M2Advisor Guide – Read our In-Depth M2Advisor Review

M2Advisor is a fully functional Crm software platform.

This M2Advisor review has been updated for 2021 by industry experts with years of business software experience in development, implementation and use.

We have collated thousands of datapoints for all of our Crm software reviews.

This M2Advisor review contains the most recent information about M2Advisor.

If you're looking for new Crm software then so many facts will be confusing for you. Finding new Crm software requires expert analyzing skills and thorough understanding. You will need to fully understand what each piece of Crm software can do to ensure it is a good fit for your business. For starters, you have to select the right Crm software provider who will be clear with you constantly.

Within this fast-paced universe of business software, you'll need guidance to make correct decisions. M2Advisor is one such piece of Crm software which will enhance your business. It's important that you understand about M2Advisor until you invest your cash in their software.

Our entire M2Advisor Review covers all you need to know about their Crm software. A fantastic piece of Crm software can ease multiple burdens within a business and provide you favorable ROI. If you want to make a good return on investment, you must use Crm products that contrasts with your business needs.

There's absolutely no sure-fire way to guarantee a good ROI; thus, you must carefully assess any new Crm software before you select them. It is a common misconception that all Crm software will be exactly the same, but that's not true. Wrong judgment, in the beginning, can set your business back.

m2Wealth International is a provider of crm software that has found its way successfully over the years and provides one of the best Crm software on the market. In this review, we have tried to collate a number of the important aspects of M2Advisor. This review will help you to understand whether software from m2Wealth International is a good match for your business or not. We have tried to breakdown all the features and charges for your convenience.

M2Advisor Ratings

M2Advisor Overall Rating
84%
M2Advisor Ease Of Setup Rating
50%
M2Advisor Ease Of Use Rating
30%
M2Advisor Support Rating
40%

Choosing The Best Crm Software For Your Business

When choosing whether M2Advisor is the best crm software for your business there are 5 things to consider and do to make the right choice:

  • Decide what you need to achieve from using M2Advisor
  • Does M2Advisor achieve your needs as a full Crm platform?
  • Fully research the M2Advisor crm platform and toolset. Do the M2Advisor tools and resources align with your business needs?
  • Work out the budget available to implement a new Crm solution and do the offerings from M2Advisor offer the features you need within the budget.
  • Sign up for a account with M2Advisor. Ask for a callback and demo to finally check that the software is right for you.
  • M2Advisor Review – Company Overview

    Full Company Name m2Wealth International
    Website URL http://www.m2wealth.com/
    m2Wealth International Phone Number None
    Year Founded 2001
    m2Wealth International Address Zug, Switzerland
    m2Wealth International Employees (As per LinkedIn) 14
    Revenue Unknown
    Ownership Private
    m2Wealth International Twitter Handle None
    m2Wealth International Twitter Followers
    m2Wealth International LinkedIn https://www.linkedin.com/company/m2wealth-international/
    Main Software Features Automatic data capture, Lead Management, Opportunity Management, Customizable Sales Process, Configurable Reports and Dashboards, Case Management, Account and Contact Management, Task Management,

    M2Advisor Pricing & Costs

    Salesforce CRMSales Essentials Edition

    $25 user per month

    HubSpot CRMFree HubSpot CRM

    $0 Per Month - Paid Yearly

    ActiveCampaignLite

    $9

    What is M2Advisor?

    M2Advisor is a fully functional piece of crm software provided by m2Wealth International and is targeted for small to enterprise sized businesses.

    m2Wealth International was founded in 2001 in Zug, Switzerland.

    All the tools you need to run your advisory business

    M2Advisor Free Trial

    M2Advisor does not offer a free trial.

    While creating this M2Advisor review we found that it offers a lot of advanced crmfeatures with its paid plans. You can learn more about some of the M2Advisor Crm features further on in this M2Advisor review.

    Is M2Advisor The Best Crm platform?

    Crm providers range from one man bands to giant companies; There's a whole lot out there. However, when it comes to choosing a Crm solution, there are several factors that you must factor in. To be able to make sure that M2Advisor is the best Crm solution for your small business, check out our guide below.

