Manage Relationships,
Effortlessly
Sterling CRM gives you complete visibility into every client relationship. Track interactions, manage tasks, and deliver personalized service, while maintaining compliance with industry regulations.
Free forever • No credit card required
John & Jane Smith
HouseholdPERSONAL DETAILS
John Smith
Jane Smith
ASSET DETAILS
Financial Advice
OPPORTUNITIES
13
Manage Your Entire Client Journey
From first contact to ongoing relationship management you can track everything in one place
Pipeline Overview
Prospects
24 activeInitial contacts and leads
Initial Meeting
8 scheduledDiscovery conversations
Proposal Sent
5 pendingAwaiting client decision
New Clients
2 this monthSuccessfully closed
Active Clients
Johnson Household
$2.4M AUM
Sterling Family
$1.8M AUM
Chen Household
$890K AUM
Recent Activity
Meeting with Johnson Household
2 hours ago
Proposal sent to Williams
5 hours ago
New opportunity: Estate Planning
Yesterday
Your CRM, Connected to Everything
Unlike disconnected point solutions, Sterling CRM seamlessly integrates with every feature providing a complete view of each client relationship
Seamless Integration
CRM
Central hub for all client data
Advice Engine
Auto-discover opportunities
Workflows
Automate implementation
Result
Delivered value with minimal effort
One Platform, Infinite Possibilities
Stop switching between disconnected tools. Sterling CRM works seamlessly with all our features to create a unified client experience.
Single Source of Truth
All client data in one place. No more hunting across multiple systems
Real-Time Updates
Changes sync instantly across all features and team members
AI-Powered Insights
Leverage AI features that understand your complete client context
Core CRM Features Are Free
Unlimited users • Unlimited clients • Unlimited storage
Free CRM Features Include:
Household Profiles
Complete client records and history
Task Management
Track and prioritize all activities
Document Storage
Unlimited file storage per client
Activity Tracking
Complete timeline of interactions
Team Collaboration
Unlimited users on your account
And much more...
All core CRM features included
How It Works
Three simple steps to transform your client management
Set Up Households
Organize all client information in comprehensive household profiles
Track Activities
Log meetings, tasks, and communications with automated tracking
Leverage AI
Use AI features as needed to automate tasks and deliver exceptional service