A CRM built for financial relationships — leads, clients, partners, service
Track leads, manage client servicing, engage partners, and handle reminders and communication workflows. The operational bridge between sales, support, and retention.
Everything CRM for Brokers & Wealth Firms brings to the table
A focused set of capabilities designed for real workflows in real financial businesses.
Lead pipeline
Multi-stage tracking from prospect to active client with ownership rules and team handoffs.
Client servicing
Tickets, queries, and service requests routed to the right team with SLA tracking.
Partner engagement
Sub-broker, RM, and channel partner workflows with performance tracking.
Reminders & tasks
Configurable reminders, follow-up tasks, and escalation rules.
Communication log
Email, SMS, call, and meeting logs linked to each client record.
Insights
Pipeline analytics, conversion funnels, and team productivity dashboards.
A pipeline that actually closes
Track prospects through onboarding to active client. Ownership, reminders, and SLA tracking are built in — not bolted on.
- Multi-stage pipeline with ownership & handoff rules
- Auto-task creation & reminder scheduling
- Lead source attribution & conversion analytics
- Bulk import & campaign tracking
Service tickets that don't slip through
Every client query becomes a tracked ticket with SLA, ownership, and escalation. Your support team always knows what's next.
- Configurable ticket categories & SLAs
- Auto-routing by branch, RM, or topic
- Escalation rules for breached SLAs
- Full conversation history per client
Connects with the systems and partners your firm already uses
Built for who actually uses it
Ready to see CRM for Brokers & Wealth Firms in action?
Book a 30-minute demo with our product team and we'll walk you through how CRM for Brokers & Wealth Firms fits into your business.