The All-in-One CRM for Financial Services Professionals
Simplify client onboarding, automate communication, and scale your financial practice with a CRM built for advisors, planners, and financial firms.
Trusted by 1,000+ Financial Services Businesses
Why Financial Professionals Struggle Without the Right CRM
- Missed appointments and scheduling chaos
- Difficulty tracking leads and customer info
- Lost Revenue from poor invoicing and follow-ups
- Wasting Hours on manual tasks
InLink CRM Helps You Stay Organized, Compliant, and Growth-Focused
Whether you’re an independent advisor, wealth manager, or financial planner, InLink CRM brings everything you need into one streamlined platform. Automate your workflows, nurture client relationships, and run a practice that feels modern, efficient, and built for scale.
Everything You Need to Run & Grow Your Financial Services Practice
Comprehensive Workflows
Pre-Built Funnels
Automated Invoicing
Email Nurture Sequence
Stale Leads Reactivation
Professional Landing Pages
Sales Pipeline Management
Reviews & Referrals
Financial Workflows Designed for Results
Our all-encompassing system ensures no aspect of your marketing is overlooked:
Lead to Consultation Booking โ Automate early-stage prospect nurturing
New Client Onboarding Sequences โ Deliver a professional, step-by-step welcome process
Client Review & Check-In Campaigns โ Ensure regular engagement and retention
Segmented List Automation โ Send the right content to the right clients (based on plan type, AUM, risk profile, etc.)
Stale Lead Reactivation โ Bring back cold contacts with strategic outreach
Email Campaigns (2 Years Provided) โ Includes tax tips, retirement planning, financial literacy, and more
Holiday, Birthday & Milestone Workflows โ Add personal touches to build stronger client relationships
Review & Referral Requests โ Strengthen reputation and organic growth
Nurture Sequences that Build Trust and Retention
