Core Features

Manage your client investments such as KiwiSaver.  Automate annual notices, import csv updates from your suppliers and build rules to trigger notifications when your clients are not getting the maximum Government subsidy.

Send clients surveys and get responses directly back into Adviser CRM for review.  You can send annual review questionnaires, satisfaction feedback, information update requests, referral requests, pre-meeting questionnaires.  Build your own surveys and send to your clients or leads.

Create beautiful web forms to put on your website or any website.  Create your own lead capture forms, loan application forms, any type of web based form, all seamlessly integrated into Adviser CRM.

Create email and letter templates with our template builder. Templates save time and effort when you need to send the same message to your sales lead or clients, but personalised with their information. Just choose a template you want to send and send it.

Use our Calendar, Email and Task features or if you prefer to use Outlook or Google, no problem, we sync with these too. If you create meetings, tasks and phone called inside Adviser CRM it will keep a complete appointment history inside your client record for historical auditing, but still syncs with your preferred calendar.

Manage your loans from application status to post settlement.  Manage your loan application pipeline.  Manage all your client application documents, email history, what has been sent to the lender and what needs to be sent.

Manage all your Life Policies from initial underwriting to post issue servicing.  Keep a complete history of changes, copies of proposals, communication history, insured benefits, and keep policy details all up to date with our insurer data import engine.

A complete client management platform to manage every aspect of your client relationship from an individual contact, a family or maybe even to a complex business with different ownership. Adviser CRM can manage every type of client relationship and keep a complete history of Appointments, Tasks, Emails, Family Relationships, Professional Relationships, Policies, Loans and Files.

Manage all your sales leads from one place. Create tasks, meetings, and emails with a complete history of communication. Put your sales lead nurturing into automation and have then automatically added to your marketing automation so you can keep in touch regularly. Once your lead becomes a client all history, including files, emails etc are all pulled through to your new client account.