Advice files, reviews and compliance without the admin drag.
Financial planners, insurance brokers and investment advisers managing ongoing client relationships. Install the Financial Services blueprint and CatchaCRM pre-builds your pipeline, fields and catalog — then runs your quotes, invoices, jobs and follow-ups in the same flat-priced system.
Sound familiar?
Annual reviews slip through
Hundreds of clients, no reliable trigger for who is due a review this month.
SOAs and compliance docs scattered
Statements of advice live in folders disconnected from the client record.
Fee disclosure chaos
Ongoing fee arrangements tracked manually across spreadsheets.
What installs the moment you pick it.
Pipeline stages
- Initial Meeting
- Fact Find & Risk Profile
- Strategy & SOA Drafted
- SOA Presented
- Implementation
- Ongoing Review Cycle
Custom fields
- Risk Profile — dropdown
- FUM — currency
- Next Review Date — date
Starter catalog
- Initial Advice Fee
- Ongoing Advice Retainer
- Insurance Review Package
Every item flows into quotes, invoices and deal values automatically.
Built for how financial services actually works.
- Compliance checklists on every advice file
- Recurring retainers bill ongoing fee arrangements automatically
- Review-cycle sequences book annual reviews without chasing
- Immutable audit trail across every client interaction
Plus everything in CatchaCRM
Quoting & invoicing with GST and BAS-ready reports, bank feed reconciliation, dispatch board, support tickets, email & SMS comms hub, AI writing tools, workflow automation and multi-tenant security — one flat price from A$39/month, users included.
Blueprints are stackable — run Financial Services alongside any other template in the same workspace, and swap anytime without losing records.
Your financial services workspace, live in ~2 minutes.
Pick the Financial Services blueprint during signup and start the 21-day free trial — no card required to look around.