The CRM that turns client conversations into next actions.
martinCRM gives financial advisors a single home for clients, review meetings and campaign responses — with smart automations that convert engagement into booked work.
- Your data, kept private
- Email + campaign automation
- Tasks tied to every reply
Review pipeline
12 due this weekRecent responses
- Karen WilsonYes
- Daniel ParkCall me
- Aisha RahmanYes
Less admin. More advice.
Built specifically for Australian financial advice practices — opinionated where it matters, flexible where it counts.
A single source of truth
Clients, contacts, opportunities and meetings in one place — synced cleanly across your team without spreadsheet chaos.
Automated review workflows
From meeting prep to follow-ups, the right tasks fire at the right time. No more "did anyone send the SOA?" moments.
Campaigns that actually respond
Send reviews, surveys and check-ins. Every reply lands as a task on the right advisor in minutes.
Reporting that tells the truth
Pipeline, response rates, advisor workload — pulled live from the same data your team enters every day.
From sign-up to first review in days, not months.
- 01
Onboard your practice in minutes
Import clients, choose your branding, and connect Microsoft 365 (or use the built-in identity). Your firm is live, your data isolated, your team ready.
- 02
Run your first campaign
Pick a template — annual review, fact-find refresh, fee-disclosure — schedule the send, and watch responses convert into next-step tasks automatically.
- 03
Stay on top of the work
Tasks, opportunities and meeting follow-ups roll up into a clean advisor dashboard. Nothing slips. Nobody re-types anything.
Simple plans for every stage of practice.
Final pricing will be announced at launch. Sign up below and we'll send you early-bird pricing the moment it's live.
Starter
For solo advisors getting their CRM out of spreadsheets.
- Single advisor seat
- Client + contact management
- Email campaigns + responses
- Standard reports
Practice
Most popularFor growing teams that need workflow automation and shared visibility.
- Up to 10 advisor seats
- Review workflows + tasks
- Microsoft 365 sign-in
- Custom fields + lookup values
- Audit log
Enterprise
For larger practices with bespoke needs.
- Unlimited seats
- Dedicated private environment + backups
- Advanced reporting
- Priority support + SLA
Common questions
Be first in line at launch.
Drop your email and we'll send you a single message when martinCRM goes live — including early-bird pricing for your practice.