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Simple CRM for Financial Consultancies

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.


Why financial consultants choose OnePageCRM

follow up reminders
Bullet-proof follow-up
Use our bullet-proof follow-up system to add reminders with due dates to your contacts and sort them by urgency.
simple crm
Simplicity & zero admin
Prioritize tasks, tune down the noise, and automate workflows with our straight-forward features and clutter-free interface.
task management
Proactive sales
Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.

Financial services business with OnePageCRM

Client experience

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.
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all client info on one page
status and labels
Personalized financial services

Exceed clients' expectations

OnePageCRM helps you put your customer at the center of your business and not only meet their expectations but also exceed them.
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Task management

Use task sequences

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.
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presaved tasks

The best CRM for your team

  • email

    Shared inbox

    Connect individual inboxes to one shared inbox in your CRM. Even if someone goes on holiday, keep the conversations going.

  • Client Profile

    Tasks, notes and reminders

    Leave notes for anyone on your team about changes to a contact and easily assign tasks or deals to your colleagues.

  • Saved Actions

    Tasks, notes and reminders

    Monitor KPIs, keep an eye on the sales pipeline, identify bottlenecks—everything you need to track your team’s progress.

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best crm for teams

What financial consultants say about OnePageCRM

OnePageCRM is one of the top small business CRM tools. It was designed as a simple sales CRM and is used by small businesses around the world. Its action-focused nature, simple interface, and set of powerful features make it the best CRM software for a growing business.

lead capture
CRM automation

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.
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Keep your data secure

We store your data on industry-leading Amazon data centers and use encryption that is similar to the one in online banking.
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OnePageCRM stores data on industry-leading data centers and uses world-class encryption

Mobile CRM for financial consultants

OnePageCRM works on any platform and any device.
mobile crm
Send and log emails directly from your mobile CRM.
Use voice-to-text notes to save notes in your CRM.
speed dialer
Speed Dialer
Keep top leads at your fingertips with our Speed Dialer.
Starred Contacts
Star your VIP contacts to easily call them straight from your CRM.
quoting software
Financial apps integrations

Speed up your invoicing

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 QuickBooks, Xero, and Sage Accounting.
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Connect OnePageCRM to your favorite apps

OnePageCRM is a powerful sales tool that integrates with several apps to make sure that you have everything you need to boost your financial services sales.
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OnePageCRM is the top-rated CRM for financial services

Sutherland Black Chartered Accountants was set up in 2007.

It provides jargon-free accounting advice with a fast and friendly service to Scottish businesses. They have clients in various sectors, including builders, nurseries, security companies, restaurants and pubs.

“The OnePageCRM Mobile App has been a massive help in terms of keeping up with admin, helping us not lose clients along the way. This is a brilliant aspect of OnePageCRM. And I think that the Mobile App is worth its weight in gold just for this.”

John McLaughlin

Director of Sutherland Black

Key features of the best CRM for consultants

crm with tasks and reminders
Follow-up reminders
Actively manage relationships with clients and stay focused.
contact profile
Simple interface
We keep it simple. No need to pay for hundreds of features you’ll never need.
mobile crm
Multiple mobile apps
Use OnePageCRM’s mobile apps to run your small business on the go.
customer support
Top customer support
We are here to support your business growth and help you make the most of your CRM.
free trial
21-day free trial
No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.
crm integrations
CRM integrations
Connect OnePageCRM with your favorite apps to boost your sales and grow faster.
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The CRM you’ve been looking for

The CRM that is built with financial consultants in mind. It makes your follow-up process easy, helps you generate sales, and build long-term relationships. Simple and action-focused.
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No credit card required • 21-day free trial