Turn more leads into revenue with the intuitive CRM for financial services
Start reaching hundreds of leads per day and creating clients for life.
Stress-tested (and loved) by rapidly growing firms
If you’re still tracking deals and clients with old school spreadsheets (or worse, pen and paper) it’s time to step into the future. You need a CRM designed for the rigors of financial services sales.
Wealth Management
Investment Banking
Loans and Lending
Insurance Brokerages
Debt Management
Taxes and Accounting
10x your client base with smarter prospecting
The most successful firms never stop recruiting new business. Easily import lists and contact hundreds of leads per day. Whether your prospects prefer to be reached by email, phone, or text — you can do it all in Close.
Close puts the emphasis on efficiency
Win deals like a firm 3x your size
Automation that empowers retention and upselling.
Reach out to your client base proactively to keep them engaged, and improve lifetime value through upselling and cross-selling. Keep track of key moments to reach out, like 30 days before contract renewal.
Easy account management builds trusting, satisfied clients.
Keep every client relationship at your fingertips. Like a second brain, Close keeps your emails, texts, notes and call recordings in one central place. Give clients quick answers, even if you’re not their main point of contact.
More time in your day means more time to sell.
Tab switching is the silent killer of productivity. In Close, you can fire off a text, launch a Zoom call, and assign a task without leaving the app.
Ditch generic, sub-par tech stacks that hinder your team
While your competition waters down their tech with centralized (but half-baked) solutions, you’ll scale faster with specialized, in-sync sales tools. The future of tech is in customized, fully integrated systems: each with a purpose.
On-demand demo
Learn the how + why of Close in 10 minutes.
Talk to a real human
Get the gist of Close with a guided, B.S.-free tour.