Streamline your processes, increase sales and improve your sales performance in financial services. With OnePageCRM, it’s easy to build trust with your clients and grow your business. It’s the only CRM focused on taking sales actions.
Deliver personalized services
Maintain a high level of engagement
In financial services, meeting customer expectations can be a real challenge. That’s why it’s so important to take a tailored approach to every client and prospect.
With OnePageCRM, you can add call results, leave notes, and keep all relevant information on just one page.
OnePageCRM helps you put your customer at the center of your business and not only meet their expectations but also exceed them. Learn more
I wanted to provide a financial service that would model improvements to the amount of money that businesses can make. We’ve built a great system with OnePageCRM that helps us target our clients for maximum results!John McLaughlin Director at Sutherland Black
Automate and reduce manual data entry
Use pre-built actions
You can set tasks for each contact—we call them Next Actions. But if you’ve already found a perfect sequence of tasks, you don’t need to manually input them every time.
You can save the task sequence in your OnePageCRM account and easily use it when needed.
Generate leads in a click
With Lead Clipper, you can capture leads from any web page in just one click. They’ll be instantly added as contacts to your OnePageCRM account.
Keep your data safe and secure
Tighten up your data security
We store your data on industry-leading Amazon data centers and use encryption that is similar to the one in online banking. Learn more
Keep everything in one place
Whether you need to align your sales and accounting or handle taxes, you can do it straight from within OnePageCRM without switching between different systems. For example, we have integrations with Xero and Sage. And you can find even more integrations here.
I trust OnePageCRM. It makes me more organized. It helps motivate me. It’s mature(ing) and developing all the time. OnePageCRM is certainly interested in me and my success and helps me show my interest to my clients. Finally, it’s highly effective and helps in my quest to be the same!Pat Surlis Senior Financial Adviser at IPS Financial Advice
OnePageCRM for Financial Services
Sutherland Black: Bringing Order to Financial Sales with OnePageCRM
John McLaughlin was looking for an easy-to-use CRM that would help his accounting firm focus on building client relationships rather than admin.
Here’s how OnePageCRM has enabled Sutherland Black to create an organized, simple, and bespoke sales process tailored to financial services!
8 Indispensable Tips You Should Know Before Venturing Into Financial Sales
The world of financial sales is competitive, challenging, involves long sales cycles, and requires a strategic approach. We talked to some of our users who work in the industry and are extremely successful in turning its challenges into opportunities.