CRM for Financial Advisors
The CRM for Financial Advisors
Never lose client context again. WebifyGO keeps client relationships, reviews, and follow-ups organized so you deliver better advice.
Free 14-day trial · No credit card required
The Problem
Sound familiar?
Client details and review dates scattered across tools.
Follow-ups and annual reviews get missed.
New prospect enquiries lack consistent follow-up.
How WebifyGO Helps
Everything you need in one platform
Client Records
Keep client details, notes, and documents with a full relationship history.
Review Reminders
Automate annual review and follow-up reminders so none are missed.
Prospect Pipeline
Track new prospects through a clear pipeline to onboarding.
Secure & Isolated
Your data in a dedicated instance with SSL and automatic backups.
One Platform
Get in Touch
Build and run your business from one dashboard
Website, booking system, online store, invoicing, and marketing in one place, so nothing slips through the cracks and your whole team works from the same live data.
Custom built for your industry
Dedicated instance on your domain
Unlimited team members, no per-seat fees
Connects with the tools you already use
Gmail
Google Calendar
Google Workspace
Stripe
WhatsApp
Slack
Microsoft 365
PayPal
QB
QuickBooks
T
Twilio
SG
SendGrid
A
Adobe Sign
D
DocuSign
V
Vonage
Yes. Automate review and follow-up reminders so annual reviews and check-ins never slip.
Yes. Every account runs in its own isolated instance with SSL encryption and automatic backups.
Get in touch and tell us what you need. We'll send a clear proposal and can have your platform live in days, not months.