CRM features

a crm for financial professionals

Scale your brokerage or financial advisory business by automating tedious tasks

let finch do the heavy lifting on admin so that you can spend your time where it really matters

Transform your processes and improve sales

a crm software designed for brokers and financial advisors

our flawless crm software has been developed to help brokerage and financial advisory businesses grow, by reducing time spent on managing databases, trying to obtain access to client policies and files, and managing data and document storage.

as industry experts, we understand the challenges and opportunities faced by insurance and financial professionals. we know what it takes to get the job done, and we’ve designed finch to help you get that job done, enhance your customer service, and increase your sales.

CRM Features

Comprehensive CRM Tools

Store all client info, documents & communications in one place

Access full client history, manage details, and optimise your sales process with our advanced CRM features.

Store all client info, documents & communications in one place
Document Management: Store and organise documents efficiently, with easy categorisation, tagging, and searching
Audit Trails: Keep detailed logs of all actions for accountability and compliance
User Access Management: Control access levels for data security
User-Friendly Interface: Intuitive design for easy data capture and document management
Reporting and Analytics: Generate insights to support decision-making

one software that does it all

this is what you get from our crm

finch is the only all-in-one crm and business management software that’s designed exclusively for brokers and financial advisors. that’s why we’re so confident that it’s the right fit for you. we made it just for you.

effortless data capturing

replace tedious spreadsheets and manual records that are at risk of being lost or breached with an intuitive crm dashboard that makes capturing your client information a breeze.

secure document storage

upload policy documents and client supporting documents to a secure, cloud-based location for safe and easy-to-access storage.

easy multimedia back-up

finch voice-recording allows you to record phone conversations and store them in cloud-based client folders, along with emails and text messages.

exceptional client management

provide your clients with fast, excellent service, accurate data and swift advice, by managing all aspects of their portfolios from one platform.

smooth software integration

if you’re still feeling a little attached to your existing software, no worries. finch is compatible with the industry’s leading platforms, as well as all south african insurance company systems.

personal support

we won’t throw you in the deep end. let our friendly consultants help you customise your finch dashboard and start streamlining your business processes without delay.