All In One, Easy to Use Platform

Autom8 CRM is a comprehensive, all-in-one platform designed to streamline and enhance the operations of independent financial advisors. By consolidating essential tools into a single, user-friendly interface, Autom8 CRM empowers advisors to focus on delivering exceptional client service and growing their practice.

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Key Features Include:

Client Relationship Management
(CRM)

Maintain detailed client profiles with unlimited contacts, smart lists, and tagging. The unified conversation feed allows seamless communication across
multiple channels, including calls, SMS, email, and social media, ensuring all interactions are efficiently
managed in one place.

Appointment Scheduling and Calendar Management

Autom8 CRM offers unlimited calendars with advanced scheduling options, enabling advisors to manage appointments effortlessly. Features such as service menu calendars, synchronization capabilities, and the ability to accept upfront payments for appointments enhance operational efficiency.

Pipeline and Opportunity Management

Create and customize unlimited pipelines to
effectively track and manage client opportunities. Automate the client journey and lead
nurturing processes to ensure consistent
engagement and progression through
the sales funnel.

Marketing Automation

Develop and execute targeted email campaigns using the drag-and-drop email creator and a variety of templates tailored to the financial advisory sector. Features like drip scheduling, automatic subscribe/unsubscribe management, and trigger links facilitate efficient and personalized client outreach.

Workflow Automation

Autom8 CRM enables you to automate repetitive tasks and workflows, saving time and reducing errors. From sending follow-up emails and appointment reminders to triggering actions based on client behaviors, the platform ensures your operations run smoothly with minimal manual intervention.

Website and Funnel Builder

Design professional websites, landing pages, and sales funnels with ease using customizable templates
and a user friendly drag-and-drop editor. This feature enables advisors to establish a robust
online presence and effectively capture
and convert leads.

Course and Membership Management

Create and manage unlimited courses and communities to offer value-added services to clients. The platform supports course builders with templates, community creation tools, and the issuance of course completion certificates, facilitating client education and engagement.

Reputation Management

Monitor and enhance your online reputation with tools for automatic review requests and responses. Manage reviews across platforms like Google and Facebook, and utilize the review score dashboard to maintain a positive professional image.

Integrations

Autom8 CRM integrates seamlessly with a variety of third-party platforms, including Facebook, Google, and more. These integrations allow you to manage advertising campaigns, track leads, and engage with clients directly from the CRM, ensuring a streamlined and connected workflow.

Analytics and Reporting

Access a customizable dashboard to view detailed reports on various aspects of your practice, including marketing campaigns, client interactions, and financial
performance. This data-driven approach supports informed decision-making and strategic
planning.

Autom8 CRM

Empowering Advisors. Growing Businesses.

By integrating these features into a single platform, Autom8 CRM simplifies the complexities of managing a financial advisory practice, enabling advisors to deliver exceptional service, enhance client relationships, and drive business growth.

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