Networks to provide free CRM software tools

Published on

HLPartnership and Mortgage Support Network, which adopted the 360 Dotnet CRM system in 2015, have announced that 360’s suite of marketing modules, which are normally paid for extras, will now be free to members for the next 12 months.

Among the modules included in the deal are Campaign Manager, to help ARs market to their existing client bases, and Performance Explorer, the data analysis and reporting tools suite.

Neil Hoare (pictured), commercial director, said that interacting with existing customers in a post GDPR world is seen by both HLP and MSN as a way for ARs to maintain relationships, identify and meet needs as well as act as a positive means of minimising the chances of customers seeking advice elsewhere.

He said: “One of the key messages from the workshops was the importance of maintaining regular contact with customers. What better way to do that than through the 360 Dotnet CRM system, which has already proven to be one of the most powerful tools in the market.

“We are underlining our commitment to our members by providing the service free of charge in order to encourage more to adopt it as their system of choice.

“Technology is not something which we need to fear as advisers. Instead, it offers all of us the opportunity to link our human understanding and knowledge of the mortgage and protection sector with the kind of technology which can revolutionise the way we all interact with customers, providing them with closer contact, more information and the ability to meet their needs without having to seek help anywhere else.”

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

RICS: Housing market recovery falters as buyer demand weakens

The UK housing market lost momentum in September as rising interest rate expectations weighed...

Cost pressures hold back demand for energy-efficient home upgrades

More than a third of Britons want to improve the energy efficiency of their...

TPFG buys 25% stake in property and mortgage AI business Enteka

The Property Franchise Group (TPFG) has taken a 25% stake in Enteka AI as...

Property professionals back homebuying reforms, CSS poll finds

More than three-quarters of property professionals believe proposed changes to the homebuying and selling...

Accord cuts buy-to-let rates by up to 0.43%

Accord Mortgages is reducing selected buy-to-let rates by up to 0.43 percentage points, with...

Latest publication

Other news

RICS: Housing market recovery falters as buyer demand weakens

The UK housing market lost momentum in September as rising interest rate expectations weighed...

If AI gives us more time to think, we must learn how to think well

The great promise of AI in financial services is usually expressed in terms of...

The right scrutiny is a precursor of growing lending safely

Credit markets have always had to accommodate change, but there are periods when the...