CRM for Financial Services & Advisors
Strengthen client relationships, automate annual review scheduling, and grow your book of business with referral-driven outreach
Trusted by financial services businesses to automate customer engagement, streamline operations, and drive growth.
Challenges in Financial Services
These common pain points hold financial services businesses back from growing. SMBcrm was built to solve them.
Annual Reviews Fall Behind
Clients expect proactive outreach for portfolio reviews, tax planning, and financial check-ins. When reviews are scheduled manually, they slip -- and clients start wondering if their advisor has forgotten about them.
Referrals Go Unasked
Your best clients are happy to refer friends and family, but without a consistent system to request and track referrals, your most valuable growth channel stays untapped.
Compliance-Risky Communication
Advisors and accountants communicate across personal email, text, and phone with no centralized record. This creates compliance headaches and makes it impossible to audit client communication history.
How SMBcrm Solves It
Purpose-built tools for financial services businesses to automate, engage, and grow.
Automated Review Scheduling
Trigger annual and semi-annual review reminders automatically so every client gets a timely check-in without your team tracking dates in spreadsheets.
Seasonal Outreach Campaigns
Launch pre-built tax season, year-end planning, and open enrollment email and SMS campaigns that keep you top-of-mind during high-intent periods.
Referral Tracking & Nurture
Systematically request referrals after positive interactions and track every referral through your pipeline from introduction to new client onboarding.
Client Pipeline Management
Track prospects from initial consultation through proposal, onboarding, and active management with visual pipeline boards built for financial services workflows.
Centralized Communication Log
Keep every client email, text, and call note in one searchable record your entire team can access -- creating an auditable communication trail.
Measurable Impact for Financial Services
More referrals generated with systematic outreach
Of annual client reviews scheduled automatically
Built for Financial Services Businesses
SMBcrm works for a wide range of financial services businesses, from solo practitioners to multi-location organizations.
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