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What Are You Looking For?

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.


14 Days Free Trial. No Credit Card Required.

Trusted By 2000+ Customers & CRM Experts

  • 100%
    Quality of Support
  • 95%
    Ease of use
  • 91%
    Requirements Fulfillment
  • 100%
    Ease of Doing Business with

  • Finance Online
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  • Business.com
  • Red Herring Winner
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  • Finance Online

Using CompanyHub Financial Advisors CRM software, run your financial practices seamlessly without worrying about how and why. Equipped with tools, the software
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.


14 Days Free Trial. No Credit Card Required.

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

  1. Create tasks and link them to advisory opportunities
  2. 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

Create Contacts Instantly
Add Notes / Tasks / Conversations
Edit Fields of Different Records Like Excel


14 Days Free Trial. No Credit Card Required.

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
Keep repeating for an hour

  • 1. Select Contacts
  • 2. Select Template
  • 3. Send Mail
Done in 2 minutes
CompanyHub - Email Tracking

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


14 Days Free Trial. No Credit Card Required.

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.

Awesome Visualizations

  • Area Chart
  • Bar Chart
  • Pie Chart
  • Line Chart
  • Donut Chart
  • Pivot Table


14 Days Free Trial. No Credit Card Required.

Work Like A Pro

Automated Workflow

Client Segmentation

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?

14 Days Free Trial. No Credit Card Required.

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

Business Management

  • Track Leads
  • Segment Potential Prospects
  • One-click Data Access
  • One-click Invoice And Billing
  • Manage Interactions
  • Pipeline Management
  • Client Management
  • Time Tracking

Advanced Reports

  • Custom Reports
  • Intuitive Dashboards
  • Sales Pipeline
  • Activity Reports
  • Expected Leads

Customer Support Center

  • Mail Merge For Individual Emails
  • Calls To/From CRM
  • Internal Collaboration
14 Days Free Trial. No Credit Card Required.

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.

14 Days Free Trial. No Credit Card Required.

Questions and Concerns

Why buy from you? What makes you so special?
We have been working in CRM space for 8+ years. This gave us the understanding of needs of different companies. We have also used (tried?) many CRMs for our own sales teams. This made us realize that most CRMs are either too basic or too complicated. Also, they lack essential sales tools like email tracking, reporting etc. Frustated, we decided to build it ourselves. As we are also a very design focussed company, we were able to build a really easy yet really powerful CRM that helps companies grow.
What results will I actually get from this?
CompanyHub will help you in 3 ways. 1. You will be able to easily nurture your leads and convert more leads. Thus growing your sales. 2. It will increase your team productivity. Your agents can save several hours and use that to focus on sales. 3. You will get complete visibility. You will be able to track all leads, their conversations, deals in a centralised place. Also you can analyze anything with powerful reporting. So you get everything to grow your business.
Are you guys going to steal my credit card and run away?
Of course not! In fact we recommend you start with our Free Trial first in which we don’t even ask for your credit details. In this Free Trial period you’ll see how awesome CompanyHub is. You can (And must!) invite your team during trial and have everyone use the app. Then you can take feedback from your team after the trial period. If you feel everything is genuine and you see the value, then you can go ahead with paid license.
Are there any long term contracts?
We are pretty confident that CompanyHub will justify it’s value within few days. That’s why we don’t keep any long term contracts and you can opt in for month-to-month plans. You can howerver, pay yearly to get additional discounts.
What’s included in the training call?
In the Training call, one of our CRM consultants will reach out to you and they’ll understand your requirements. After understanding the requirements they’ll guide you to get the best out of your CompanyHub CRM account. You will get a demo as per your requirement. You can also involve your team on the demo.
How do I present this to my team?
You can directly invite your team to your CompanyHub account so they can start using it. CompanyHub is pretty easy to use and we are pretty sure your team will start using from day 1. However in case of any queries, you / your team can get in touch with our support team and they can guide you further.
Are you GDPR compliant?
We know it’s a wild web out there and we value our Customer’s choice to rely on CompanyHub for all their customer information. To comply with this CompanyHub is fully GDPR compliant.
How secure is my data?
Data security is something that we take very seriously here at CompanyHub. In fact we provide you enterprise level 5 layer security : 1. Separate database for every client 2. Secure data transfer using SSL like banks 3. AWS servers, used by leading sites 4. Record level security 5. Field level security.
While sending bulk email whose email address will be used?
Unlike Marketing emails we use your own email address & server to send the bulk emails (one by one). So that chances of your email going into your prospect’s primary inbox is much more higher.
How many emails can I send using CompanyHub?
Most email providers have a daily limit, which is mostly in 100s. Please check your provider’s daily limit for sending mails. CompanyHub allows up to 1000 per day.
Where is my data hosted?
We use AWS servers, which is also used by most of the leading sites.
Will this integrate with other systems?
With different integrations options like Zapier, PieSync and API, CompanyHub can be integrated with all the popular application.
How hard is it to get started on CompanyHub?
Using CompanyHub is as easy as excel. All you need to do is create your account and get started. In case of any doubts or queries you can always reach out to your Customer support.
What is UTron and how does it work?
UTron is your personal sales bot which will help you automate all the boring tasks. With just point and click you can create your UTrons to automate almost all your business processes without a single line of code.
Will CompanyHub work on my mobile device?
We strongly believe it’s a mobile-first world and we don’t want to restrict our client’s sale to their desk. Thats why CompanyHub very easy to us mobile apps for Android and and iOS, which are designed for “always on the go” sales people. So everything you need is just a tap away.
I have my offices setup in different locations, will this work for me?
Yes, CompanyHub will be a perfect solution for you if you have your offices setup in different locations. With CompanyHub you can decide which user can see what information. Also all your teams can easily collaborate at one place while you get complete visibility. You can also create insightful reports within few minutes.
Will there be someone if we need help in setting up the account?
Yes, our support team will be just a message away whenever you need them. Whenever you or your team has any doubts or queries just message/email our team and they’ll be glad to help you. BTW CompanyHub support team was the only company who got 100% satisfaction rating in G2 Crowd’s High performing CRM Spring list.
14 Days Free Trial. No Credit Card Required.

Our Support Team Loves Helping Our Customers
Our Customers Have Shown The Love Too By Rating Them 100% On G2Crowd!

  • Danish Deshmukh
  • Siddhata Khatri
  • Ajay Palkhede
  • Rakesh Chaure
  • Neha Mehta
  • Live Chat
  • Help in Account Setup
  • Personalized Demo

Are You Ready To Get Started With CompanyHub?

14 Days Free Trial. No Credit Card Required.

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