Build your own free CRM for financial advisors
Manage client relationships, track interactions, and streamline workflows with a no-code CRM tailored for financial advisors.
Customize your CRM around your processes
Create a CRM that matches how you work. Add only the views and features you need, and adjust your setup as your client relationships evolve.
Client onboarding forms
Contact and account management
Meeting scheduling and tracking
Document sharing and storage
Task and follow-up reminders
Pipeline and opportunity tracking
Bring all your client data together in real time
Connect spreadsheets, CRMs, and financial tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your clients and workflows.
Give every advisor a custom, secure CRM experience.
Offer financial advisors a personalized CRM portal with secure logins, client-specific dashboards, and robust permissions—set up in minutes.
Easy, secure logins
Your CRM is mobile-ready by default, so advisors can manage client relationships from their office or on the go.
Works on any device
Your CRM is mobile-ready by default, so advisors can manage client relationships from their office or on the go.
Automations
Connect with your favorite tools to automate follow-ups, meeting reminders, and client communications.
User groups
Allow different advisor teams and support staff tailored dashboards—so each sees only the info relevant to them.
Advanced permissions
Set specific access for client records, reports, or communications, customized for each advisor or team.
Security
Keep client financial information protected. Softr is SOC2 and GDPR compliant for peace of mind.
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Give advisors an AI teammate
Financial advisors can ask AI for client info, insights, or reminders—answers appear instantly inside your CRM where you work.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Set up your CRM for financial advisors in minutes with ready-made templates and drag-and-drop blocks.
Consolidate your stack
Easily add new fields, client segments, or workflows as your advisory business needs change.
Flexible as you grow
Manage your CRM, client portals, and financial dashboards—all in one place, with no extra tools.
Build a fully custom CRM for financial advisors in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your CRM for financial advisors today