Solution introduction
Growth CRM for advice firms: see new business pipeline, expected fees, ongoing client work and introducer relationships in one system
Know what needs attention, where revenue is coming from and how the team is performing, without building another spreadsheet
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, reviews, documents and portal activity in one place.
- Reminders, workflows and audit history help service stay consistent.
Introducer growth
- See which referral partners send work, what converts and the revenue produced.
Adoption and trust
- Hands-on onboarding, migration support, no lock-ins or long contracts.
