|
Lite |
Pro |
Power |
Pricing |
£10 per month |
£25 per month |
£45 per month |
Setup & Training |
From £80 |
From £80 |
From £80 |
Maximum Number of Records |
1,000 |
5,000 |
Unlimited |
Inclusive Text Messages |
10 per month |
20 per month |
50 per month |
Additional Text Messages |
From 5p |
From 5p |
From 5p |
Additional Users |
N/A |
£20 per user |
£35 per user |
Integrated Webline Account |
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 |
 |
Insurance Quoting |
Start Free Trial |
Start Free Trial |
Start Free Trial |
Private Medical Quoting - Corporate |
10 quotes per month |
 |
 |
Private Medical Quoting - Personal |
10 quotes per month |
 |
 |
Protection Quotes |
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 |
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Insurance Buy Through |
 |
 |
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Multi Product Quoting |
 |
 |
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Multi Quoting |
- |
 |
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Multi Quote Comparison Reports |
- |
10 reports per month |
Unlimited |
Illustrations |
- |
 |
 |
Comparison Reports |
- |
 |
 |
Business Protection Quoting |
- |
 |
 |
Business Protection Multi Quoting |
- |
- |
 |
Mobile Quoting |
- |
- |
 |
Client Functionality - Personal |
Start Free Trial |
Start Free Trial |
Start Free Trial |
Facebook Integration |
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 |
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Twitter Integration |
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 |
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LinkedIn Integration |
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 |
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Family Sidebar |
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 |
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Show Property on Map |
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 |
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Tablet & Mobile Site |
 |
 |
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Database Import |
- |
 |
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Client Facing Site to view Documents |
- |
 |
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Client Tagging |
- |
 |
 |
Get Directions (mobile site) |
- |
- |
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Postcode Search |
- |
- |
 |
Client Functionality - Company |
Start Free Trial |
Start Free Trial |
Start Free Trial |
All of the above for individual with the company plus: |
- |
- |
- |
Duedil Integration |
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 |
 |
Import Employee Lists |
- |
- |
 |
Client Management |
Start Free Trial |
Start Free Trial |
Start Free Trial |
File & Document Storage |
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 |
 |
Text/SMS Messaging |
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 |
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Client Tagging |
 |
 |
 |
Opportunities Tab & Sales Tracking |
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 |
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Sales Pipeline |
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 |
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Live Policies Tab |
 |
 |
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Automated Email/SMS Renewal Messaging |
- |
- |
 |
Opportunities Tagging |
- |
- |
 |
Data Gathering |
Start Free Trial |
Start Free Trial |
Start Free Trial |
Medical History |
 |
 |
 |
Income & Expenditure |
 |
 |
 |
Full Fact Find |
- |
 |
 |
Medical History - BMI Rating Engine |
- |
- |
 |
Life Insurance Calculator |
- |
- |
 |
Compliance Suite - see below |
- |
- |
 |
Compliance Solution |
Start Free Trial |
Start Free Trial |
Start Free Trial |
All Dcouments Stored Under Each Client |
 |
 |
 |
Needs & Demands Wizard |
- |
 |
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Full Audit Trail - In & Out |
- |
 |
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Compliance Quick Click |
- |
- |
 |
Fact Finding |
- |
- |
 |
Documents of Recommendation |
- |
- |
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Organisation |
Start Free Trial |
Start Free Trial |
Start Free Trial |
Full Calendar Function |
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 |
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Quick Transfer of Tasks |
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 |
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Task Sidebar |
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 |
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Upcoming Event on Dashboard |
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 |
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Daily Email Notifications of Tasks |
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 |
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Tasks Assignment |
- |
- |
 |
Tasks by Tags |
- |
- |
 |
Tasks by Team Member |
- |
- |
 |
Management View |
Start Free Trial |
Start Free Trial |
Start Free Trial |
Pipeline Overall |
 |
 |
 |
Set Permissons for Staff |
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 |
 |
Tasks Overall |
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 |
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Sales Reports |
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 |
 |
Conversion Stats |
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 |
 |
Pipeline by Team Member |
- |
- |
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Tasks by Team Member |
- |
- |
 |
Customisation & Security |
Start Free Trial |
Start Free Trial |
Start Free Trial |
SSL Encryption |
 |
 |
 |
Full Backups Taken Hourly & Stored Securely Offsite |
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 |
 |
7 Different Colour Schemes / Themes |
 |
 |
 |
Customisable Tabs |
 |
 |
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Corporate Images on Comparsion Reports |
- |
 |
 |
Corporate Branding on Main Screen |
- |
 |
 |
Own Domain Name & White Labeled CRM |
- |
- |
 |
Bespoke Solutions |
Start Free Trial |
Start Free Trial |
Start Free Trial |
Entire Database Transfer |
- |
- |
Please Call |
Backoffice & Commission Handling |
- |
- |
Please Call |
Backoffice Linking from your Website |
- |
- |
Please Call |
Website Building |
- |
- |
Please Call |
Functionality Software Solutions |
- |
- |
Please Call |
Integration with Lead Providers |
- |
- |
Please Call |
Fully Tailored Software Suite |
- |
- |
Please Call |
|
Start Free Trial |
Start Free Trial |
Start Free Trial |
Is there a contract to sign?
No, there are no contracts to sign. You are charged monthly.
Do you offer a free trial
Yes, we offer a free 30 day trial. After 30 days, if you wish to continue using our system, simply enter your payment details.
Can I cancel anytime?
Yes, as there isn't any contracts, you are free to cancel at anytime you wish.