Glimzer
HQ Address
First Floor, Swan Buildings, 20 Swan Street, Manchester, M4 5JW, United Kingdom
Website Address
Business introduction
The growth CRM for UK advice firms. Less admin, more clients
Track enquiries, fees, clients, tasks and introducers in one advice-specific workspace, so the right work moves forward
Glimzer helps UK financial advice firms grow with clearer pipeline visibility, better follow-up and less admin.
Why firms use it
- Enquiries go quiet when ownership, value and next action sit in inboxes or spreadsheets.
- Expected fees, adviser activity and introducer performance are hard to see without another report.
- Reviews, tasks and servicing rely on people remembering what needs chasing.
What changes with Glimzer
- Each opportunity has an owner, value, probability and next step.
- Weighted fees, targets and adviser activity are visible as work happens.
- Introducer tracking shows who sends work, what converts and where to invest time.
- Clients, reviews, tasks, fees, documents and audit trail sit in one workspace.
Best fit
Growth-minded UK advice firms replacing spreadsheets, inboxes, generic or legacy CRMs that store records but do not show where to act.
Glimzer Solutions
Glimzer | CRM
Glimzer | CRM is the advice-specific workspace for firms that want more than a client database: it shows what needs attention from enquiry to annual review. Commercial control Track opportunities, owners, stages, expected fees, probabilities and close dates. Dashboards show pipeline value, targets, lead sources and next actions. Client-service consistency Manage clients, plans, fees, tasks,......
business needs
- Business Intelligence & Practice Management
- Client Communications & Reporting
- Client Engagement & Management
