These customizable process-tracking tools help you map out your onboarding process for new clients,
and track individual client reviews. At a glance, see the number of new client blueprints that need to
be drafted, and the upcoming client reviews to schedule.
Based on conversations with hundreds of financial planning agencies, we’ve set up fields we think you
want, but you can always add more -- at no additional cost. Want to track your client’s preferred
charities to donate to? Go ahead.
Every note, completed task, attended meeting, and sent email gets logged into each client’s personal
history feed automatically. Compliance team running an audit? Just print out the client’s profile for review.
Business software is never fun. That’s why we’re “Less Annoying CRM”, and not “Never Annoying CRM”.
But we’re here to help make sure you have the least annoying experience ever. You’re here to help your
clients, and we’re here to help you.
Regardless of whether you prefer to hop on the phone for an in-depth conversation about how to track your biggest
client of the year, or want to do some learning on your own, we’ve got you covered -- for free.
Ready to sign up for your free 30-day trial of our Financial Planner CRM? Just click this button...
Try it out for free
We don’t take any credit card information, and it’s only $10 per user per month after. That’s it.
Want to chat a little more first? Just reach out to us here -- we’d love to talk to you.