NetHunt - CRM for Financial Advisors

Are you looking for a solution to manage your customer data in an efficient way? NetHunt can provide you with the best CRM for financial advisors integrated in the environment of your favorite email system. Organize your customer data and access it at any time you want; manage the leads and share information within your team.

Why do Financial Advisors Need NetHunt CRM?

Why do Financial Advisors Need NetHunt CRM?

The success of any financial advisor depends on their customers. As they acquire more clients, they have to deal with an overwhelming amount of personal data, service details, assets information, etc.
Luckily for financial advisors CRM can optimize this information so they can focus on providing great customer service. Such a solution can automatically book appointments with clients, help you provide personalized service to each client, and expand your reach through a range of channels.

Benefits of NetHunt CRM for Financial Advisors

Benefits of NetHunt CRM for Financial Advisors

NetHunt CRM has the following advantages:

Best Practices of Using CRM for Financial Advisors

Best Practices of Using CRM for Financial Advisors

There are several tips to follow if you want to use CRM software for financial advisors in the most efficient way. First of all, you should focus on making the records in your CRM as accurate as possible so you can refer to them before the next meeting or call. Try to mention even minor things that seem to be irrelevant at the moment: you can use them in the future.
The best CRM practices also include client segmentation. Using the data you have to categorize your clients is great both for marketing purposes and for better customer engagement. You can even spot some connections between your clients that can be used to build future relationships.
Last but not least, take advantage of integrations, as they will link all data in one place and dramatically boost your efficiency.

Try NetHunt CRM for Gmail FREE

No credit card required. Start your 14-day free trial today.

What Does CRM Stand for in Financial Advisors?

What Does CRM Stand for in Financial Advisors?

This term is quite self-explanatory. Customer relation management is the technology of organizing a relationship with your existing and potential customers. However, in most cases, when people mention a CRM system they mean the software that helps to manage contacts, deals, productivity, etc. A CRM for advisors will allow you to organize external interactions, detect opportunities, gather valuable insights, and share information with your colleagues – all at one platform.

NetHunt CRM Features

NetHunt CRM Features

A good CRM solution for financial advisors has some necessary features:

Pricing Options

Kick off with a 14-day trial for any plan. Our Free plan stays free forever.

Free

$0
per user/month (up to 2 users)
CRM essentials included. Minimal setup, free forever. Excellent for startups and small teams up to 2 users.

Professional

$24
per user/month
Customize to your needs, work with the team, and boost your sales. Enjoy powerful Gmail CRM system capabilities, whatever the budget!

Enterprise

$48
per user/month
Ultimate control, flexibility and scalability. Make use of custom development and a dedicated Customer Success Manager.
Customer Reviews

Customer Reviews

Let's find out what our clients think about NetHunt CRM:

Why NetHunt CRM Suits Financial Advisory Business?

Why NetHunt CRM Suits Financial Advisory Business?

We at HetHunt aimed to build a solution that works with your favorite apps and combines powerful functionality with easiness in use. Our CRM system for financial advisors is integrated with Gmail and shares its interface, requires no special training, and has different pricing plans that match your growth.

See what others think about NetHunt

Super ease-of-use in Gmail integration + iPhone app. Top-shelf support. Great price-point. Big fan! Read more
NetHunt CRM is the best CRM I've used and enables our team to handle all CRM tasks with Gmail. Read more
Super easy to setup, does not require any special skills. It just works! Tech support is great and you can communicate with a real person when needed. Read more
NetHunt is designed with sales managers in mind and it shows. There are many things that make my sales process easier to manage. Read more
The moment I start nitpicking on something, it immediately gets fixed or improved. Nice to see that the service is alive and always improving. Read more
NetHunt is a very simple to use system. But behind that simplicity lies great functionality and customisation possibilities. Read more
I love that all the things that are scattered in my G Apps are stored in one place and I do not get lost in my mail. Read more
4.8
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