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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Advisor Promoter is an innovative marketing automation platform designed to assist advisers in establishing connections with both customers and potential clients, fostering meaningful interactions, and ultimately driving business success. Developed by a skilled team of marketing and technology experts with a robust background in creating enterprise-level marketing automation solutions for global markets, Advisor Promoter redefines ease of use while maintaining high functionality. Our system is meticulously crafted to utilize cutting-edge technology, enabling advisers to minimize compliance risks by automating tedious tasks such as the review process. Additionally, it enhances the nurturing of existing relationships through a variety of potent pre-designed campaigns, while also generating new leads through referral initiatives paired with engaging, easily shareable content that can be monitored across various social media platforms. By simplifying the complexities of marketing automation, we empower advisers to focus on what matters most—their clients. Ultimately, Advisor Promoter embodies the essence of making marketing automation accessible and effective for all advisers.

Description

Marketing automation is now accessible and straightforward, eliminating the need for costly integrations. It offers stunning email templates alongside an intuitive journey builder and robust dashboards that cater to enterprise needs—all within a single cohesive platform. With Insightly Marketing, businesses can attract and engage their target audience more effectively, fostering accelerated growth thanks to its seamless integration with Insightly CRM. This integration ensures that customer data flows seamlessly throughout every stage of the customer journey, minimizing the risk of loss or damage. Marketing and sales teams can now work together with a shared understanding of their ideal customer, enhancing collaboration and alignment. You can create visual representations of any customer journey, whether it’s a simple mass email or a complex nurturing campaign. By incorporating logical next-best-action steps, you can provide your customers with valuable learning experiences about your business, guiding them from initial contact to becoming advocates. Furthermore, with advanced reporting and dashboards tailored for enterprise needs, you can significantly enhance the effectiveness of your campaigns, leading to better insights and decision-making. This integrated approach not only streamlines processes but also maximizes the impact of your marketing efforts.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chat Metrics No 
Google Calendar No 
Google Contacts No 
Google Docs No 
Insightly No 
Jotform No 
Kixie PowerCall & SMS No 
Microsoft 365 No 
QuickBooks Online No 
Zoom No 
Zoom Webinars No 

Integrations

Chat Metrics Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Docs Yes 
Insightly Yes 
Jotform Yes 
Kixie PowerCall & SMS Yes 
Microsoft 365 Yes 
QuickBooks Online Yes 
Zoom Yes 
Zoom Webinars Yes 

Pricing Details

$100 per month
Free Trial No 
Free Version No 

Pricing Details

$299 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Moberate Technologies

Founded

2016

Country

New Zealand

Website

www.advisorpromoter.com

Vendor Details

Company Name

Insightly

Founded

2010

Country

United States

Website

www.insightly.com/why-insightly-marketing/

Product Features

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Product Features

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence No 
Search Marketing No 
Segmentation Yes 
Social Marketing No 
Website Visitor Tracking Yes 

Alternatives

Alternatives

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