Free CRM for Financial Advisors

Are you looking for absolutely the top CRM software for financial advisors? Take Bitrix24 for a spin. It’s a leading free CRM solution used by over 10 million businesses worldwide, with many clients in finance, insurance and wealth management industries. What makes Bitrix24 so special?

First, security. Bitrix24 is available both in cloud and on-premise, meaning you have a full control of your client data and decision how the data is stored. Should you choose free or paid cloud service, you can store your data in Amazon Web Services data centers in the US, Germany, India, or Brazil. If you want to purchase on-premise Bitrix24 editions, you can store all records on a server in your own office. It comes with open source code access and thus is fully customizable.

The second important advantage of our financial CRM software is the fact that it allows you to communicate with clients via email, telephony, live chat or mobile messengers. Yes, all of those channels are already integrated with our CRM via Bitrix24 contact center.

The third critical component of our CRM is automation, planning and marketing capabilities. Your clients can receive important updates or special offers via SMS, email or robocalls. Simply set your automation triggers (ex. send SMS to clients who’ve been inactive for over 6 months), and Bitrix24 will take care of the rest.

Bitrix24 commercial plans have additional advantages, such as full workflow automation, client segmentation, records management and advanced reporting. Try Bitrix24 now and take your financial advisory service to a totally new level!