Debt Consult CRM

Manage Customers

With Our CRM System

The Debt Consult CRM allows us to manage, advise and convert leads and combines both a front end client contact portal and a back end advice and submission reporting CRM. This enables us to maintain the highest standards for our clients in the insolvency and debt management industry.

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Our ground breaking advice module gives the Advisor a complete breakdown on what debt exit strategies are or are not available to the consumer and the reasons why, the system calculates based on their assets, disposable income, creditors and debt level to give you as accurate a picture as possible. It will then offer the ability to send free advice packs to clients we cannot assist further to ensure we are fulfilling our obligation to always offering a complete advice package and ensuring we are Treating Customers Fairly, this means the risk of mis-advice is minimalised and are confident they are only offering suitable solutions.

Improves Productivity – Spend more time helping debtors and less time on admin, automatic text and email campaigns keep your clients updated of every change in status and chases missing docs or reminders regarding appointments etc.

Auto Case Submission – Automatically submit cases to your IP partner without the need for double entry and duplicate systems.

Rapid Documents – Automate proposals and packs. Stores all case documents to each case and saves time on searching for important information.

In Depth Reporting – Instantly see where cases are, which leads perform the best, advisor conversion figures, outstanding documents etc and prioritise your daily tasks.

About Us

Two Financial Services’ ethos is to provide our clients with an excellent service underpinned by quality attention to detail, no issue is too small.

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Money Advice Service

The Money Advice Service is an impartial service set up by the Government to help people manage thier money. To find out more about free debt advice, debt counselling, debt adjustment and credit information services, visit www.moneyadviceservice.org.uk