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software
CRM
1 creator use or recommend it
▲ 1 active in the last 90 days
1 recommend
3 mention
Last discussed Sep 16, 2026
Customer Relationship Management software used to manage interactions with customers and potential customers, tracking sales leads and customer data.
Recently discussed in
Working With Legacy Investment Positions, With Rich Chen
Rich Chen · Sep 16, 2026
Handling Client Requests That Go Against An Advisor's Recommendations, With Shelitha Smodic
Michael Kitces · Sep 9, 2026
Software for Agents
Y Combinator · May 2, 2026
What creators say
RC
Rich Chen
recommends
Used for: Documenting client discussions about concentrated positions, recording meeting minutes and ongoing reassessments
Praised: Provides a written record of client instructions and adviser communications f...
"CRM, meeting minutes, when you have your annual meeting with clients, make sure that this position is not glossed over. The CRM notes are definitely helpful as well."
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Michael Kitces
mentioned
Used for: Documenting client decisions and advisor recommendations for compliance and firm-wide record keeping
"Perhaps you know documenting it in a CRM or notes so that not only is there a written record in case of a potential client complaint but also a record for the firm."
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Y Combinator
mentioned
"Agents are already browsing the web, doing research, making purchases, and managing legacy CRM"
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20VC with Harry Stebbings
mentioned
"Why would you point it at rebuilding payroll or ERP or CRM, right?"
More from 20VC with Harry Stebbings →Keep exploring
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