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Adviser Growth Community

114 members • $29/month

1 contribution to Adviser Growth Community
CRM
Hello everyone, I want to know in your opinion which is the best CRM system to manage leads only. Once the client signs, I can create a client in our portal and follow the normal process. However, managing leads is becoming a little hectic now as until now level was fine and leads were small in number and manageable. I don’t have huge budget, it is only for me so if there are any free options you have used, I would like your opinion on that too. I would like to set up a system where I can nurture these leads as well. TIA
1 like • Jun '25
you need a clearer spec. from what you have said, try pipedrive
1-1 of 1
Charlie Palmer
1
4points to level up
@charlie-palmer-6631
Allied Dunbar sales 1992-97. Sole trader IFA to 2004, Founded Network Financial Ltd to 2014, IFAC compliance to 2023, BATSOFTWARE Compliance to date

Active 251d ago
Joined Jun 3, 2025
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