Getting the best CRM software for financial advisors in Canada business depends on your unique needs and preferences. While some persons might prefer a budget-friendly CRM, others might prefer a sales-focused CRM.
Nevertheless, in whatever category you belong, we have curated the best CRM software to solve your immediate business needs.
The Best CRM for Financial Advisors in Canada?
Overall, we recommend Pipedrive as the best CRM software for financial advisors in Canada. With the increasing level of competition rocking the financial advisors’ industry, design companies need a CRM that will give them a competitive edge.
And that is exactly what Pipedrive CRM represents.
Alongside the overall best, we have listed other incredible CRMs with their unique advantages.
1. Pipedrive - Best Overall
Used by over 100,000 companies globally, Pipedrive stands as one of the most preferred CRM for financial advisors in Canada.
Essentially, Pipedrive is a sales-oriented CRM that helps organizations effortlessly sell more. On average, it allows salespeople to close 28% more deals than they would normally do.
And that’s not even all. Pipedrive empowers financial advisors to automate repetitive tasks, gain deeper insights into their clients, manage leads, and delight their customers.
Additionally, Pipedrive offers integration capability with over 350 software tools. That means you can seamlessly integrate it with your other software without hassle.
Why Choose Pipedrive CRM?
- Pipeline and Deals: With Pipedrive, you can visualize, track, and organize your sales process and pipelines. It comes with featured tags to enable you to name your contacts according to their stages in the life cycle.
- Automation: Pipedrive automation feature helps you improve your workflow, save time, and cut your operating expenses. You can also set triggers and desired actions that automate your routine tasks.
- Insights and Reporting: No business can do without actionable customer and sales insights. Pipedrive provides these insights with no or no extra effort.
- Other features of Pipedrive CRM include chat integration, invoice, and billing, contact management, email and communication tracking, etc.
2. Zoho CRM - Budget Friendly Option
Are you looking for a feature-rich CRM for financial advisors in Canada on a budget? Then, look no further than Zoho CRM.
Zoho is a fusion of A.I. and innovation. It’s an end-to-end, fully customizable CRM solution for growing decoration companies.
From finance to marketing to contact management, Zoho empowers financial advisors to transform their businesses with ease digitally.
Plus, it has many out-of-the-box functionalities to help you increase your market share, work, and collaborate efficiently.
Why Choose Zoho CRM?
- Sales Force Automation: Zoho’s sales force automation allows you to automate routine sales, marketing, and support functions that consume your time. Also, you can create leads, contacts, and deals workflows that bring customers on autopilot from your marketing channels.
- Omnichannel: Spark real-time conversations with customers and prospects that interact with your brand via website, email, telephony, and social media. All from your central dashboard.
- Sales Enablement: Empower your sales team with the right tools needed to execute their jobs. With Zoho, you can quickly raise and send quotes, access calendars, book appointments, and integrate Google Workspace and Office 365.
- Other features include analytics, customer journey orchestration, process management, predictive sales and intelligence, team collaboration, and integrations.
4. Freshsales CRM
Freshsales CRM empowers financial advisors to streamline their sales process, close deals faster, and accelerate revenue.
If you’re principal seeking a CRM with extra juicy features, then Freshsales is your guy.
Freshsales comes with AI-powered chatbots, AI-based deal insights, automated sales campaigns, responsive web forms, and lots more.
With Freshsales, you can quickly generate more opportunities and manage your pipeline.
Why Choose Freshsales CRM?
- Freddy AI: Improve your productivity with the power of artificial intelligence. Freddy AI gives you intelligent suggestions and insights on your customers, auto-detect duplicate contacts, predictive lead scoring, lead-generation bot, and lots more.
- Customization: Freshsales lets you customize your CRM to fit your needs. You can create custom sales activities, lifecycle stages, custom fields, multi-currency, multi-language, etc. It unlocks your creative genius.
- Communication: Foster internal and external communication with Freshsales’s collaboration tools built by a team for a team like yours.
- Other features include pipeline management, analytics, automation, governance, and mobile.
4. HubSpot - Best for Usability
Hubspot is one of the world’s leading CRM software for businesses of all sizes. Aside from being easy to navigate, Hubspot also comes with a free plan for financial advisors.
HubSpot is a champion for inbound marketing. It allows organizations to track and analyze their sales activity in real-time and enhance their pipeline for better conversion.
Financial advisors in Canada can quickly use HubSpot to capture leads from their digital media assets and start instant conversations that lead to sales.
Why Choose Hubspot CRM?
- Email tracking with intelligent insights: It lets you get in-depth details into what appeals the most to your email subscribers.
- Pipeline management and follow-ups: HubSpot lets you fully automate your follow-up and pipeline management process so that you can focus on your core business.
- Live chat to facilitate relationships with your clients: In a world where customers are craving near-instant responses from brands, Hubspot permits you to be there for your customers, always.
- Meeting scheduler with embed forms: Schedule meetings seamlessly with HubSpot embed forms.
5. Zendesk - Best for Customer Service
Zendesk Sell is an intuitive and modern sales solution aimed at helping organizations maximize productivity, maintain pipeline visibility, and grow revenue.
Zendesk CRM is a powerful tool with many incredible features that will enable you to improve your relationship with your existing clients while attracting new ones.
With Zendesk, financial advisors can deliver superior customer service without extra effort. All they need to delight their customer is already available on Zendesk.
Why Choose Zendesk Sell?
- Productivity: It comes with top-tier productivity tools like email integration, sales engagement, task player, power dialer, and bulk outreach functionalities.
- Superior Customer Experience: When it comes to customer experience, no one does it better than Zendesk. It gives you a 360% view of your customers and lets you manage them from a single dashboard. Plus, Zendesk equips sales professionals with every information they need to delight and close a customer.
- Pipeline Visibility: With Zendesk, you can create predictable sales forecasts, pipeline analysis, planning, and team management.
Other Software Tools For Tour Operators
As great as CRM software tools are, they don’t work in isolation.
Other aspects of your business would need unique and dedicated software to handle.
Here’s the best part, most CRM software are flexible and open to integration. That means you can seamlessly integrate them with another software tool.
Here are a few other software you’ll need:
1. FreshBooks:
Freshbooks is intuitive and pocket-friendly accounting software for business owners and organizations. Some of its top features include invoicing, expenses, time tracking, projects, payments, reporting, accounting, and reconciliation.
Essentially, Freshbooks takes the burden of accounting off your shoulders.
2. OnPay:
With OnPay, you can automate everything from payroll and human resource management. And it doesn’t matter whether you’re a 5-man business or an enterprise, OnPay makes payroll management look like a piece of cake.
The best part is that you can also use it to take care of your employee – from their first day until retirement.
3. Vonage:
Vonage is a business phone system that enables businesses to link their VoIP phone system to online-powered devices for communication via text or video conferencing.
Vonage supercharges your phone system for effective local and international communication.
Final Thoughts on the Best CRM for Tour Operators
CRM software is a powerful tool for customer engagement and sales acceleration. It has the potency to transform your business when used correctly.
The best CRM for tour operators is the one that helps you achieve your business goals. And that’s why we carefully handpicked five CRM software with unique strengths to help you make a faster and better decision. To reiterate, they are:
- Pipedrive – Best Overall
- Zoho – Budget Option
- Freshsales – Best Extra Features
- HubSpot – Best for Usability
- Zendesk – Best for Customer Service
Have any questions or concerns about these CRM? Kindly leave a comment below.
