CRM Workflows

Integrate your own CRM or utilize CircleBlack's gamechanging CRM Workflows. CircleBlack's CRM goes beyond contact lists to enhance workflows and boost productivity. Erase hours of admin work with one-click access to all prospective and current client data—all within one platform purpose-built by CircleBlack specifically for small and midsized advisory firms.
COMING Q1 2025

Erase hours of admin work each day

20%

reduction in client onboarding time

10%

less time spent on administrative tasks

2%

increase in client retention rates

Erase hours of admin work each day

20%

reduction in client onboarding time

10%

less time spent on administrative tasks

2%

increase in client retention rates

Get more of the clients you want without losing the clients you have

Enhance back-office efficiency across your entire advisory
PROSPECTING

Scale business development without spending extra hours

Capture more leads. Rank, track, and manage prospects through your sales pipeline. Prioritize high-potential accounts. Improve win-loss analysis and pattern identification. Identify and fix gaps in your sales process. Close more deals. Do it all within normal working hours.

Lead Tracking

Tailor lead tracker stages to align with your firm's client acquisition strategy

Meeting Management

Get meeting reminders & utilize one-click workflows to view client records

Task & Workflow Management

Highly-customizable workflows ensure task management for your and your team
ONBOARDING

Onboard new clients in minutes

Wealth doesn't wait—neither should your clients. Using our Document Management and Agreement Workflow (featuring DocuSign integration), you can quickly collect the required e-signatures to start advising new clients today.
SCHEDULING

Schedule and manage appointments with a few clicks

Signing in and out of 10 different apps to manage accounts keeps you from delivering the best service to your clients. Our CRM helps you schedule and manage client appointments from a single dashboard—using only one login.
WIDGETS THAT WORK FOR YOU

Track details of client interactions

Your clients should feel like their portfolio is the only one that matters. Recall previous discussions and preferences easily and accurately with our widgets for Activities, Notes, Tasks, and Events.
Diversified Capital Group
CircleBlack adapts to our workflows with our clients instead of the other way around. As our business grows, it’s critical that we continue to give our customers the full attention they need and deserve. CircleBlack gives us the confidence to take ambitious steps forward without sacrificing our human values as we strive to be role models for our industry.
Susan Michel
Founder and CEO
Glen Eagle Advisors, LLC

Frequently asked questions

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Can I assign tasks to my prospective and existing clients in the system?

Yes. You can streamline prospecting and client management with our CRM, making it easier to nurture leads and keep current clients informed.

Does the CRM integrate with my website for lead capture?

No. This feature is not available at this time.

How complex is CircleBlack to use?

CircleBlack is intuitive to navigate and easy to use. And if you ever feel stuck, you can contact your dedicated Customer Success rep for additional support.

How long will it take my clients to learn and use CircleBlack?

Your clients can learn how to use the platform in as little as 30 minutes.

How quickly can I get started with CircleBlack?

We’ll schedule your first onboarding call a few days after you sign the agreement. After, system access varies by custodian but typically takes a few weeks. However, we can add ‘dummy data’ into the platform to get you started faster.

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