The CRM for financial advisors and firms that build lasting trust
Wealth managers, accountants and lending teams use Workspaces CRM to nurture prospects, manage client relationships and track every opportunity.
Financial relationships are built over years.
Long nurture cycles and high-value clients demand organized, timely communication. Workspaces CRM makes that effortless.
Prospects go cold during long decision cycles
Automated nurture workflows keep you in touch until the prospect is ready to commit.
Client reviews and renewals get missed
Tasks and calendar reminders surface every annual review, renewal and follow-up on time.
Pipeline visibility is limited
Multi-pipeline management and dashboards show assets, loans or engagements at every stage.
Referrals aren't tracked
Revenue attribution reveals which referral partners and channels bring your best clients.
Everything a finance business needs to grow
From the first inquiry to the final invoice, Workspaces CRM runs the entire client journey in one place.
- Unlimited client contacts and advisor seats
- Multi-pipeline tracking for each service line
- Automated review and renewal reminders
- Custom fields and objects for client data
- Revenue attribution and analytics dashboards
- Secure forms for client onboarding
How can financial advisors keep client reviews on schedule?
Track review dates with tasks and calendars, keep conversations on one client record and organize opportunities by service line. Confirm that your chosen workflows meet your firm's compliance requirements.
Ready to grow your client book?
Join the finance teams already growing with Workspaces CRM. Plans start at $99/month with unlimited contacts, deals and users.
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