I rarely get excited about someone else’s software, but I am super excited to let advisors know about the new CRM program I found. I’m so excited about this that for the first time ever, I decided to devote my weekly newsletter to someone else’s software program.
Exclusive Offer—50% Discount the First 3 Months and 30% Lifetime Discount
Because of the number of readers of my newsletter, I was also able to negotiate an EXCLUSIVE offer for ANYONE reading this newsletter 😊. Call it my buying power due to the volume and high-quality nature of the types of advisors in my database.
Click on the following link to sign up to get the discount code:
https://onpointesoftware.com/new-crm
Webinar/Live Demo—May 14th at 2:00 p.m. EST
Once you watch a live demo of how this CRM works, you will be blown away like I was. To sign up for the live demo, click on the following link:
https://onpointesoftware.com/new-crm
Referral from an OnPointe user
How did I find this new/not well-known CRM? I stumbled onto them by accident. I was talking to a $1.5 billion dollar RIA out of Houston who is currently using our OnPointe Risk and Retirement Planning software, and we started talking about CRMs. They said they were using a new CRM that they absolutely loved and that I had to check it out.
I did, and after one demo, we decided to switch the primary CRM for our “advisor-owned” IMO and RIA from Redtail to the new CRM. Our team never loved Redtail, and since the new CRM company can do complete migration (we didn’t have to do anything), it was an easy decision to make.
Much more than a CRM
Let’s be candid, most CRMs all try to do the same things. The new CRM that is the subject of this newsletter has a core CRM that does similar things as other CRMs. But it’s their other capabilities that sold us on making the switch.
Get rid of many other programs you are using
Most advisors, RIAs, etc., are using multiple programs. This new CRM system is like having 13-programs in one. While you may not need or want them all, they are all in the system, and they are FULLY INTEGRATED!
We loved the idea of getting rid of Calendly (a calendar scheduling software), the message app we use, and several more.
The following image lists all 13 tools available and the programs they can replace.
By using one integrated system, advisors can save thousands of dollars a year and the headaches of NOT using programs that are fully integrated. A larger RIA can save tens of thousands of dollars a year.
This new CRM was built for financial planners/insurance agents
You can even track commissions on the sale of insurance products. And the analytics are terrific to help quantify the success of your marketing efforts.
Automated workflows using AI—this new CRM doesn’t just unify your tools; it automates the work those tools used to create.
The platform includes a suite of AI agents: Claudia AI, Sina AI, Speak AI, and their flagship model, Troy AI. These agents live inside your CRM: they join your meetings to transcribe and summarize calls, generate emails, build campaigns and landing pages, and run autonomously to get real work done across your pipeline without your team lifting a finger.
Built for scale—while a new program (new is a relative term), they are growing rapidly. They already have more than 250 users and are adding 20 to 30 new firms every month (all done through word of mouth).
Most users are paying retail and are NOT able to take advantage of the discounted offer from this newsletter. But anyone reading this newsletter can sign up to get 50% off the first 3 months and a 30% lifetime discount (the “Roccy Discount”).
The bottom line—if your firm is stitching together a half-dozen or more tools to manage what should be one workflow, you’re spending more than you need to, in dollars, in time, and in lost conversions. You can increase productivity, add capabilities, and save money by using this new CRM system.
Roth IRA Conversion Showdown:
Right Capital Vs. OnPointe (It’s Mind Blowing)
I made a lot of waves last week with my newsletter. If you missed it, you missed the opportunity to download the following documents:
Download my 18-Page Critique of Right Capital (what’s wrong with…)
Download a 39-Page Right Capital Roth Conversion Recommendation
Download 3 different OnPointe Roth Conversions recommendations
Click on the following to get the downloads:
