CRM for Financial Services


Quick access to crucial client information. Learn your customer’s needs and grow your business faster with one of the best CRM software for financial services.

Capture key data

With a CRM for Financial Services you can grow revenues by building greater efficiency in every stage of the sales process and customer lifecycle.

Find opportunities to cross-sell and up-sell your financial products.

Customise Your CRM for: Assets, KYC data, Commissions, etc. You can also store your KYC documents directly in the client’s record. 

Make prospects ready to buy

A sales pipeline will help you visualize your sales process and will show you where your deals are.

Each stage brings qualified leads to the next phase. You will keep in the previous stage all the leads that have not passed the process.

The visual pipeline in our CRM makes goals easier to achieve by breaking any process down into trackable tasks.

Our CRM for Financial Services helps your sales teams have a complete view of your customers with a single sales and service solution.

Generate new Leads

Capture new leads directly from your website or 3rd parties (agents) into your CRM, automatically create tasks to follow up, and send welcome emails. 

You can create unlimited Web Forms to collect new Leads. You may use your company logo, colors and styling options to match your branding. 

With Onpipeline CRM for Financial Services you can also collect new leads by integrating external systems via API (Application Programming Interface is a software intermediary that allows two applications to talk to each other).

Save time with Automations

Automate and simplify processes across front and back-office. You can save time on recurring tasks like manually sending emails or creating follow-up activities. 

You will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.

External data sync

We provide API and Widgets to organizations that want to connect their account to external data. Also, the ability to add custom fields to the CRM database allows integrations with external systems.

Through our API (included in all plans) it is possible to sync your CRM data with external applications and databases in real time and have all the information you need within Onpipeline. For example, any ERP information, billing details or any relevant data during the sales process may be available within the contact information.

Our API is very simple to use even for a mid-level developer. For any technical needs or information, please know our team is available to provide support.

Onpipeline™ is a cloud-based CRM that helps companies improve customer relationships and never miss business opportunities. Sales teams can easily setup and manage contacts, deals, activities, automations, and the entire sales process from anywhere. Should you have any questions about features, pricing or anything else, please contact us.

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