install

1

$300

$250

$350

2

$500

$300

$500

3-5

$750

$500

$700

6-10

$990

$660

$860

* Prices Quoted in Canadian Funds
** Add applicable taxes to all prices
*** System must be paid before the install
Installation charges invoiced after installs.

 

Service Agreement

CRM4advisors runs on ACT! software, which is not included in the pricing. There are different versions of ACT!, which can be found at www.act.com. If you need help deciding which version is best for you, feel free to contact us.

All prices are based on installing on computer systems and servers that have been maintained correctly, with no conflicts. If a problem arises due to a corrupt computer, virus, malware, etc, additional charges can be incurred.

Support for our products is free for the first 30 days. Paid phone support can be purchased packaged with our products or on a case-by-case bases.

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