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The CRM for financial advisors who want every client to hear from them between reviews
A financial advisor's clients judge the relationship by the quiet months, not the annual review. Capstone Outreach puts every client, prospect and center of influence on a rhythm you pick, writes the check-in from your history with them when it is due, and sends it from your own Outlook or Gmail once you approve it.
On this page
What an advisor actually needs from a CRM
- A reason to reach out that is not a sales call A check-in with no ask, written from what the client told you last time, so the relationship is warm when the market is not.
- Prospects who do not go cold after the first meeting A short sequence after the discovery meeting, written up front, that stops the moment they reply.
- Centers of influence kept warm The CPA and the estate attorney who refer you get a rhythm too, so the referrals keep coming both ways.
- One record of every conversation Emails, calls and meeting notes on one timeline per client, and you can ask what you promised.
Where the usual advisor CRMs stop
Advisor CRMs are built for the practice: households, accounts, workflows, compliance. They are good at that. Writing the note to a client whose daughter just started college is not what they do, so it stays on the to-do list.
The result is a book of clients who hear from the advisor twice a year, by a newsletter and a review invitation. The ones who leave rarely say the returns were bad. They say they never heard from you.
Advisors usually compare Wealthbox, Redtail and Salesforce Financial Services Cloud for the practice side. Check their sites for current pricing. Capstone Outreach is the layer that keeps each relationship warm.
What changes with Capstone Outreach
| The problem | With Capstone Outreach |
|---|---|
| Clients hear from you only at review time. | Each client on a rhythm, monthly to quarterly. When they are due, a personal check-in is written from your notes with them. |
| Prospects go quiet after the discovery meeting. | A two to five step follow-up, written up front, sent from your own inbox, stopped the moment they reply. |
| You cannot recall what you told a client in March. | Ask, and the answer comes from your meeting notes and emails with that person. |
| The CPA who sends you clients never hears back. | Referral partners get their own rhythm, by email or a call reminder. |
| Notes from client meetings never make it into the system. | The notetaker joins Zoom, Teams, Google Meet or Webex calls, and the notes land on the client's timeline. |
| Anything automated worries you. | Nothing sends until you approve it. Autopilot is off by default, and you decide per person. |
See it on your phone
Ten seconds each, from the app, on the parts financial advisors use most.
Everyone on a rhythm. Who is due, and when.
The text is written. One tap sends it from your own number.
Every step written up front. You approve before anything sends.
One timeline per person: rhythm, tags, notes, private notes.
Start 14 days free, then $25/mo iPhone: 14 days free, then $24.99/mo
A study of 20 million LinkedIn members found that acquaintances, more than close friends, led to new jobs (Science, 2022). Capstone keeps those people warm. You approve every message, and it goes from your own email or phone.
Recorded in the Capstone Outreach app on a demo account. The iPhone and Android app.
Try it on your own contacts this week. Import them from your phone, a CSV or your calendar, put them on a rhythm, and the first check-ins are written before you finish your coffee. You approve each one.
Start 14 days free, then $25/mo iPhone: 14 days free, then $24.99/mo
A study of 20 million LinkedIn members found that acquaintances, more than close friends, led to new jobs (Science, 2022). Capstone keeps those people warm. You approve every message, and it goes from your own email or phone.
Also on Android. Cancel in the first 14 days and you pay nothing.
What it is not
Capstone Outreach is not a practice management system. It does not hold accounts or household data, connect to custodians, archive for compliance, or run financial plans. Keep your firm's system for that, and use Capstone for the relationships. Check your firm's compliance rules before connecting an email account.
What it costs
One plan with every feature: $25 a month on the web after a 14-day free trial. A payment method starts the trial, nothing is charged for 14 days, and you can cancel anytime. In the iPhone app it is $24.99 a month or $250 a year through the App Store; the Android app bills through Google Play. See pricing or every feature as the problem it solves.
Frequently asked questions
What is the best CRM for financial advisors?
It depends on the job. For households, accounts and compliance, advisors usually pick a practice management CRM such as Wealthbox or Redtail. For keeping every client and prospect warm between reviews, with the check-in written for you, Capstone Outreach is built for exactly that, and the two work side by side.
Is a personal CRM compliant for advisors?
Capstone sends from your own Outlook or Gmail, so every message lands in the mailbox your firm already supervises and archives. Private notes are never sent to the AI. Check your firm's rules on client communication and third-party tools before you connect an account.
Can it help me grow my client base?
Yes, by keeping prospects and centers of influence from going cold. After a first meeting, a short sequence goes out from your inbox and stops when they reply. Referral partners get a rhythm too. It does not buy or enrich leads.
Does it replace my practice management software?
No. It sits beside it. Import clients from a CSV or your calendar, set a rhythm per client, and keep account data where it is.
How much does it cost?
One plan with every feature, $25 a month on the web after a 14-day free trial, or $24.99 a month in the iPhone app. No per-seat tiers.
Messages and playbooks for financial advisors
Each page has copy-ready templates and a free writer. Start with the message you need this week.
What a personal CRM does · The best personal CRMs, compared · All comparisons
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