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.

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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.

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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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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The best CRM for your team

Shared inbox
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.
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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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.

John McLaughlin Director at Sutherland Black

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!

Pat Surlis Senior Financial Adviser at IPS Financial Advice

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!

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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Mobile CRM for financial consultants

OnePageCRM works on any platform and any device.

Emails

Send and log emails directly from your mobile CRM.

Notes

Use voice-to-text notes to save notes in your CRM.

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.

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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

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Key features of the best CRM for consultants

Follow-up reminders

Actively manage relationships with clients and stay focused.

Simple interface

We keep it simple. No need to pay for hundreds of features you’ll never need.

Multiple mobile apps

Use OnePageCRM’s mobile apps to run your small business on the go.

Top customer support

We are here to support your business growth and help you make the most of your CRM.

21-day free trial

No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.

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

See OnePageCRM in action

Earn with OnePageCRM

Simple CRM for Financial Consultancies

Why financial consultants choose OnePageCRM

Best CRM for Financial Services