The unique needs of a financial planning CRM


A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to:

  • Track sales leads
  • Manage financial planning clients
  • Create an intranet for employees to view Standard Operating Procedures (SOP), Frequently Asked Questions (FAQs), Employee Handbooks, Common Files and more
  • Manage financial planning customer satisfaction surveys
  • Create to-do lists so employees can manage tasks on their mobile devices
  • Establish marketing campaigns, editorial calendars and content creation management
  • Manage ongoing projects
  • Enable chat & messaging between staff
  • Keep up-to-date with staff leave requests
  • Manage financial planning seminar or event bookings

Through our onboarding and staff education programs, we ensure that your CRM is tailored to your unique financial planning business needs.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson


For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.