About Active CRM
Gary Das has been in financial services since 2006. He built his own mortgage brokerage the hard way – writing the business, chasing the follow-up, juggling the admin, and hitting the same wall every ambitious adviser hits: the business depended entirely on him.
Like most advisers, he tried to fix it with software. What he got was three or four disconnected tools – one for email, one for the calendar, one for landing pages, one for pipelines – none of which talked to each other, all of which cost money, and every one of which added admin instead of removing it.
Active CRM — Gary Das
So he built the system he wished existed: one platform where leads come in, get followed up automatically, book themselves into the diary, and get nurtured until they’re ready – with the adviser’s pipelines, templates and client journey pre-built in.
That system became Active CRM. Gary used it to scale his own business to seven figures. Then advisers started asking what he was running behind the scenes – and it was too good to keep to himself.
Today, 107+ firms and 250+ users run their sales and marketing on Active CRM. And 90% of them are in financial services.
Financial services works in layers. The regulator sits at the top and doesn’t deal with thousands of individual advisers – networks sit beneath it and look after the advisers on the ground. The technology behind Active CRM works the same way.
The platform
Follow-up, onboarding, document chasing and review reminders run automatically – so nothing slips through the cracks.
Active CRM (Us)
You
Our platform partner is GoHighLevel, trusted by tens of thousands of businesses worldwide.
Financial services works in layers. The regulator sits at the top and doesn’t deal with thousands of individual advisers – networks sit beneath it and look after the advisers on the ground. The technology behind Active CRM works the same way.
Built by a broker, for brokers. Gary has been in financial services for nearly two decades. Every workflow, template and automation reflects how an advice business actually runs – not how a software company imagines it does.
Support when you want it. Active CRM is a powerful do-it-yourself platform. And if you want done-with-you help – setup, accountability, coaching – our Systemise & Scale programmes take you step by step.
Book a 30-minute live demo and test everything yourself with a 7-day free trial.
