Purpose-built managed crm for financial firms across Canada. We understand your specific compliance requirements, workflow, and technology environment.
41%
More revenue for CRM users
$8.71
ROI per $1 invested in CRM
23%
Deals lost due to poor follow-up
2×
Conversion rate with automation
Financial Services face specific managed crm challenges that generic solutions miss.
Client Book Managed in Spreadsheets
Client relationships, reviews, and asset allocations tracked across spreadsheets creates regulatory risk and missed opportunities.
OSC Requires Documented Client Suitability Reviews
A managed CRM creates the audit trail for client contact and suitability reviews automatically.
Referral Revenue Is Left on the Table
Financial services firms with CRM automation capture 2–3x more referrals than those relying on manual follow-up.
Four components that protect and optimize your financial firm.
We stand up, configure, and populate your CRM. Go live in 2 weeks, not 6 months.
Leads, follow-ups, and pipeline stages flow automatically. Your team closes — not admins data.
Live pipeline visibility, conversion rates, and revenue forecasting at your fingertips.
We handle user management, integrations, and CRM health. You never touch the backend.
$295/mo
Everything included. No surprises. Cancel anytime.
Start Your 30-Day Trial90-day satisfaction guarantee. Canadian-compliant.
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