Our
Customers

AdvicePro has been an invaluable tool for our money and debt advice charity, providing a flexible and customisable solution that allows us to efficiently manage client cases, track outcomes, and meet our funder reporting and compliance needs. The system’s adaptability ensures we can capture the right data for impact measurement, while the responsive helpdesk team is always quick to resolve any technical issues. As part of a wider group trialling AI integration, we are excited about its potential to streamline processes and save approximately 16% of staff time in recording client interactions. AdvicePro continues to evolve, supporting our mission to deliver high-quality advice services.

AdvicePro has been an invaluable asset to our organisation. Six months into a major contract with the ICB, we recognised the need for a more efficient way to track and report on our complex, multi-faceted service. Implementing AdvicePro allowed us to fully customise the system to meet our exact data requirements, ensuring we could effectively monitor service delivery, client outcomes, and key performance metrics.

Before AdvicePro, compiling our monthly reports was a time-consuming process, taking two full days each month. With AdvicePro’s reporting capabilities, we have reduced this to just a couple of hours, freeing up valuable time to focus on frontline service delivery. The system’s flexibility and efficiency have transformed the way we manage data, enabling us to provide more accurate and timely reports to our stakeholders.

Advice NI has been using AdvicePro for over 10 years, and it remains an essential tool in our work. The functionality it provides allows us to focus on delivering high-quality advice across a wide range of issues. The system’s ability to generate bespoke reports is invaluable, enabling us to provide meaningful data to our funders and highlight key policy issues.

We have always found the team at ACM Solutions to be highly responsive and supportive. Their helpline is an excellent resource for resolving day-to-day technical issues, ensuring we can continue our work without disruption. We highly recommend AdvicePro to any organisation seeking a reliable, user-friendly case management system.

Cancer Focus had been reviewing various options for a Client Management System to manage our diverse array of services. We were impressed by the flexibility and customisation of the AdvicePro System.

The AdvicePro team worked closely with us to build internal capacity to customise the system to meet our requirements, develop a training and implementation plan, and have provided ongoing support for onboarding of the system and reconfigurations needed. The support and customer service has been excellent.

The facility to select modules from the system to meet our needs has helped ensure we get maximum value for the costs and optimise our usage. One staff member has said the implementation of the system has been a ‘Game Changer’.

At Better Leeds Communities, we are multifunctional organisation that currently provides Housing, Generalist and Debt Advice under various contracts.

AdvicePro provides our teams with an efficient and user-friendly way to manage their caseloads from initial appointment to case closure. Integrations such as SMS messaging, accessing credit reports and the option for clients to upload documents to the portal only increase the efficiencies.

In addition, customisable profiles allow us to meet differing funder recording requirements and produce funder specific reporting, saving time at the end of the reporting period.

The comprehensive package that AdvicePro provides continues to provide benefits for all stakeholders, from the client and advisor through their journey, to quality assurance colleagues undertaking file reviews, to the manager creating the monitoring reports.

AdvicePro continues to be essential in supporting both Advice Services at the SU. It allows us to be confident that data is stored safely and securely and that we have all the details for each case in an accessible place. AdvicePro has also streamlined our work and means advisors can respond quickly to student need. A special mention to Lynne, who continues to be supportive, brilliant to work with and has provided a number of training sessions that has shaped our work

AdvicePro continues to be the cornerstone of the Foodbank’s Pathways project. It gives us confidence that we can progress Cases for our Clients quickly and accurately, and its configurability and flexible reporting functionality allows us to provide our funders with all the information they need.

Disability Equality North West (DENW) provide direct services to disabled people and their carers. As a Disabled People’s Organisation, all services are run and controlled by disabled people themselves. They have used AdvicePro Custom since January 2010 to help diversify the range of services offered and to set up a Volunteer Bureau.

AdvicePro is an extremely effective and user friendly case management system that adequately supports a full range of advice services including welfare rights, money advice and digital inclusion. The functionality is superb and customization allows for specific tailoring of individual screens to meet the needs of our services. I am also very impressed with the reporting feature which allows for easy development of a wide range of informative reports in a variety of usable formats. AdvicePro allows us to record and report on significant amounts of data easily and efficiently”