See how CircleBlack provides a seamless experience for a breakaway advisory firm to grow with speed and precision, while retaining 100% of its clients.
Toth Capital Management Aims to Disrupt the Market with CircleBlack
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CRM
Until now, the best CRMs were those that adequately capture client and prospect information without impeding your workflow. That got CircleBlack thinking – in a perfect world, a CRM would do more than stay out our way; it would work for you. It would be part and parcel of a single, unified workflow that wouldn’t break your stride – it would accelerate everything you do.
CircleBlack's CRM goes beyond contact lists to enhance workflows and boost productivity. Connect a compatible third-party CRM or utilize CircleBlack’s assimilated CRM to erase hours of admin work with one-click access to all prospective and current client data, information, and portfolio actions – purpose-built by CircleBlack and omnipresent within a single pane of glass tailored specifically for advisory firms.
CircleBlack's CRM goes beyond contact lists to enhance workflows and boost productivity. Connect a compatible third-party CRM or utilize CircleBlack’s assimilated CRM to erase hours of admin work with one-click access to all prospective and current client data, information, and portfolio actions – purpose-built by CircleBlack and omnipresent within a single pane of glass tailored specifically for 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
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.
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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