nomoat / Adviser IQ / Alternatives
Alternatives to Adviser IQ
Adviser IQ: Case tracking, fact finds, AI drafted suitability letters and FCA record keeping for UK brokers who sell mortgages and protection. Here are 9 other products that do a similar job. Of these, 2 have a free plan.
- ContactsPlus
Keep Google, iCloud and Outlook contacts in one list, clear out duplicates, fill in missing details and get reminders to follow up.
Subscription · CRM and sales
- EmailQo
Cold email software that checks your domain and every message for spam risk, warms up the inbox and sends at a human pace.
Subscription · CRM and sales · Agencies
- Ginger
Reads a creator's email to spot brand deal offers, suggests a rate and drafts replies, instead of paying a talent manager.
Subscription · CRM and sales · Creators and writers
- infoodle
Charity CRM for keeping contacts, donations, events and Gift Aid claims in one place.
Free trial · CRM and sales · Charities and nonprofits
- KADO
Digital business cards shared by QR, wallet or link, with captured leads synced to the CRM for professionals and sales teams.
Free plan · CRM and sales
- Lynkle
A shareable link and wallet card with your contact details that collects leads and syncs them to Google or Outlook.
Free plan · CRM and sales
- NetHunt CRM
A sales CRM that lives inside Gmail and pulls deals, emails, chats and calls into one pipeline for small sales teams.
Subscription · CRM and sales
- OnePageCRM
A simple CRM that helps small businesses keep track of contacts, deals and the next follow-up for each lead.
Subscription · CRM and sales
- Sure Send
A sales CRM with a dialer, lead scoring and email delivery tools, sold month to month to growing sales teams.
Subscription · CRM and sales