7.02  PRICING

CRM systems are typically more expensive than sourcing systems. This can be explained in part by the number of integrations with other platforms that many have, often offering full sourcing from within the platform itself.

eKeeper offers eKeeper Lite, which is a ‘lightweight’, free version of the full eKeeper CRM suite, It contains limited functionality compared to the full version, which is priced at £39.95 a month.

Trackerhub starts from £15 a month but offers a discount for a two-year licence, which works out at £12 a month. Smartr365 is the most expensive at £100 per licence.

There are often extra licensing cost implications for users of the CRM systems that opt for third-party sourcing integrations.

Figure 7.02: Cost per user (per month exclusive of VAT)

[wpdatatable id=111]

This data was collated in January 2021. Trek Publishing Limited accepts no liability for loss or damage to material submitted for publication.
© 2021 Trek Publishing Limited. All rights reserved.
No part of this report may be reproduced in any form without written permission of the publisher.

technology report cover

TABLE OF CONTENTS

About this report
Executive Summary

CHAPTER 1: Sourcing Systems
1.01: Adviser Research
1.02: Pricing
1.03: Usage
1.04: Coverage
1.05: Additional functionality
1.06: Integrations
1.07: Data

CHAPTER 2: Sourcing Systems - general insurance/protection
2.01: Adviser Research
2.02: Pricing
2.03: Usage
2.04: Coverage
2.05: Additional features
2.06: Integrations
2.07: Data

CHAPTER 3: Sourcing Systems - later life
3.01: The current market
3.02: Pricing
3.03: Usage
3.04: Coverage
3.05: Additional functionality
3.06: Integrations
3.07: Data

CHAPTER 4: Affordability platforms
4.01: Adviser research
4.02: Pricing
4.03: Usage
4.04: Coverage
4.05: Additional functionality
4.06: Integrations

CHAPTER 5: Conveyancing platforms
5.01: Pricing
5.02: Usage
5.03: Additional functionality
5.04: Integrations
5.05: Data

CHAPTER 6: Criteria systems
6.01: Adviser research
6.02: Pricing
6.03: Usage
6.04: Coverage
6.05: Additional functionality
6.06: Integrations

CHAPTER 7: CRM systems
7.01: Adviser research
7.02: Pricing
7.03: Usage
7.04: Integrations
7.05: Additional functionality
7.06: Data

CHAPTER 8: marketing/retention systems
8.01: Pricing
8.02: Usage
8.03: Functionality
8.04: Data

TECHNOLOGY PROVIDER PROFILES
Sourcing systems
Iress
Mortgage Brain
Twenty7Tec
Sourcing systems - GI/protection
iPipeline
Paymentshield
Source Insurance
Uinsure
Sourcing systems - later life lending
Advise Wise
Air Sourcing
Affordability platforms
Affordability Hub
BrokerSense
MBT Affordability
Conveyancing
eConveyancer
The Moving Hub
Criteria systems
Criteria Hub
Criteria Source
Knowledge Bank
CRM systems
360 Lifecycle
eKeeper
Mortgage Magic
One Mortgage System
Smartr365
Trackerhub
Marketing/retention systems
Dashly

COMMENT
Outlook for 2021 for the mortgage advice sector
X