The All-in-One CRM for Wealth Managers & Financial Advisors
Simplify client communication, streamline compliance, and grow your book of business with a CRM built specifically for the financial services industry.
Trusted by 1,000+ Financial Advisors and Wealth Firms
Why Wealth Managers 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 Build Trust, Deliver Value, and Scale with Ease
Financial advisors need more than just a contact manager. You need a platform that supports relationship-building, automates key workflows, and ensures every client touchpoint is strategic and compliant. InLink CRM gives you the tools to grow your firm—without growing your workload.
Everything You Need to Run & Grow Your Wealth Management Firm
Comprehensive Workflows
Pre-Built Funnels
Automated Invoicing
Email Nurture Sequence
Stale Leads Reactivation
Professional Landing Pages
Sales Pipeline Management
Reviews & Referrals
Automated Workflows That Save Time and Build Relationships
Our all-encompassing system ensures no aspect of your marketing is overlooked:
Lead-to-Discovery Call Sequences – Guide prospects into booked meetings automatically
Onboarding & Document Collection – Streamline the start of every client relationship
Annual Review & Check-In Campaigns – Ensure consistent touchpoints year after year
AUM & Service Tier Segmentation – Personalize communication by client type and value
Stale Lead Reactivation – Reignite interest with automated outreach
Birthday, Holiday & Milestone Drips – Build loyalty with thoughtful, timely messages
Referral & Review Triggers – Let happy clients help grow your book
Stay Top-of-Mind with Prewritten Nurture Content
