EngageSuite360 is a free CRM built for financial advisors, 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. Track prospects, plans presented, and client reviews in one place: contacts, companies, deals, tasks, calendar, documents, and reports. No subscription, no credit card, 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.
Records 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.
The CRM has no monthly fee and no end date. Unlimited contacts and unlimited teammates. No credit card at sign-up.
We earn when a business adds AI agents, such as an AI front desk or an agent for one financial services job. Agents are never switched on for you.
An agent is only as useful as the records it works in. Agents added later work in these same clients & engagements, so nothing has to be moved.
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.
A paid upgrade, added when you choose. The CRM is complete without it.
Harris knows financial services inside out and helps teams like yours get set up on EngageSuite360 in minutes. Ask anything — Harris chats, speaks out loud, and can even talk with you live by voice, right here on the page.
Harris also answers the phone for financial services businesses and writes every call into this CRM — add Harris as your receptionist →
Financial Services problems, one at a time — what changes when an AI agent handles them.
We’re not going to quote you a statistic about other businesses. Put in your own two numbers and do the arithmetic yourself.
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 all core CRM modules included: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents, and reports. No credit card required.
Yes: no subscription and not a trial, with unlimited contacts and teammates. We earn when a business adds AI agents, such as an AI front desk from The Front Desk Company, which work in these same records, so nothing has to be moved when you add one.
The CRM is complete without them. When you add agents, they take the communications first: answering calls, sending reminders, following up. Then they handle the data work, writing every action to the same clients & engagements your team uses. Your people stay with the customer in front of them. Agents are a paid upgrade and are never switched on for you.
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.
No subscription, unlimited teammates, no credit card.
Set up my Financial Services CRM