The Adviser CRM that’s not a pain in the ass.

The Adviser CRM that’s not a pain in the ass.

Get the CRM that moves your business forward.

Your CRM should:

Be easy to use

Have the latest tech

Make your customers happier

Grow your business

It's always frustrated us that the CRMs that are available for advisers don't tick these boxes, so we took matters into our own hands. We knew it was possible to create a CRM that advisers would love to use, so we did.

Proposition CRM makes all of this possible.

How? We've focused on features that work in 2018, including:

Financial product data support

Understand exactly what your customers have, in one place

Customer focused process automation

Deliver a consistent, customer first level of service

Adviser sales management

Know where your sales are at, from start to finish

Mobile and Tablet apps for easy record keeping

Making it easy to stay in front of client conversations

API Integration

You can integrate ProCRM with all your favourite systems, like email marketing platforms


Make ProCRM work perfectly for your business with easy customisation

Sales AI

Your intelligent assistant is there with you, helping you make deals happen


Client interactions are everywhere. Track physical, web and social interaction

As well as loads more...

We’ve made sure that the journey is easy, by providing access to top class support:

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    We’ll migrate your existing database
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    We’ll give you access to processes and training
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    We’ll work with you on sales automation and improvement

This must cost the world, right? Wrong. Our pricing is simple and cost effective, so you’re getting a return on investment, not a cash black hole.

ProCRM License

Full access to ProCRM

$55 per month

Basic Support

$25 per month

3 users

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    Training videos
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    Issue resolution

ProCRM Silver

$45 per month

3 users

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    Basic, plus:
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    Phone based process optimisation
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    Phone based training

ProCRM Gold

$120 per month

3 users

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    Silver, plus​​​​
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    High priority support
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    Customisation support

ProCRM Gold

$300 per month

3 users

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    Gold, plus
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    Monthly business process optimisation
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    One automation created per month

Book your free 30 minute CRM consultation today

+64 21 113 5592