Gold Member

Advisr helps Agencies become more efficient and effective in their media planning and sales engagements. In just minutes, the technology recommends the right data-driven product mix for every campaign, enabling you to capture more revenue and increase share of wallet.

Entry Level Price : $1,000 month


Reimagine your media planning and digital campaign sales engagements. Advisr is a sales operating system that gives organizations the ability to supercharge existing resources. Our solution enables you to build intelligent and personalized plans, dynamically create customized proposals, streamline workflow tasks with automation, and activate sales intelligence to grow revenue and market share.

Advisr Features

Dynamic Proposal Creation
Light CRM Functionality
Omnichannel Media Mix Modeling
Material and Collateral Repository
Communication Tools
Contract Generation
Pipeline Tracking and Reporting

Advisr Reviews

Overall Ratings 10-50 Reviews
Software Features & Functionality
Detailed reporting

The reporting capabilities have been very powerful for the users and they have said that it allowed them to track their sales and marketing performance in great detail. They have mentioned that they mostly created lead generation and sales conversion rates reports on Advisr. They have added the platform also allowed them to create custom reports to track specific metrics that were important to them.

Proposal builder

The most liked feature of Advisr has been the proposal builder by its users. They have been appreciated how easy it was to create and send proposals using Advisr. Some users have stated that they were using the library template and customize the templates based on their clients' needs to save time and focus on more important tasks.

Client portal

The client portal has also got 5-star rating from the users as it helped them to see the proposals' status, due dates, reminder automation, etc. They have added that the clients could sign proposals online and send it back to them via the client portal.

Integrations with Popular CRM Software
Easy integrations with CRMs and marketing automation tools

Users have stated that Advisr integrates with a number of popular CRM and marketing automation tools, such as Salesforce, HubSpot, and Marketo. The integrations have allowed users, mostly agencies, to seamlessly sync their data between Advisr and their other business applications.

Intuitive user interface

Most users have been very positive about the interface. One of the users has said that the user interface was a big improvement over other tools they have used. They have also added that Advisr's interface was much more streamlined and easy to get around.

Affordable pricing plans that fit agencies of all sizes

Most users have highly recommended Advisr to any agency that is looking for an affordable and effective way to streamline their sales and marketing processes.

Customer Service
Great customer support

Users have generally praised the Advisr's customer service for being knowledgeable. They said that they always get a quick and helpful response from the team.

Our team has summarized customer reviews to provide you with a concise overview of what people are saying about the tool on various review sites.