advisr-quote-management-software

Advisr

Verified Tool

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

About

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.

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

4.5
Overall Ratings 10-50 Reviews
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.
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.