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
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.
Simplicity & zero admin
Prioritize tasks, tune down the noise, and automate workflows with our straight-forward features and clutter-free interface.
Proactive sales
Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.
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.
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.
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.
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 secure
We store your data on industry-leading Amazon data centers and use encryption that is similar to the one in online banking.
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.
The best CRM for your team
One shared inbox for the whole practice, notes on every client that colleagues can see, and tasks or deals passed to a teammate in a click. Partners can also track KPIs and the pipeline.
Mobile CRM for financial consultants
OnePageCRM works on any platform and any device.
Mobile CRM
Work from your phone when you are out seeing clients. The free iOS and Android apps let you check a client’s history, log a call, add a note, and more.
Route Planner
Client meetings across town are easier to plan with the free On the Road app. It orders your stops to save time, shows the drive time for each, and can call your next client.
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.
QuickBooksCreate invoices and estimates in a few clicks and see QuickBooks history in your CRM.
XeroSend invoices and quotes straight from your CRM and align your sales and accounting.
Sage AccountingKeep all invoices and quotes in CRM to align your sales and accounting teams.
Quick QuotesCreate and email sales quotes in a flash from your CRM for free.
GmailStore emails in your CRM, send and track emails in bulk, create templates, and more.
OutlookUse custom templates, send emails in bulk, track email opens, and much more.
CalendarSync your CRM with Google, Outlook, or Apple Calendars.
WhatsAppConnect WhatsApp to your CRM for easier calls and messaging.
Lead ClipperAdd contacts from any webpage to your CRM in just a few clicks.
ZapierConnect your CRM with thousands of apps and automate your work.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.
100%
follow-up rate
“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 McLaughlinDirector at Sutherland Black“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 SurlisSenior Financial Adviser at IPS Financial Advice+87%
success rate
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.
21-day free trial • No credit card required • Simple setup