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

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

Stay top-of-mind with prospects and past clients through our expertly crafted email campaigns, ensuring timely and relevant communication that fosters lasting relationships.

The one you’ve been looking for.

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