Active CRM was built to empower advisers and financial services business owners to streamline client relationships and grow their businesses effortlessly.
Designed specifically for the financial services industry, Active CRM offers tools to automate tasks, capture high-quality leads, nurture client relationships, and drive consistent sales growth.
Our CRM saves you time with features like automated follow-ups, customisable workflows, and insightful dashboards that keep you on track. By maximising efficiency and optimizing sales funnels, Active CRM helps you build long-lasting client relationships, freeing you to focus on high-impact activities.
With Active CRM, you’re not just investing in software; you’re embracing a smarter, sustainable approach to business growth. We’re committed to your success, providing ongoing support, training, and innovations to help you stay competitive and scale confidently.
Join Active CRM and build a business, lifestyle, and legacy you truly love.
Company Details
- Employees
- 1
- Founded
- -
- Industry
- Marketing Services
- NAICS
-
Advertising, Public Relations, and Related ServicesAdvertising AgenciesMedia Buying AgenciesMedia RepresentativesOutdoor AdvertisingDirect Mail AdvertisingAdvertising Material Distribution ServicesOther Services Related to Advertising
- Website
- http://www.active-crm.co.uk
- Keywords
- Automate client relationships.
Active Crm Questions
Active Crm's website is http://www.active-crm.co.uk
Active Crm's LinkedIn profile is https://www.linkedin.com/company/active-crm
Active Crm has
1 employees.
View email and phone details for 1
employees at Active Crm.
Active Crm's industry is
Marketing Services
Active Crm's top competitors are
Active Mortgages,
The Burford Recruitment Company,
Christopher Ward,
Mason Valuation Consultants,
Systemise & Scale,
Rise Up,
The Mortgage Atelier Ltd.,
Goodknight Property Management Ltd.
Active Crm's categories are Marketing Services
Active Crm's founding year is 2023
