CRM For Financial Advisors
Manage Clients, Prospects And Staff, All In A Single Place
Through Our CRM Solution
Render Best In Industry Client Service Through CompanyHub Financial Advisors CRM
Software Customized Adhering To The Need Of Financial Practice.
Trusted By 2000+ Customers & CRM Experts
100%Quality of Support
95%Ease of use
100%Ease of Doing Business with
- Finance Online
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facilitates easy-to-deploy solutions, apt for the financial advisors.
Adhering to your client financial aspects might seem cumbersome. With CompanyHub Financial Advisors
CRM software uncover potential insights, automate tasks, monitor your pipeline, manage compliance
and instill a better company-client relationship.
Financial Advisors have the responsibility to effortlessly connect with their clients, gather useful
information, store them and use it to analyze and predict what course of action would benefit
them. Using the paper and pen method to collect data or emails to pitch suggestions might
have worked a decade ago. But today, clients expect a friction-free experience.
Financial Advisors CRM Software Is An End To All The Centralization Needs. Advisors Can Effectively
Gather All Of Their Prospects' Data And Use It To Determine Future Undertakings.
Financial Advisors CRM Software gives Financial Advisors the ability to store and track all their leads. Analyze each of their data and predict which would be more beneficial.
With CompanyHub Financial Advisors CRM Software, financial advisors can optimize the extent of information gathered and render services that lead to exceptional customer experience.
Put all of the tools to use, integrate a customized CRM software for all your finance
management needs. An easy to view, a single-page layout that stores all your customer's
information eliminates the need to scan through information and find the appropriate one.
Instead, click open the CRM software customer page and all information is righteously displayed.
Takes Just Few Minutes. But Has Great ROI As Relations Are Everything In Sales.
Keep Track of all your tasks and projects with
CompanyHub Financial Advisors CRM Software
- Create tasks and link them to advisory opportunities
- Lightweight project management features to keep everyone in the loop.
A Self-proclamatory Environment That Allows Financial Advisors To
Manage And Monitor All Their Tasks Seamlessly
Collaborative solutions to optimize lead management
Track Opportunities Of All Leads Through CompanyHub Financial Advisors CRM Software Automation
A pictorial representation of all the leads, their contacts, stages, and closing dates, the Financial Advisors CRM software
is tailored to map all requirements of financial advisors. Customizedstages and status update to keep track of where you
stand and how can you improve your line of actions. Through CompanyHub CRM Financial Advisors Software,
advisors can remain ahead of their customers.
- 1. Paste Email
- 2. Personalize
- 3. Send Mail
- 1. Select Contacts
- 2. Select Template
- 3. Send Mail
Track Email Opens & Link Clicks.
Even from Gmail.
CompanyHub shows you which emails were opened and when. You can experiment & find which subjects & mails get more opens & clicks.
Calendar Grouping To Schedule, Manage and Organize all events, the CompanyHub Financial
Advisors CRM Software Helps Your Keep Track of Engagements
Crafting error-free engagement between the clients and the advisors, CompanyHub CRM for Financial Advisors software help advisors communicate and coordinate in a better way.
One-Click Integration With Google Calendar With CompanyHub Financial Advisors CRM
Automated alerts and reminders to all in the group. Customized notifications educating all on
the occurrence of a new client or an event, the CompanyHub CRM for Financial Advisors
software gives advisors the ease to grow their business with higher efficiency.
Dynamic scheduling of workflow and projected due dates, using our CRM solutions, you
can add the much-needed flexibility in your business undertakings.
Automation On The Go
- Emails to follow up leads
- Generate invoices automatically
- Conditions to customize the workflow
- Automated notifications
- Schedule appointment/meetings
Promote Customer Experience With A Mobile Compatible Version Of CRM Software
Lookup contacts, adjust meetings, enter notes, and attain a 360° view of business operations
Customized Reports To Have A Better View Of The Pipeline And Close Deals Effectively
See sales activities
How many emails they sent, calls they made, new leads etc
Compare Performance of Sales People
Analyze Anything in Realtime
Powerful Report Engine that gives advisors the ease to generate data-rich reports.
For Any Time Frame
Various criteria pattern in-built in the software promotes the creation of customized templates and generate reports to have a personalized view of the data.
- Area Chart
- Bar Chart
- Pie Chart
- Line Chart
- Donut Chart
- Pivot Table
Work Like A Pro
Track all the information you need with custom fields & tables
Advanced reporting and management
See all the important information instantly by customizing columns.
Filter data in a click with saved filters.
If you just got one new client a year, how much would this be worth to you?
Get Everything You Need To Grow Your Sales
In a very easy yet powerful CRM
$49/user per month + $1000 Setup
$24/user per month
- Track Leads
- Segment Potential Prospects
- One-click Data Access
- One-click Invoice And Billing
- Manage Interactions
- Pipeline Management
- Client Management
- Time Tracking
- Custom Reports
- Intuitive Dashboards
- Sales Pipeline
- Activity Reports
- Expected Leads
Customer Support Center
- Mail Merge For Individual Emails
- Calls To/From CRM
- Internal Collaboration
Want to explore more? Financial Advisors CRM Software is an optimal solution for all your
Financial Advisors management problems and gets your team on board. To know more connect
with CompanyHub and avail free consulting.
Questions and Concerns
Our Support Team Loves Helping Our Customers
Our Customers Have Shown The Love Too By Rating Them 100% On G2Crowd!
- Live Chat
- Email Support
- Help in Account Setup
- Personalized Demo