Stuart Mahoney, head of marketing at Money Workout commented: “The benefits to our sales and relationship management processes became apparent very quickly. Our people find the tools and work flow intuitive and quickly adapted to the system at launch.”

David Aylmer, marketing director at TrigoldCrystal, added that he wanted to sign up many more advisors who require a total end to end sales and administration system..

CRM is a sales and administration system allowing management and reporting on the sales cycle from leads through sales and administration to client reviews.

Prospector compares products either over the entire mortgage term or a selected period to provide an analysis of the total mortgage cost including fees.

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