/*! elementor - v3.18.0 - 08-12-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} The right customer relationship management (CRM) platform can help financial advisors scale their business with ease. If you don’t have the right tools, it’s easy to mismanage clients and fumble leads (ultimately tanking your business). I’m AJ—here to help. I’ve spent the last decade building my business to a successful multiple seven-figure exit . I’ve learned what works (and doesn’t) while using just about every business management platform under the sun. So, let’s break down this hand-selected list of the best CRMs for financial advisors ! Stick around for some helpful tips to help you pick one! After years of SBB testing, here is our list of the best CRMs for financial advisors: Best CRM for Financial Advisors For Ease of Use: Pipedrive Best CRM for Financial Advisors For Integrations: HubSpot Best CRM for Financial Advisors For Automation: Monday.com Best CRM for Financial Advisors For Client Management: Vtiger Best CRM for Financial Advisors For Beginners: Less Annoying CRM Best CRM for Financial Advisors For Lead Management: Zoho CRM
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.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} How Did We Test The Best CRM For Financial Advisors?
My team and I tested each platform (over six months) in terms of the following:
Hands-On Experience
Ease of Use
Scalability
Feature Assessment
Customer Support
Third-Party Reviews
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
Pipedrive: Best For Ease of Use
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Bonfire Rating: 4.7/5 Pipedrive: Best pipeline management in the game.
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Pipedrive
Learn More Today!
$
21
90
Monthly
Low Startup Pricing
Customizable Project Management
Powerful Lead Generation Tools
Get Pipedrive
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Popular
Why We Picked Pipedrive
Pipedrive is a customer relationship management ( CRM ) tool that focuses on simplicity and ease of use above all else. Some notable features include the following: Fantastic interface Sales pipeline management Client management Scheduling calendar Task tracking Reporting & analytics Pipedrive offers additional features you can pay for as needed, allowing you to tailor your CRM to your business’s specific needs.
Pipedrive Features
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Scheduling Calendar
Managing your schedule and appointments is crucial for any financial advisor. Luckily, Pipedrive offers a fantastic scheduling calendar (shown below) that integrates with your email and other apps (like Google or Outlook Calendar). This allows you to easily do the following: Sync & schedule appointments Set reminders Collaborate with team members (in real time) Pipedrive’s scheduling calendar also offers daily, weekly, and monthly views, making it easy to see everything you have scheduled at a glance. Our two cents: Pipedrive’s calendar interface is intuitive and easy to use, perfect for financial advisors juggling multiple meetings and deadlines.
Client Management
If you’re still stuck using spreadsheets to manage your client data, it’s time for a change. Pipedrive has got you covered with its extensive client management capabilities. This includes the following: Client profiles Contact, lead & deal tracking Custom data fields Email integration File storage Managing your client information in Pipedrive is a breeze; you can easily view all relevant information in one place (like the example below). The color-coded labels are especially helpful for quickly identifying where a client is in the sales process. The rundown: Pipedrive’s client management features make it easy to keep track of all your clients and their information, allowing you to provide better service and personalized communication.
Task Tracking
If you can’t manage your day-to-day tasks, staying on top of everything you need to do as a financial advisor is tough. Pipedrive makes task tracking easy with the following features: Task lists Reminder notifications Customizable task statuses Integration with email & calendar apps With Pipedrive, you can easily see which tasks are a priority and which ones can wait, The new task cards (shown below) are easy to use and visually pleasing, making task management less overwhelming. You can customize the following from each card: Activity type Time & date Location Associated guests Description Associated deals & contacts Plus, each card allows you to see your calendar, so you don’t double-book yourself. The need to know: Pipedrive’s task-tracking capabilities are simple yet effective, helping busy financial advisors stay organized and on top of their workload.
Pipedrive Pricing
Pipedrive offers a free plan in addition to three paid plans: Essential: $21.90/Month Advanced: $39.90/Month Professional: $59.90/Month Power: $74.90/Month Enterprise: $119.00/Month Check out our complete Pipedrive pricing guide.
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#uc_ue_table_elementor_54602c1b .tabulator .tabulator-header .tabulator-col {
color: #000000;
background-color: #FFFFFF;
}
#uc_ue_table_elementor_54602c1b .tabulator .tabulator-header .tabulator-col:hover {
background-color: ;
}
#uc_ue_table_elementor_54602c1b .tabulator .tabulator-header .tabulator-col,
#uc_ue_table_elementor_54602c1b .tabulator .tabulator-header .tabulator-cell,
#uc_ue_table_elementor_54602c1b .tabulator .tabulator-row .tabulator-col,
#uc_ue_table_elementor_54602c1b .tabulator .tabulator-row .tabulator-cell {
border-left-style: solid;
border-left: none;
}
#uc_ue_table_elementor_54602c1b .tabulator-col-resize-handle {
border-width: 1px;
border-left-color: #555555;
border-left-style: solid;
}
@media screen and (max-width: 1024px) {
#uc_ue_table_elementor_54602c1b .tabulator-col-resize-handle {
border-width: ;
}
}
@media screen and (max-width: 767px) {
#uc_ue_table_elementor_54602c1b .tabulator-col-resize-handle {
border-width: ;
}
}
#uc_ue_table_elementor_54602c1b .tabulator-headers .tabulator-col:last-of-type,
#uc_ue_table_elementor_54602c1b .tabulator-row .tabulator-cell:last-of-type{
border-right: none !important;
}
#uc_ue_table_elementor_54602c1b .tabulator-col-resize-handle:last-of-type {
display: none;
}
.tabulator-col,
.tabulator-row,
.tabulator-cell,
.ue-table-column__button {
transition: all .2s ease-in-out;
}
.ue-table-column__button {
display: inline-block;
}
/*
.tabulator-headers>.tabulator-col:not([class*='elementor-repeater-item']),
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column']) {
width: 100px !important;
}
*/
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column'])
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/* widget: Image Card */
.uc_classic_content *{
box-sizing: border-box;
}
#uc_image_card_content_box_elementor_6b24b84a
{
font-size:14px;
overflow:hidden;
color:#8a8a8a;
text-align:center;
position:relative;
width:100%;
box-shadow:rgba(0,0,0,0.10) 0px 5px 20px;
}
.uc_classic_content .uc_classic_content_content h2
{
font-size:21px;
color:black;
}
.uc_classic_content .uc_classic_content_content p
{
line-height:1.5em;
}
.uc_classic_content .uc_classic_content_border
{
display:block;
margin: 0 auto;
}
.uc_classic_content .uc_classic_content_placeholder img
{
width:100%;
object-fit:cover;
}
#uc_image_card_content_box_elementor_6b24b84a .uc_classic_content_content
{
display: flex;
flex-flow: column nowrap;
}
#uc_image_card_content_box_elementor_6b24b84a .btn_wrap
{
margin-top:auto;
}
#uc_image_card_content_box_elementor_6b24b84a .uc_classic_content_content .uc_more_btn {
display:inline-block;
text-decoration:none;
transition: all 0.3s ease;
border-style:solid;
text-align:center;
}
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