A Tectonic Shift in
A Financial CRM is a software that helps finance organizations manage relationships and customer interactions effortlessly. Fill your calendar & grow your client base so you can spend more time on the business and not working in the business.
"I combined my CRM, Podium, Email Marketing, Zapier and saved me $18,000 a year! Even if I move from PODIUM to Tectonic I save $200 a month Instantly!" | ForeFront Finance
Accountants & Financial Advisors
Home & Equipment Finance
Home & Commercial Insurance
All-In-One Sales and Marketing Platform.
#1 Software for the Finance Industry.
Only 1 Login - And 1 Monthly Payment!
The Fastest Growing Sales and Marketing Automation Platform in the world.
Sign up today and receive a 1 hour training & strategy Session.
This is a comprehensive strategy. You'll be up and running with-in days. You will watch you sales pipeline grow in real time. We'll show you how to grow your database and turn them into new clients. It's that simple.
Harness all the features of Podium at half the price. And we include many other features.
Tectonic messaging tools empower your team to connect with website visitors, schedule viewings, request online reviews, and even request feedback—all through text.
I can add my prospects and set up follow-ups or appointments as well as reminders that are synced to the mobile app.
Super simple and easy to keep up with clients and save important info for future references.
Also so much cheaper than the other CRM options out there. Can't recommend it highly enough!
Awesome CRM - I have been using Tectonic for over 6 months now, and still can't believe how I managed my business without it for so long.
No wonder, it wasn't growing, I was missing out on opportunities left and right, and couldn't bear to look at spreadsheets anymore. All I needed was a decent automation that integrated all touch-points with leads and kept nurturing them during my sleep. And this is what I got with Tectonic.
Never again let Leads and connections fall through the cracks. Efficiently Manage your Financial Relationships and Fill Your Calendar with New Business Opportunities
Attracting new leads, converting them and growing your business are the primary objectives of any financial service. But, managing and organizing your customer interactions can be a daunting task. We understand this and that's why we have created our revolutionary Financial CRM software.
Our software is designed to help you:
- Easily store and access customer information and communication history
- Track financial data and transactions in real-time
- Streamline internal processes and workflows
- Attract new leads and convert them into paying customers
- Fill your calendar with new business opportunities
You don't have to waste time and energy managing your financial relationships manually. Try our Financial CRM today and watch your business grow! Sign up for a free trial now.
Don't miss out on the opportunity to streamline your financial operations and grow your business. Sign up and receive a snapshot (proven sales pipeline) worth $2000 and your first 20 leads at no cost!
Client Relation Services
Unlimited Users. Other platforms charge over $35 per user
Zapier API connect to all major software
Marketing Automation + Course Management
Building The API Engine
All the tools you need in one platform without having to "duct-tape" multiple platforms together!
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!
Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!
Use our built in tools to collect payments, schedule appointments, and track analytics!
Capture New Leads
Tectonic is a Full Suite Platform for B2B and B2B businesses. Included in the Platform is a full featured Page Builder to capture leads.
Create Full Websites, Funnels & Landing Pages
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
Drag & Drop Surveys and Forms
Built right in is the ability to capture leads through surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.
Online Appointment Scheduling
The major step for many business is to capture appointments and request appointments. We've built our own calendar application within Tectonic so you can capture the appointment all in one straightforward flow.
Nurture Leads Into Customers
The backbone of Tectonic is what you are able to accomplish after you capture the lead.
Easily Customise Your Follow-up Campaigns
Our Multi-channel follow up campaigns allow you to automate engaging follow ups and capture engaged responses from your leads.
Create Multi-channel Campaigns
Tectonic allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.
Two-way communication on any device
Our full featured mobile app allows you to communicate with your leads on all devices.
Fully Automated Booking
Automatically book leads and prospects to your calendar without lifting a finger.
Automated Nurture Conversations
Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.
Full Customisation of Messaging
Use our campaign builder to customize the messaging.
Artificial Intelligence Built In
It allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.
Create Membership Areas
Create a thriving community for your agency or for your clients by using our Membership Platform.
Full featured Course Management
Build Full Courses with unlimited video hosting and unlimited users.
Offer Free and Paid Courses
With our full Platform you can sell courses or offer courses for free, all in one product!
It offers unlimited users, offers, and products for your courses. You can create courses for your clients or for you.
Manage Your Workflow and Pipeline
With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.
Collect Customer Payments
We integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.
All The Analytics & Reports In One Place
Our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.
So affordable and efficient - If you're sensitive to price, Tectonic is your solution. No crazy upsells and you can do literally everything a business needs to do to be successful.
The most effective way I found to improve my bottom line without having to spend a fortune upfront or during scaling.
Something small businesses can afford and includes all the functionalities that you'd pay hundreds to get access to in other platforms.
Don't waste your time looking for other options - That's my only piece of advice really. When you realize what Tectonic can do, and for just a fraction of the price of the competition, it's a no-brainer. Emails sequence, SMS follow-ups, calendar bookings, integration with FB messenger, you really do everything from one place. What more can I say?
Access to every single message ever sent between you and your prospects. No matter, if it's email, SMS, Facebook DM, it's all there and you don't have to log into several platforms to stay on top of it all.
What will this replace?
What Are You Waiting For?
Let’s implement a marketing automation system for your business today.
Or SMS to book a free demo - 0481 610 888