CRM options

for your business

CRMs

We believe it is up to you which CRM system you use for your business

We have however negotiated some discounts on direct licenses.

Xplan

Xplan Client Focus (CRM)

  • mySolutions group rate - $138.85 (usually $158.10)

Host License (CRM)

  • mySolutions group rate - $92.55

To find out more, contact hello@mysolutions.nz

Adviser CRM

  • $155 + GST per month per adviser

  • $90 + GST per month admin licence

  • $650 + GST data migration

30 days’ notice to exit

To find out more, contact Sean Davis (owner and creator) - seand@advisercrm.co.nz