CRM For Financial Services

Take your financial advisory service to a totally new level with Bitrix24.

CRM For Financial Services 

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 9 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!

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

P.S. If you share this page in Facebook or Twitter with hashtag #bitrix24, you'll automatically get a chance to win a 12-month subscription for Bitrix24 Professional ($2400/yr value)

Basic Features

  • Unlimited users free
  • Custom quotes and invoice 
  • 5GB free online storage
  • Web based and on premise
  • Unlimited CRM records free
  • CRM Import/Export
  • Flexible access rights
  • Free mobile apps for iOS and Android
  • API and source code available

Best Free CRM

  • Leads/Contacts/Companies/Deals
  • Custom sales stages
  • Custom fields in CRM
  • Quotes and Invoices
  • Products and Product Catalog
  • CRM activity stream
  • Currencies and taxes

Import & Export

  • Excel & CSV
  • Email to lead
  • Call to lead
  • Web to lead (external web forms)
  • Manual entry
  • Mobile entry

Sales Automation

  • Custom workflows (business processes)
  • Email marketing
  • Access rights
  • Automatic lead assignment
  • Sales funnel
  • CRM reports
  • Tasks and documents
  • Calendar and scheduling

Call Center and Telemarketing

  • Incoming calls
  • Outbound calls
  • Rent local number
  • Rent toll free number
  • Use your number
  • Call recording
  • Call forwarding

For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.

Be sure to check out other Bitrix24 tools:
9,000,000+ organizations have chosen Bitrix24