Made for Canadian Financial Advisors 🇨🇦
Advisor Lead Management Made Easy
(Stay on Top of Every Lead — Automatically)
Cloven’s Advisor Lead Management captures leads, organizes nurture and manages follow ups– all in one place. Built with compliance in mind, Cloven stays on top of new clients without being overwhelming.
The Problem
Lead management is messy without the right system
- Prospects fall through the cracks when left in your inbox
- Missed follow-ups = missed opportunities
- You want to grow, but the admin work is holding you back
- Manual tracking across spreadsheets or email chains wastes time
- Generic CRMs don’t offer workflows tailored to financial services
Here’s how to put your Advisor Lead Management on auto-pilot
Getting started with Cloven is simple — and our team will support you every step of the way.
Step #1
Integrate Your Lead Sources
Connect your inbox, website forms, and referral channels so new leads flow straight into Cloven — no copy-pasting required.
Step #2
Customize Your Follow-Ups Using Our Simple Drag-And-Drop Editor
We understand that our pre-built templates don’t work for everyone- no problem! Start with our pre-built templates, then customize it to adjust tone, timing, or content to match your brand and communication style.
Step #3
Activate Lead Nurturing Campaigns
From warm leads to cold re-engagement, build campaigns that suit your process — easy to setup.
Step #4
Track, Prioritize & Convert!
View all leads in one place, add notes, set reminders, and collaborate with your team. When it’s time to move forward, send them directly into onboarding with a single click.
Here’s Why Teams in Canada Are Using Cloven
“I’ve had the pleasure of working with Massimo and his team at Cloven, and I can confidently say that their CRM software is by far the best in our industry.”
Jake Sheehan, Life Design Systems
“Cloven has been a game changer for our business…we used another provider the past 10 years, and have received more from Cloven in the first 6 months than from the previous provider over the 10 years.”
Adam Bornn, Managing Partner, Parallel Wealth
“Through working with the Cloven team, I’ve been able to automate key customer touchpoints. Not only has this saved me time, but it’s led to countless upsell opportunities.”
Cory Greenspan, President, Rockfield Financial
“With Cloven, I can be confident that I’m following up with each client appropriately and no-one is falling through the cracks. It provides the system to allow us to scale our business.”
Austin Wassink, Principal Advisor, Hometown Life Insurance
Want to ask specific questions?
We understand that a face-to-face conversation is sometimes best. Let's get on a call sometime to explore Cloven and get all your questions answered!
Book a demo
