HelloGrowthCRM manages prospects and referrals for Australian advice practices. Your advice software still handles Statements of Advice and record-keeping. Around A$18 per user per month, free plan available.
Website enquiry capture for new advice prospects
Referral tracking from accountants and mortgage brokers
Seminar and event attendee follow-up sequences
Discovery appointment booking and reminder workflows
Scoring prospects before committing adviser hours
Reporting on enquiry source and conversion to engagement
Why this page exists
Getting a new client into an Australian advice practice is slow by design. A prospect enquires, you have a first conversation, you send a Financial Services Guide, you gather information, and only then does the regulated work begin: the best interests duty under the Corporations Act, the fact find, the strategy, the Statement of Advice, the fee consent. That whole regulated process sits inside your advice software, where it belongs. What sits in front of it is usually a mess. Enquiries come from the website, from an accountant who has a client with an SMSF question, from a seminar list, from a mortgage broker. They land in an inbox, get half-followed-up, and quietly expire. HelloGrowthCRM handles that front section: capture, score, follow up, and hand a qualified prospect over to your advice process.
This needs saying plainly. HelloGrowthCRM is a general sales CRM. It is not a financial planning platform and not an advice-documentation system. It does not produce Statements of Advice or Records of Advice. It does not do risk profiling, goal modelling, portfolio construction or projections. It does not generate fee disclosure statements or ongoing fee consent forms, and it is not built to hold regulatory records to AFSL standard. Anyone telling you a general CRM will cover your licensee obligations is wrong. Keep your advice software and your licensee's approved processes for everything from fact find onward, including the record-keeping your AFS licence requires. Use HelloGrowthCRM for the prospect and referral pipeline sitting in front of that, and hand the client across the moment they become an advice engagement.
Common search intent
Enquiries from the website and from seminars sit in a spreadsheet, so nobody knows which prospects were contacted, when, or by which adviser in the practice.
Accountants and mortgage brokers refer clients by phone or email, and there is no record of who referred whom, so the relationship is never properly maintained.
The gap between first enquiry and first appointment stretches to weeks because follow-up depends on someone remembering to make a call.
Advice software is built for engaged clients, not prospects, so unconverted enquiries either clutter the client list or fall out of the system entirely.
Practice principals cannot see how many enquiries came in, what they cost, or how many turned into an advice engagement in a given quarter.
Support staff rebuild the same introductory emails and appointment reminders by hand for every new prospect who comes through the door.
A prospective advice client rarely starts with paperwork. They ring after a super conversation at work, they fill in a form after reading an article, they get your number from their accountant, or they reply to a seminar invitation. HelloGrowthCRM captures web forms, phone calls and messaging into one pipeline, so the record starts at first contact rather than at fact find. The dialer records calls and writes an AI summary, which gives you a note of what was actually discussed in a general conversation. Email sequences, SMS and WhatsApp keep the prospect warm while they think about it. When they are ready to become a client, the regulated process starts in your advice software, exactly as your licensee requires.
Why Australia teams choose this
See how Xero sync, SMS reminders, ABN-aware records, and follow-up automation fit your workflow in one demo.
Point your website form, your practice phone number and your messaging channels at the CRM. Setup takes about fifteen minutes. Existing prospect lists import from a spreadsheet, so nobody retypes a seminar attendee list.
Name stages the way your practice works: Enquiry, Intro Call, FSG Sent, Discovery Appointment, Engaged. This pipeline is deliberately separate from your advice software, so unconverted prospects never clutter your client records.
Run email sequences, SMS and WhatsApp reminders for prospects who are interested but not yet ready. AI lead scoring surfaces the ones worth an adviser appointment, so limited adviser hours go to the strongest enquiries.
Once a prospect agrees to proceed, move them into your advice software for fact find, best interests duty, the Statement of Advice and fee consent. The CRM keeps the referral history and the source reporting.
Pricing
HelloGrowthCRM is around A$18 per user per month, or US$12 monthly, dropping to US$10 per user per month on annual billing. There is a free forever plan, which is often enough for a single adviser testing whether a prospect pipeline is worth running separately from advice software. Setup takes about fifteen minutes. If you would rather have it built and run for you, the optional Growth Engine managed RevOps service is available.
CRM for financial advisers
The general adviser overview covering prospect pipelines and referral tracking.
ExploreCRM for financial planners
How planning practices run enquiry capture separately from advice software.
ExploreCRM for mortgage brokers
For advice practices with a broking arm or a broker referral relationship.
ExploreCompliance and data handling
What HelloGrowthCRM does and does not do on compliance and data handling.
ExploreCRM Australia
Australian product overview, terminology, currency and local support.
ExploreAustralian pricing
Per-user pricing in Australian dollars, plus the free forever plan.
ExploreHelloGrowthCRM handles enquiries, referrals and follow-up so your advisers spend their time on qualified prospects. Compliance, Statements of Advice and record-keeping stay exactly where your licensee expects them. Start on the free forever plan and set up a pipeline in about fifteen minutes.
HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.
Voice Agent for Quote Follow-Up
AI calls Financial Advisers prospects a day after the quote goes out, answers the obvious questions, and books the next step so nobody has to chase manually.
Smart Compose for Client Messages
AI writing assist for enquiry replies, quote covering notes, and follow-up messages — consistent wording, sent faster.
Automated Follow-Up Sequences
Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open quote gets chased until it is won or closed out.
AI Lead Scoring
Rank incoming financial advisers enquiries by value, location, and response speed so the team works the best ones first.
All AI features included on every paid plan. No add-ons.