Monthly Basis CRM: The Financial Services CRM You've Been Waiting For.
Finally, a CRM Built for How You Work, Not How They Work.
Financial professionals have been forced to adapt to generic CRM platforms for too long. These systems fall short on the most critical needs: compliance, security, and the nuanced relationships that drive your business.
Monthly Basis CRM was built from the ground up to solve these problems. It's not a patched-together sales tool—it’s a robust, compliant, and intelligent platform designed to manage the full lifecycle of your client relationships.
Core Features You Expect, Perfected for Your Industry.
Your time is valuable. Stop wasting it on clunky software and manual data entry. Our CRM comes standard with all the essential features you need, built to be intuitive and efficient for financial services:
Client Management
Centralize client information, track communications, and manage complex account hierarchies in one place.
Sales Pipeline Management
Visualize and manage your sales opportunities, from initial contact to closing, with customizable stages and automated follow-ups.
Task & Activity Tracking
Stay on top of your schedule with a clear view of all client meetings, calls, emails, and to-do lists.
Comprehensive Reporting
Generate instant reports on sales performance, client interactions, and business health to make data-driven decisions.
Mobile Access
Manage your clients and your business from anywhere with our fully responsive and secure mobile application.
The Game-Changing Functions You’ve Been Missing.
Based on our deep research into the specific frustrations and unmet needs of financial professionals, Monthly Basis CRM includes features that simply do not exist—or are poorly implemented—in other CRM solutions. We built these to give you a competitive edge.
Automated, Built-in Compliance and Audit Trails
- Regulatory-Grade Security: We go beyond standard security with built-in data encryption, multi-factor authentication, and role-based access controls that ensure every interaction meets industry standards.
- Automated Data Retention: Set and forget automated policies for data retention and deletion to comply with evolving regulations without manual effort.
- Comprehensive Audit Logs: Maintain a secure, unalterable log of all user activities and data changes, making audit preparations seamless and painless.
Hyper-Personalized Client Intelligence
- 360° Client Profile: Get a truly holistic view of your clients, combining financial history, investment goals, family relationships, and all interactions into a single, intuitive profile.
- Complex Account Hierarchy: Effortlessly map intricate family and business relationships to understand the full network of your clients.
- AI-Powered Insights: Our built-in AI analyzes client data to provide actionable recommendations, identify risk factors, and surface new opportunities—all with a focus on compliance and ethical data use.
Seamless Integration and Operational Efficiency
- Niche System Integration: We provide native integrations with the specialized financial analysis, tax, and portfolio management tools you rely on, eliminating data silos and manual transfers.
- Customizable Workflows: Go beyond simple automation. Create bespoke workflows and business processes tailored to your firm’s unique way of working, from client onboarding to complex financial reviews.
- Scalable Architecture: Our platform is designed to grow with your business, adapting seamlessly as you expand into new markets or diversify your service offerings.
Monthly Basis CRM is the answer to the CRM shortcomings that have held the financial industry back. It's powerful, compliant, and completely free.
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