Professional Services (Australia) Australia

Fill your advice pipeline before the compliance work starts

HelloGrowthCRM manages prospects and referrals for Australian advice practices. Your advice software still handles Statements of Advice and record-keeping. A$20 per user per month, free plan available.

Quick answer

Does HelloGrowthCRM produce Statements of Advice?

No. HelloGrowthCRM cannot produce a Statement of Advice, a Record of Advice or any other advice document, and it should never be used to try. Statements of Advice are regulated documents that must satisfy the best interests duty and the disclosure requirements in the Corporations Act, and they belong in purpose-built advice software approved by your licensee. HelloGrowthCRM only manages the prospect pipeline sitting in front of that process. When a prospect becomes an advice client, the regulated work moves into your existing advice system.

Outcome-first workflowA$20 per user per month, or A$16 on annual billing pricingSMS reminders + Xero sync

Industry Use Cases

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

CRM for financial advisers Australiabest CRM for a small financial advice practice in AustraliaCRM for self-licensed financial advisers Australiahow to track adviser referrals from accountantslead management software for financial planners AustraliaCRM that works alongside financial advice software

Why teams evaluating CRM for financial advisers Australia want a simpler system

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.

Challenge → solution → result

Common Financial Advisers problems — and how this CRM solves them

ChallengeCRM workflowBusiness result

Challenge: Prospects sit in spreadsheets with no follow-up ownerSolution: Pipeline stages with assigned owners and AI lead scoringResult: Every enquiry has a next action and a named adviser

Challenge: Referrals from accountants are never properly attributedSolution: Source tagging with reporting dashboards by referrerResult: Clear numbers on which relationships actually send business

Challenge: Interested prospects go cold before an appointmentSolution: Automated email sequences plus SMS and WhatsApp remindersResult: Warm prospects stay warm without manual chasing

Challenge: Unconverted enquiries clutter the advice client listSolution: A separate prospect pipeline outside your advice softwareResult: Client records stay clean and compliance-ready

Challenge: No record of what was said in a first phone conversationSolution: Built-in dialer with call recording and AI call summariesResult: A written business development note against the prospect

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Their workflowHelloGrowthCRM module

Enquiry from your practice websiteWeb form lead capture that creates a prospect record with an owner

Referral from an accountant or brokerSource tagging so every referral is attributed to the partner who sent it

First phone conversation with a prospectBuilt-in dialer with call recording and AI call summaries

Deciding which enquiries deserve an appointmentAI lead scoring to rank prospects before adviser time is committed

Tracking prospects from enquiry to engagementPipeline stages such as Enquiry, Intro Call, FSG Sent, Appointment, Engaged

Nurturing prospects who are not ready yetAutomated email sequences that run for months without manual chasing

Appointment reminders and quick questionsSMS and WhatsApp follow-up from the same prospect record

Quoting an initial advice or strategy feeQuote and proposal builder with reusable fee templates

Adviser working between client meetingsiOS and Android apps with the full prospect history on the phone

Reporting to the practice principalReporting dashboards on enquiry source, volume and conversion to engagement

Xero + SMS follow-up

Prospects arrive by phone, form and message, not by fact find

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.

Built for Xero-connected SMS follow-up

How it works

Connect your enquiry sources

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.

Set up a prospect pipeline, not a client file

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.

Automate the warm-up

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.

Hand over at engagement

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

A$20 per user per month, or A$16 on annual billing

HelloGrowthCRM is A$20 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.

HelloGrowthCRM versus a generic CRM for Australian advice practices

RequirementHelloGrowthCRMGeneric CRM

Clear about compliance boundariesStates plainly that it does not produce Statements of Advice, risk profiles or fee consent documentsVague all-in-one claims that leave licensees guessing what is actually covered

Separates prospects from advice clientsA dedicated prospect pipeline that hands over at engagement, keeping client files cleanOne flat contact list where prospects and advice clients blur together

Referral attributionSource tagging and dashboards showing which accountants and brokers convertReferral source captured inconsistently, if at all, with no reporting

Calling built inDialer with call recording and AI call summaries on the prospect recordA separate phone system with notes typed up afterwards, or not at all

Australian pricing and terminologyA$20 per user per month with Australian English throughoutUS-dollar pricing and American terminology that does not match local practice

Setup effortAbout fifteen minutes to connect a form, a number and import prospectsA configuration project before the first enquiry can be captured

Useful next steps

CRM for financial advisers

The general adviser overview covering prospect pipelines and referral tracking.

Explore

CRM for financial planners

How planning practices run enquiry capture separately from advice software.

Explore

CRM for mortgage brokers

For advice practices with a broking arm or a broker referral relationship.

Explore

Compliance and data handling

What HelloGrowthCRM does and does not do on compliance and data handling.

Explore

CRM Australia

Australian product overview, terminology, currency and local support.

Explore

Australian pricing

Per-user pricing in Australian dollars, plus the free forever plan.

Explore

Frequently asked questions

No, and you should not try. HelloGrowthCRM is a general sales CRM. It is not built to hold regulatory records to AFSL standard, it has no advice file structure, no adherence to your licensee's file note requirements, and no controls designed around the record-keeping obligations attached to personal advice. Your licensee has approved systems and processes for that, and they must stay in place. Use the CRM for enquiries, referrals and follow-up only, and keep everything regulated where your licensee expects it.

No to both. There is no risk profiling tool, no goal modelling, no projections and no portfolio construction in HelloGrowthCRM. It also does not generate ongoing fee consent forms or fee disclosure statements. Consent for ongoing fee arrangements has specific timing and content requirements under the law, and those documents must come from systems and templates your licensee has approved. The CRM's quote builder is for quoting an initial engagement fee to a prospect, not for regulated fee documentation.

The part of the business that sits before advice: capturing enquiries from your website, phone and messaging, tracking referrals from accountants and mortgage brokers, scoring which prospects are worth adviser time, running follow-up sequences for people who are interested but not ready, booking discovery appointments, and reporting on where new business comes from. It is business development software. The moment a prospect becomes a client, hand them to your advice software and let the CRM go back to the pipeline.

It should not, because the two do different jobs. Keep your advice software as the system of record for clients, advice documents, fee arrangements and compliance. Run HelloGrowthCRM as the prospect layer in front of it. Data can move between them through native connectors, Zapier or the API when a prospect converts, so basic contact details do not need retyping. Deliberately keeping prospects out of your client system also keeps your advice file list clean.

Yes, and this is where most advice practices get the clearest value. Tag each enquiry with its referral source, then use the reporting dashboards to see which accountants, brokers or centres of influence actually sent business over a quarter, and how many of those referrals became engagements. That turns a vague sense of who is helpful into a number you can take to the next partner conversation. Any referral arrangements themselves must still meet your licensee's requirements.

The built-in dialer can record calls and produce AI call summaries, which is useful for capturing what was discussed in a first general conversation with a prospect. Call recording law varies between Australian states and territories, and your licensee will have its own position on recording and file notes. Check both before enabling recording, and set consent wording accordingly. AI call summaries and call logging are still useful as a business development record even with recording switched off.

A$20 per user per month, or US$12 monthly, and US$10 per user per month on annual billing. A free forever plan is available, which is often enough for a solo adviser or a two-person practice trying a prospect pipeline for the first time. Setup takes about fifteen minutes: connect a web form, connect a phone number, name your stages, import a contact list. The optional Growth Engine managed RevOps service can set it up and run it if you prefer.

Run the pipeline, keep your advice software

HelloGrowthCRM 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.

AI & Intelligence

AI Features Built for Financial Advisers

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.

Explore AI Agents

All AI features included on every paid plan. No add-ons.