SignalWealth CRM
Your book of business, out of the spreadsheet.
Clients, households and policies, every opportunity, every text, email and call, and the tools that bring new people in, all in one place under your firm's own name and address. A setup checklist walks you through the first hour.
$89 a month for up to three people. No setup fee, no contract. iPhone and Android apps included.
Run your book
For advisors and agents who've outgrown the spreadsheet.
You know your clients. Remembering who needs a call this week shouldn't be the hard part, and you shouldn't need a consultant to set up a CRM built for software sales teams.
A full record for every client
Open a contact and see a summary, tabs for notes, tasks, calendar, messages, opportunities and household, and one timeline of everything that's happened. Add a note, book a meeting, or email, text or call in one click.
Households and policies
See a family together, with each person's policies and your in-force book in one place. Track renewal and surrender dates so nothing slips past.
One inbox for every conversation
Texts, emails, calls and faxes land in Conversations on the right contact, so you and your team can see who said what and reply from one place.
A pipeline you can read at a glance
Move opportunities through your stages and watch value, expected revenue and win rate update on your dashboard.
Reports, ready to hand over
Pipeline, lead sources, appointments, email performance and more, with branded PDF and CSV export. Dashboards and reports filter by advisor and brand.
Your day, waiting for you
Today's calls, meetings and tasks the moment you sign in, plus client onboarding checklists so every new client gets the same care.
Bring new people in
From first click to booked review, on your own domain.
Every lead arrives with where it came from (the ad, the campaign, the page) and goes straight into the right follow-up.
Funnels and forms
Multi-step landing pages with your forms, booking links and webinar sign-ups built in. Start from a template, publish on your own domain, and see which step and which ad converts.
Booking that just works
Meeting types with your hours, buffers and questions. Google or Outlook calendar sync and automatic Zoom links mean no double-booking.
Seminars and events
Registration pages, reminders and check-in at the door, with follow-ups for everyone who came and everyone who didn't, across every date in a series.
Interactive presentations
Walk a client through a calculator-driven presentation by personal or public link, and see what they viewed and answered.
Facebook and Instagram leads
Lead-ad leads flow straight in with their consent recorded, and your Meta ad account learns which leads book, show up and buy.
Prospecting
Find referral partners like CPAs and estate attorneys, and business owners near you, and work them like any other list.
Follow up without thinking about it
Automations, email and texting that do the remembering.
A visual automation builder
Drag out the steps: emails, texts, tasks, waits and branches, started by a form, a booking, a tag, a stage or a funnel conversion. Messages only go out during the hours you allow.
Email in one place
Newsletters, templates and every automated email with its own open, click and reply rates. Unsubscribes work per brand.
Texting and Voice AI
Your own local number for two-way texts and calls, a number for each advisor if you want one, and a Voice AI receptionist that answers, books and follows up. Add-ons, included with Signature.
Your brand
Your name on everything clients see.
Your team works on your own address, like crm.yourfirm.com, with your logo and colors. The client portal, booking pages, funnels and emails your clients see carry your brand, not ours. Market under more than one name? Run every brand from one workspace.
Security and compliance
Your data, kept separate and yours.
- Each firm's data isolated from every other firm's
- Two-factor sign-in required for owners and admins, with passkeys and Face ID
- A copy of every email and text to your archiving service
- Export your contacts at any time
- Your data is only used to run your account
Getting started
Set up in an afternoon, not a quarter.
Launchpad walks you through it: your logo and colors, your calendar, your booking link, your contacts, email from your own domain and your team. Each step checks itself off once it's really done, and a short video shows you how.
When you're ready
Add the Studio to the same login.
Turn your recordings and ideas into shorts, YouTube videos and articles, posted to YouTube, LinkedIn, Facebook and Instagram, with your approval on every piece. Upgrade any time and your CRM stays exactly as it is.
One number. That's the price.
$89/ month
Your whole firm, up to three people. Every CRM feature included. Texting, Voice AI and AI notes are add-ons when you want them.
$18/ person
Add a producer or assistant when you need to. Remove them and the bill drops.
30days free
Try it with your real book. Cancel before the trial ends and you pay nothing.
Try it with your real book for 30 days.
Your address, your logo, your clients. Coming from GoHighLevel? Bring your contacts with the importer.