    M2Advisor Features

    M2Advisor offers advanced crm festures like Automatic data capture, Lead Management, Opportunity Management, Customizable Sales Process, Configurable Reports and Dashboards, Case Management, Account and Contact Management, Task Management,

    M2Advisor Review - Sales Force Automation Features & Rating

    Sales Force Automation Features Rating
    Contact & Account Management
    88%
    Partner Relationship Mgmt. (PRM)
    81%
    Opportunity & Pipeline Mgmt.
    88%
    Task / Activity Management
    88%
    Territory & Quota Management
    81%
    Desktop Integration
    80%
    Product & Price List Management
    88%
    Quote & Order Management
    85%
    Customer Contract Management
    85%

    M2Advisor Review - Marketing Automation Features & Rating

    Marketing Automation Features Rating
    Email Marketing
    88%
    Campaign Management
    88%
    Lead Management
    88%
    Marketing ROI Analytics
    81%

    M2Advisor Review - Customer Support Features & Rating

    Customer Support Features Rating
    Case Management
    88%
    Customer Support Portal
    88%
    Knowledge Base
    88%
    Call Center Features
    88%
    Support Analytics
    88%

    M2Advisor Review - Mobile & Social Features & Rating

    Mobile & Social Features Rating
    Social Collaboration Features
    88%
    Social Network Integration
    58%
    Mobile User Support
    88%

    Alternatives To M2Advisor

    Looking for an alternative to M2Advisor? Tons of businesses want crm software to help with business goals. What's challenging is finding out whether or not a piece of software you choose is right for you. We have compiled a list of crm software that our reviewers voted best overall compared to M2Advisor. Based on thousands of datapoints, you can see how M2Advisor matches up to their competitors, and find the best fit for your needs.

    The Top 20 M2Advisor alternatives are listed below

    Crust CRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Crust CRM

    Crust CRM was founded in 2019 in Blackpool ,England.

    Crust CRM is the highly flexible, scalable and open source Salesforce alternative, that enables you to sell faster and interact with leads, clients and team members easier then ever before. Seamless integration with Crust Messaging and Crust Identity and Access Management make it the most complete and flexible self-hosted CRM platform on the market.

    Kakkuro CRM Suite

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Kakkuro CRM Suite

    Kakkuro CRM Suite was founded in 2012 in Leawood, United States.

    Kakkuro is a functional and versatile software, allowing for customized collaboration and project tracking for small to medium-sized businesses.

    Black Ice CRM

    Overall rating 86%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Black Ice CRM

    Black Ice CRM was founded in 2009 in Mayfair, London.

    From capturing leads from your website automatically, to tracking leads/accounts and sales opportunities through to quoting, ordering and invoicing our CRM provides a complete solution for your sales cycle.

    PipeRun CRM de Vendas

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About PipeRun CRM de Vendas

    PipeRun CRM de Vendas was founded in 2016 in Porto Alegre, Brazil.

    PipeRun Sales CRM is geared towards automating and increasing sales performance for companies that operate with complex sales and channel management.

    Inboundio

    Overall rating 86%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Inboundio

    Inboundio was founded in 2013 in Bangalore,India.

    World's Most Powerful Inbound Marketing Software

    Oracle Engagement Cloud

    Overall rating 72%
    Setup Rating 60%
    Ease Of Use Rating 73%
    Support Rating 66%
    About Oracle Engagement Cloud

    Oracle Engagement Cloud was founded in 1977 in Redwood Shores, CA.

    Oracle Engagement Cloud (formerly Oracle Sales Cloud) engages your customer earlier and enables you to close deals more often. Equip your team with the proper processes, tools, resources, and intelligence to increase revenues.

    OneDigiFlow

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About OneDigiFlow

    OneDigiFlow was founded in 2015 in Hyderabad,India.

    OneDigiFlow's simple and easy to use interface helps you follow potential customers through the sales cycle, Manage projects & tasks at a glance,

    OctopusPro

    Overall rating 86%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About OctopusPro

    OctopusPro was founded in 2009 in Sydney, Australia.

