Made for the Canadian Market 🇨🇦
Zoho for Financial Advisors
(With Pre-Built Customizations)
Cloven is Zoho CRM for Financial Advisors in Canada- based on the best practices from 100s of Wealth and Insurance advisors. This includes customizations, integrations and local support- in a simple out-of-the-box package.
Used by high-performing advisors in Canada
The Problem
I’m interested in Zoho…but where do I even start?
- There are so many Zoho apps– what do I use?
- Zoho CRM is generic– how do I customize it out for MY advisory practice?
- Will my back-office / dealer be OK with me using this CRM?
- Is the support familiar with the intricacies of the Canadian market?
Step #1
Import Your Data
Whether your current clients are in Excel, or another CRM like ACT!, Maximizer or Salesforce, it can be imported into Cloven!
To do this, simply use Cloven’s intuitive drag-and-drop editor, or work with one of our amazing partners to do if for you.
Step #2
Build Your Client Profiles
For each client, write notes, identify relationships with other clients and COIs, upload emails/documents and much more!
[Bonus]: If you’re thinking of selling your business one day, this hugely increases value
Step #3
Nurture Leads and Automate Onboarding
Use Cloven’s pipeline to track leads, collaborate with your team and set reminders for yourself. Ensure no lead ever falls through the cracks.
Note: Our pre-built integrations, like SideDrawer, fully automate key parts of your onboarding process.
Step #4
Strengthen Client Relationships
Stay up-to-date with upcoming life term renewals and annual reviews with Cloven’s pre-built reporting.
Automatically follow up on these key events using tools like Cloven’s Portfolio Summary generator.
Step #5
Simplify Your Software Stack
One of the biggest “unlocks” with Cloven is our productivity suite.
Get 50+ digital tools such as E-Signature, Calendar Bookings, Social Media Manager, Online Forms and more…at no extra cost.
The best part? It’s all part of 1 system– so no need to spend endless hours building integrations.
Is Cloven Right For Me?!
Still not sure if Cloven is right for you and your business? Take our Fit Assessment Survey to determine your “CRM archetype”:
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
Have 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
