Your network or compliance system keeps the regulator happy. Active CRM fills your diary. Automate your follow-up, nurture your database and generate consistent leads – without doing everything yourself.
30-minute Zoom demo | 7-day free trial | No long contract
Leads are feast and famine. Follow-up lives in your head. Your network or compliance provider keeps you regulated – but nobody’s helping you fill the diary. And every hour you spend chasing admin is an hour you’re not writing business, or seeing your family.
The lead problem
The system’s problem
The freedom problem
HubSpot and Salesforce are powerful tools – for someone but not everyone. They’re generically built for every industry, priced per seat, and you’ll spend months (or a consultant’s fees) making them fit an advice business. Active CRM arrives pre-built specifically to work for your financial service business.
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| What matters to you | Active CRM | Compliance CRM | HubSpot / Salesforce |
|---|---|---|---|
|
Built for financial services |
Yes – sales & marketing |
Yes |
Every industry |
|
Pre-built adviser pipelines & templates |
Ready on day one |
Case admin only |
Build from scratch |
|
Marketing automation & funnels |
Included |
No |
At enterprise cost |
|
Support that knows your industry |
90% financial service client base |
Tech support only |
Generic help desk |
|
All-in price |
£150 per month (inc VAT)* |
Network dependent |
£100s–£1,000s/mo |
|
|
|
|
*All core features included. Optional add-ons charged separately. See our FAQs for a full breakdown of optional extra costs.
Follow-up, onboarding, document chasing and review reminders run automatically – so nothing slips through the cracks.
Unlimited lead-capture pages, forms and surveys – no coding, no separate page builder subscription.
Facebook, Instagram, email and SMS in one inbox – and when you miss a call in a client meeting, the lead gets an instant text back so the enquiry never goes cold.
Reviews management
Draft emails, write posts and reply to chats with AI – hours of content work done in minutes.
Pipelines & reporting
Pre-built adviser sales pipelines with dashboards, so you finally know your numbers.
Email marketing (Mailchimp)
£300+/mo
Calendar booking (Calendly)
£100+/mo
Funnels & landing pages
Task & pipeline boards (Trello / Monday)
£150+/mo
Website builder & hosting
£100+/mo
Surveys, forms, reviews, social tools…
Typical stacked cost
£2499+/mo
Active CRM – all of it
£150/mo
“Before, I was using 3–4 different systems that didn’t talk to each other to do half of what I can do on Active CRM. Now all of that is systemised and automated – giving me more time to spend with clients and on the business, and ultimately make more money.”
Scott – Aitken Financial, Mortgage Broker
Active CRM is a sales and marketing CRM built specifically for UK financial services professionals – mortgage brokers, financial advisers, protection specialists, commercial finance and equity release advisers. It combines lead capture, pipelines, email and SMS marketing, calendar booking, funnels, reviews and automation in one platform for £150/month including VAT.
No – and it isn’t meant to. Your compliance CRM (the system your network or firm uses for fact finds, suitability and case tracking) handles the regulatory side. Active CRM runs alongside it and handles everything that grows the business: lead generation, follow-up, nurture, bookings and marketing.
Yes. Whether you’re an Appointed Representative in a network or a Directly Authorised firm using Intelliflo, Iress Xplan, Mortgage Brain, Smartr365 or your network’s own system, Active CRM sits in front of it. It handles marketing, lead nurture and diary booking up to the point a prospect becomes a client – your regulatory records and case management stay exactly where they are.
HubSpot and Salesforce are generic platforms built for every industry – you start with a blank canvas and often need consultants to set them up. Active CRM comes pre-built for financial services: adviser pipelines, email templates, nurture sequences and booking workflows are ready on day one, and our support team works with financial services firms all day, every day.
Yes – you can add team members, staff or virtual assistants with their own logins, and control what each person can access.