The CRM Built for the Way Advisors Actually Work.

Easily import leads from CSV or Excel, organize leads from any source, manage follow-ups and appointments, and move opportunities from first contact through client conversion.

Track applications and cases through your pipeline, including pending cases, approvals and other case stages, so you can quickly see where business stands.

Keep scheduled client and prospect follow-ups organized in one place so important opportunities and next steps do not fall through the cracks.

Record important notes, create to-dos and keep action items organized alongside the clients, leads and business you are managing.

Keep complete client records, notes, documents and to-dos organized, with a built-in Fact Finder for gathering and maintaining important client information.

Track calls, appointments, presentations and closes with weekly, monthly and yearly performance views.

Track business expenses and mileage in one place, with easy CSV/Excel export for accounting, recordkeeping and tax preparation.

Manage your schedule with Google Calendar and Meet integration.

Communicate quickly using saved templates, placeholders and communication history.

Keep client materials organized and share PDFs and flyers directly from the CRM.

Track business production, commissions and reporting without leaving your CRM.

Set goals, measure progress and see the activity behind your results.

Use shared company resources while creating your own templates, scripts and personal resource library.

Keep carrier sites, quoting tools, portals and frequently used resources one click away.

Access built-in financial calculators and planning tools directly inside Advisor Hub CRM to analyze client needs and support planning conversations.

Keep important advisor account and login information organized in the built-in Account Vault so essential resources stay accessible from your hub.

Use the built-in AI assistant to help you work through questions and tasks without leaving Advisor Hub CRM.