EngageSuite360 is the CRM for financial advisors, with super intelligence built in, shaped for an advisory practice (pipeline: Introduction → Discovery Meeting → Plan Presented → Proposal Sent → Onboarding → Client): clients and households, proposals from introduction to onboarding, accounts by custodian, and a review calendar. Ask CRM answers questions about your own book, and Harris, your financial-services agent, drafts the review and follow-up workflows you publish. Set up the day you sign in.
This is the exact deal pipeline the Financial Services template seeds at signup — the same stages the product ships, not marketing copy:
Your records speak your language too — the template tracks Clients & Engagements, with fields and terminology tuned to financial services.
Every workspace opens Reports v2: forecast, win rate, cycle time and coverage for your clients & engagements. Each stat opens to its formula and the tables it reads, and the charts click through to the records behind them.
Of the deals closed in the last 30 days, the share that were won.
ROUND(won / (won + lost) × 1000) / 10 over deals closed in the window — null when won + lost = 0How many days a deal won in the last 30 days took from creation to close, on average.
ROUND(AVG(closed_at − created_at) in days × 10) / 10 over deals won in the window — null when none were wonHow many times over the open pipeline covers the weighted forecast.
ROUND(10 × pipeline / weighted) / 10 — null when weighted = 0Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.
Records called Clients & Engagements, with fields for the work financial services teams actually do. Ready when you sign in.
Ask “Which deals in “Proposal Sent” have not had a touch in two weeks, and who owns them?” and get the answer in plain English, with the records it used. Your data, not a silo the assistant cannot see.
The assistant inside your CRM knows financial services: your pipeline, your clients & engagements and the jobs your trade repeats. It suggests the next step; you decide.
The assistant drafts the workflow; a person on your team reviews it and publishes. Nothing runs until someone does.
When A new inquiry comes in about “new client inquiry”.
Then Assign it to the right person and set a task to route to the advisor of record or client service.
When A deal has sat in “Proposal Sent” for five days.
Then Create a follow-up task for its owner and draft the check-in email for them to send.
When A deal reaches “Client”.
Then Log the thank-you on the record and schedule the next touch in 90 days.
Harris knows financial services inside out and works inside your EngageSuite360: answering questions about your records, suggesting the next step on a deal and drafting the workflows financial services teams run. Ask Harris anything right here, by chat or live by voice.
Harris also answers the phone for financial services businesses and writes every call into this CRM — add Harris as your receptionist →
It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.
Harris answers every call, email and text on the first ring, qualifies in the language of the deal, and routes the founder, LP or banker to the right partner or analyst the moment it lands — with a logged, compliance-ready note.
One front desk standard across the portfolio: every company's calls, emails and texts caught, routed and logged, with a roll-up the fund can read.
the borrower booked, the right officer, the wire or account question routed to the right desk, every touch logged against the file.
Added separately when you choose: the front desk from The Front Desk Company, other agents from AgentWorks Studio. They work in these same records.
Financial Services problems, one at a time — what changes when an AI agent handles them.
Financial advisory has its own template: Clients and Households, a Proposals pipeline from Introduction to Client, Accounts by custodian, and a Reviews calendar. That template ships a ready-made pipeline (Introduction → Discovery Meeting → Plan Presented → Proposal Sent → Onboarding → Client), industry-tuned terminology, and every core CRM module: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports.
A question box over your own records. Ask "Which deals in “Proposal Sent” have not had a touch in two weeks, and who owns them?" and the answer comes back in plain English with the records it used, so you can open each one. It reads only your workspace, and it asks before it changes anything.
It is the assistant inside your CRM, with financial services expertise: it knows your pipeline, your clients & engagements and the jobs your trade repeats. It answers questions, suggests next steps and drafts workflows. A person on your team reviews each draft and publishes it; nothing runs until someone does.
Minutes. Sign up, choose the template noted above, and your pipeline, terminology and fields arrive pre-configured. Import contacts by CSV and start working.
Yes. Your team shares the same contacts, pipeline, calendar and reports, so handoffs happen in the CRM instead of in text threads. Each person is a user on your plan.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds. Pro includes Ask CRM, Harris and workflows; Business adds teams and permissions, tickets, quotes, sequences and custom objects.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds.
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