The Salty CRM · Financial Advisers
The CRM built for financial advisers.
From first enquiry to annual review, the Salty CRM nurtures high-trust prospects, keeps every client relationship on schedule, and builds your reputation — built for how an advisory business runs.
Why it fits
Built for the way financial advisers actually work.
Financial advice is the ultimate trust sale. Clients take their time deciding, the relationship is long and recurring, and reputation does most of your selling — which means slow follow-up and forgotten review meetings cost you real money.
The Salty CRM keeps every prospect nurtured and every client on schedule. Automated follow-up earns the trust that wins the engagement, annual reviews get booked without you chasing, and review requests build the credibility new clients look for.
Sound familiar?
The work slipping through your advisory business.
The everyday leaks that cost you clients — and exactly how the CRM plugs them.
Prospects who need time you can't give
High-trust decisions take months of touchpoints. Automated, personal nurture keeps you in front of prospects until they're ready.
Annual reviews that slip
Review meetings are where retention and compliance live, and they're easy to let slide. The CRM books and reminds automatically.
A reputation that isn't working for you
Your results speak for themselves — if people can see them. Automated review requests turn happy clients into visible proof.
What it does
Everything your advisory business needs, in one place.
One platform that catches the lead, wins the review, and gets you paid — no patchwork of apps.
Never miss a lead
Missed-call text-back replies instantly, so a missed call never turns into a lost customer.
Reviews on autopilot
Automated requests turn happy customers into five-star reviews that win you the next ten.
Quote to paid, faster
One pipeline moves every deal from enquiry to quote to invoice — nothing slips through the cracks.
Rebooking built in
Follow-ups and repeat work are scheduled automatically, so revenue keeps coming back.
One inbox
Calls, texts, email and web chat land in one place — answer from your phone or your desk.
See what's working
Dashboards show where your leads come from and what they're worth, in plain numbers.
Questions
Financial Advisers, answered.
Yes. Starter suits independents who want to run it themselves; Pro and Elite are set up for you, including the nurture and review workflows.
Yes. Each client can be set on an annual (or any) review cadence, with automatic booking prompts and reminders so nothing is missed.
It keeps a full, timestamped record of every client communication in one place and automates the recurring touchpoints, so your client contact is consistent and documented.
Built for every business
Other professions we build for.
See the CRM on your advisory business.
Book a 20-minute demo and we'll show you exactly how it would run your day.