Every client, prospect and conversation in one place
A CRM built for finance and tax firms: contacts, firms, services held, key dates and every conversation, with AI summaries so anyone on your team can pick up a relationship in seconds.
$86.40 per user / year
What AI CRM does
Clients and prospects
People, firms and households linked together, with services held and renewal or filing dates.
Pipeline
See every inquiry move from new to qualified, booked and won.
AI summaries
A short summary of each relationship and its latest conversation.
Key dates
Deadlines, renewals and review dates that trigger reminders.
Roles and permissions
Control who sees what, with notes that stay internal.
Activity history
Calls, emails and notes logged against each client.
Where firms get value first
- Replace spreadsheets and scattered inboxes
- See which prospects need follow-up today
- Hand over clients between team members smoothly
Questions about AI CRM
When will AI CRM be available?
AI CRM is in development and is one of the first modules we will release. Join the waitlist and we will tell you the moment it opens.
How much does it cost?
$86.40 per user per year ($7.20 per user per month, billed yearly). The minimum for any firm is $470.40 per year across all modules.
Is there a free trial?
No free plan or trial. Clients of our growth services can choose one module, such as this one, free for 6 months.
Does it work with other modules?
Yes. Every module shares the same client records, so adding more modules later needs no setup or data moves.