What you get with CRM4Advisors

CRM4AdivsorsCRM4Advisors is a custom database designed for Financial Advisors and works with ACT! by Sage! (works with most versions of ACT! including the latest version ACT! 2012). It has been developed over a period of nine years through our experiences in the Financial Services sector.

Compare Features and Services

CRM4Adivsors PackagesOption 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.

CRM4Adivsors PackagesOption 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.

CRM4Adivsors PackagesOption 3: CRM4Advisors and ACT! is installed on your server and your desktop computers as described in Option 2, and weset up Backups and Database maintenance systems.

CRM4Advisors - Pricing Table

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.

CRM4Advisors - Service Agreement

ACT! by Sage PremiumCRM4advisors 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.