    OctopusPro is a simple and efficient way to run and grow your mobile service business, allowing you to manage your enquiries, quotes, bookings, invoices, payments, as well as your customers and staff all together in one revolutionary software, all safe and secure in the cloud! Enhance customer experience, increase productivity, create superior operational efficiency and ultimately, generate more revenue!

    QuinataCRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About QuinataCRM

    QuinataCRM was founded in 2002 in Graveley, United Kingdom.

    Simple to use CRM for small business

    CloudCEM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About CloudCEM

    CloudCEM was founded in 2016 in Baltimore, MD.

    Simple and easy CRM to manage business for trade organization with services and products. CloudCEM's intuitive estimation, contract generation, project management, time tracking, scheduling and document management features empower the business productivity resulting in shorter sales cycle, increased manageability of ongoing projects and profitability.

    Ontraport

    Overall rating 84%
    Setup Rating 80%
    Ease Of Use Rating 80%
    Support Rating 90%
    About Ontraport

    Ontraport was founded in 2008 in Santa Barbara, CA.

    Ontraport is an all-in-one integrated platform that delivers essential business features, including a powerful CRM system, membership sites, one-click WordPress hosting, outstanding email delivery, payment processing, direct-mail printing, affiliate management, and our innovative business automation suite.

    HubSpot CRM

    Overall rating 86%
    Setup Rating 83%
    Ease Of Use Rating 86%
    Support Rating 85%
    About HubSpot CRM

    HubSpot CRM was founded in 2006 in Cambridge, MA.

    HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. Yes, it's 100% free, forever.

    Onyx CRM

    Overall rating 70%
    Setup Rating 72%
    Ease Of Use Rating 77%
    Support Rating 83%
    About Onyx CRM

    Onyx CRM was founded in 2018 in Austin, TX.

    Onyx CRM is a proven, 100 percent web-based solution for organizations to power customer relationship management (CRM) strategies. Onyx CRM is built on a single, unified application with a customer-centric design that keeps the customer record at the center, allowing for one-to-many data relationships.

    SmartTouch CRM

    Overall rating 84%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About SmartTouch CRM

    SmartTouch CRM was founded in 2009 in Austin, USA.

    SmartTouch CRM is a solution that includes tools for sales & marketing performance reporting, sales automation, contact record management, and more for real estate professionals.

    Vtiger All-In-One CRM

    Overall rating 86%
    Setup Rating 79%
    Ease Of Use Rating 82%
    Support Rating 87%
    About Vtiger All-In-One CRM

    Vtiger All-In-One CRM was founded in 2004 in Cupertino, California.

    Vtiger All-In-One CRM truly delivers tons of features at low cost. Vtiger manages everything from marketing campaigns, to sales force automation, to customer support.

    Atendare

    Overall rating 86%
    Setup Rating 50%
    Ease Of Use Rating 30%
    Support Rating 40%
    About Atendare

    Atendare was founded in 2011 in Rio Grande do Sul,Brazil.

    Atendare is a complete marketing and sales platform that aims to help you increase your online traffic, capture qualified leads, boost your sales, improve your relationship and multiply your sales.

    Streak

    Overall rating 90%
    Setup Rating 50%
    Ease Of Use Rating 85%
    Support Rating 93%
    About Streak

    Streak was founded in 2011 in San Francisco, CA.

    Streak lets you keep track of all your deals right from your inbox.

    Kreato CRM

    Overall rating 80%
    Setup Rating 50%
    Ease Of Use Rating 67%
    Support Rating 40%
    About Kreato CRM

    Kreato CRM was founded in 2015 in Walnut, USA.

    Kreato CRM is an AI in-built intelligent CRM for sales.

    InStream

    Overall rating 84%
    Setup Rating 84%
    Ease Of Use Rating 87%
    Support Rating 89%
    About InStream

    InStream was founded in 2015 in Poznan, Poland.

    InStream is a CRM software, which combines many online communication channels into one simple platform. It helps small enterprises to build relationships with customers and creates tools for more efficient work.

    Interspire

    Overall rating 82%
    Setup Rating 50%
    Ease Of Use Rating 76%
    Support Rating 92%
    About Interspire

    Interspire was founded in 2004 in N/A.

    All-in-one email marketing, autoresponder, survey and CRM software.