If You Get 1 More Client, the CRM Pays For Itself!
Plus Save Thousands per Year with Cloven
To get all the features included in Cloven, advisors would have to sign up for countless other tools:
With Cloven, financial advisors can eliminate tools that cost over $1,500 per year!
Standard
USD$ 900 /year per user
Everything you’ll ever need
- 1-Hour Admin Training
- Data Import Assistance
- User Training for the Whole Team
- Unlimited Requests to Support Team
- Library of ~150 How-To Guides
- $300 fee (waived if you go yearly!)
- File Upload / Google Drive & OneDrive Integration
- Inbox Integration for Email History
- Active Policies & Investments
- Relationships with Other Clients
- Notes for Future Reference
- GSuite and O365 Integration (Emails, Contacts & Calendar)
- Zapier Connection
- Birthday & Annual Review Campaigns
- Customizable Workflow Builder
- Text Automations ($30/month add-on)
- Team Tags for Simple Collaboration
- Reminders for You and Your Team
- New Opportunity Tracker
- Analytics Suite to Review Performance
- E-Signature
- Calendar Bookings
- Cloud Storage
- Social Media Management
- Online Form Builder
- Receipt Scanner
- Email Marketing
- Live Chat or Call with Support Team
- Unlimited Help Desk Requests
- Monthly Cloven Academy Sessions
- 1-on-1 Sessions As Needed
- Continual Product Updates
*all pricing is per-user and in USD
Here’s Why The Top Financial Advisors in Canada are using Cloven
Cloven has been a tremendous asset to our team, and a key factor to our growth as a firm. We always receive exceptional service, so that our CRM can evolve with our business needs.
Doug Adlam, Managing Partner, Gambit 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
"Is Cloven Right for Me?"
Still not sure if Cloven is right for you and your mortgage business? Take our Fit Assessment Survey to determine your “CRM archetype”:
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