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

A lead provider currently has the following available if anyone is interested: Payment is only due once the meeting takes place. Date/Time : 21/5/25 5:00pm Earnings Bracket : £100k + Pensions : £340k + across 5 pots, 1 with £300k, others unconsolidated but totalling roughly £50k - Investments : Industry : Engineering (Director) Goals/Objectives : Pension review, retirement plan and cashflow model Additional Info : PAYE - Employed Southampton based - would like to meet in person after initial consultation Date/Time : 8/5/25 2:00pm Pensions : 200k (drawing 2-3 times a year) Investments : 400k in stocks Industry : Ex-business owner Goals/Objectives : He is wanting to look at IHT planning and reviewing his investment portfolio Additional Info : He is based in Oxfordshire Date/Time : 8/5/25 6:00pm Earnings Bracket : £100k+ Investments : 4 companies, 90 million in assets mainly property, 1 million pound in liquid cash in the bank Industry : Property Goals/Objectives : currently has £1milllion liquid in his bank and would like to look at investments and pension options. Also would like to review his business structure due to CGT worries Additional Info : 4 companies, asset value of roughly £90 million Email Karl Davies: [email protected] with: - Your ideal client criteria (e.g., “UK-based HNWIs over 50”). - Whether you prefer per-appointment or day-rate pricing. - The number of meetings you require and in which asset banding e.g. “10x Gold meetings for the month of May”. - Limited slots available – serious enquiries only. - Please mention Adviser Growth Community or LifeTalk when contacting.