Adviser CRM Features

Adviser CRM comes packed full of features, all at one simple price with no charged for add-ons such as our powerful web forms builder and surveys module.  Below are some of the features included in your subscription plus there are more functions the deeper you dig and the more you use Adviser CRM.

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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.


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 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.


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.

Life Policies2019-03-15T06:40:34+00:00

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.

Our automation sends renewal notices to your clients without you needing to manually send them, but if sending printed letters is still your thing, no problem, that’s easy to do with a few clicks.  Automation can be switched on or off.

Loans and Mortgages2019-03-15T06:40:21+00:00

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.

Keep a complete communication history and use our Workflow Process Builder to build your own loan application processes.

Want to send your client fixed rate expiry notices, no problem, our automation can send fixed rate expiry notices to your clients automatically, and schedule tasks for you and your team to follow up.  Automation can be switched on or off.


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 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.

Send fully written and formatted templates from our mobile app, just like you would on your laptop or desktop, email templates work the same on any device.


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.

Audit Trail2019-03-18T05:43:34+00:00

Need to be audited by the FMA? No problem, we can keep a full audit trail of client history, communication, files, meetings, calls and tasks. A complete view of client history locked and auditable of who changed or added what and when.


Automation can save countless hours of repetitive work such as renewal notices, sending your initial disclosure document, fixed rate expiries, birthdays etc.  Automation will help you keep in touch and communicate with your clients, which will be critical when regular communication to clients will be a requirement.

Use Automation to trigger other events such as Tasks, Meeting Reminders, Emails and much more.  Automation is a powerful tool that comes standard with every Adviser CRM subscription.

Files and Documents2019-03-15T06:39:56+00:00

Keep all your files and document in one place inside Adviser CRM and attach to your clients, policies and loans or; if you prefer to use Dropbox and other document cloud storage, just copy your external link to your client record and it’s just like having your document attached but stored in your preferred cloud storage.

Insurer Data2019-03-15T06:39:22+00:00

Save countless hours of data entry by using our insurer data tool to keep your life policies up to date.  If you don’t have any data, talk to our team about using your insurer data to create new clients and policies for your CRM.

Process Builder for Compliance2019-03-15T06:39:48+00:00

Need to build your business process? Use our custom blueprint process builder so you and your team can follow set processes to ensure you meet your compliance requirements.

You may need different processes for different stages of your client relationship such as new lead process, disclosure process, new client onboarding, complaints etc.

You can build your own business processes, or we can build them for you (additional costs apply).

Security Control2019-03-18T01:17:59+00:00

Build your own security profiles to allow certain people to see and do certain things such as Office Admin can see and edit all adviser records, but advisers can only see their own, or the business owner has complete control over all access and records, or maybe a telemarketer needs view only access. You can provide different set of permissions to various users.

Smartphone Apps2019-03-18T01:18:47+00:00

Use our iOS and Android smartphone apps that allow you to take everything with you in your pocket.  Take all your client information, meetings and tasks with you, even their policies and loans.

Use our smartphone app to make your phone calls so your call will be logged into Adviser CRM as part of your client history.

Free Mobile App

Take everything with you when you’re out of the office.  Make phone calls from the app which get logged into the client history for future auditing.  You can send emails, look up policies and loans.  Everything is updated in “real time”.  If your assistant updates your client information in the office, it is updated on your app instantly and vice versa.

Synchronisation your Calendar with Outlook or Google Calendar.

Mobile Screens

And much more.

Our future roadmap includes features such as lender qualification dashboard, loan file management, client portal with policy and loan information, more 3rd part integrations.

Contact Info

Sean Davis

Phone: +64 9 930 9390

Mobile: +64 27 577 7764

Web: Visit Us Online

Sean Davis