Discover OA Life + CRM: The Future of Personalized Financial Guidance in Ireland

About Money Advice + CRM

The recent acquisition of Money Advice by OnlineApplication and its rebranding as OA Life + CRM marks an exciting evolution in financial guidance for individuals in Ireland. This transition not only signifies a commitment to enhancing the user experience but also reflects a strategic move towards integrating advanced technology with personalized financial advice.

The new OA Life + CRM platform promises to deliver a comprehensive suite of tools designed to empower users in managing their finances more effectively. With a focus on user-friendly interfaces and innovative features, clients can expect a seamless experience that caters to their unique financial needs.

Moreover, the rebranding signifies a fresh approach to financial advice, combining the trusted expertise of Money Advice with the cutting-edge capabilities of OnlineApplication. This merger is poised to set a new standard in the industry, offering tailored solutions that are both accessible and effective.

the transition to OA Life + CRM is a positive development for anyone seeking reliable money advice in Ireland. It represents a forward-thinking approach to financial management, ensuring that users are equipped with the best resources to achieve their financial goals.

CRM Features

• Calendar/Reminder System
• Document Storage
• Email Marketing
• Internal Chat Integration
• Marketing Automation Integration
• Mobile Access
• Quotes / Proposals
• Segmentation
• Social Media Integration
• Task Management