The CRM perfect for Financial Services

A centralized hub for all your leads to stay organized and in touch

I most enjoy the fact that the CRM does all of the text/email follow ups for the leads inputted into the system and allows for you to log the activity you've had with the lead, knowing exactly where you are in your sales process. And of course the ability to have large campaigns to get in touch with all the leads in your system.

Nathan W. Licensed Insurance Agent

Be responsive and available to every lead

Simply share your calendar link to allow leads to book appointments. They’ll show up in your Ringy dashboard so you can see what’s coming up. Respond to leads swiftly using the Ringy mobile CRM app or automated responses via email and SMS.

87%

of professionals cite increased sales as being the biggest benefit of a CRM. (FinancesOnline)
Top 7

The financial services industry among the top 7 industries that use CRMs the most. (QuickDesk)
96.39 Billion

CRM market size is expected to reach $96.39 billion by 2027. (Allied Market Research)
44%

of firms that adopt a finance CRM see an increase in leads and a 37% increase in sales revenue. (Salesforce)