all-in-one system
For Financial advisors & insurance agents All-in-one system
LEAD MANAGEMENT
Drag-and-drop system
Customize your pipeline without the need for a developer, drag and drop deals between stages, automate manual work, and easily track all contact interactions.
OPPORTUNITY MANAGEMENT
Centralized
client profile
Get a 360° view of your customers. Keep record of your contact and account information, log activities, and book appointments — all from one place.
COMMUNICATIONS HUB
Centralize all interactions in
one place
Track interactions in a clear timeline, covering the entire relationship lifecycle. We can integrate your facebook messenger messages and emails in one centralized system.
DASHBOARDS & REPORTING
Enhanced analytics
Gain comprehensive insights into your progress, performance, and pipeline with our automated reporting tools.
POWERFUL INTEGRATIONS
Easily integrates with leading apps
Effortlessly connect with popular apps like Facebook Messenger, Zapier, and Google through seamless integration with our CRM platform. Expand your capabilities and streamline your workflow with ease.
SPECTRUMOTION ONE TECH
Powerful AI
Streamline opportunities effortlessly with AI. Nurture and automate your leads. Whether it's booking appointments or followups, each small task saves precious hours for greater productivity.
PRE-SALES TO POST-SALES
Client management relationship
Manage your pre & post-sale activities in one place, so you can stay on top of client service requests and more.
EASY POLICY MANAGEMENT
Manage your book of business
Effortlessly oversee your clients' insurance policies and investments. Streamline policy tracking, updates, and investment management with ease, ensuring seamless organization and optimal client satisfaction.
USER-FRIENDLY MOBILE APP
CRM on the GO!
Effortlessly communicate with leads within the app, schedule and adjust appointments while on the move. Keep your business running smoothly without being tied to your computer.
EMPOWER YOUR TEAM
Host unlimited courses
With our CRM software designed for financial service providers, you can easily create unlimited custom courses, unlimited memberships, One-Click Upsells, Custom Domain For Course Library and many more! From personalized training modules to specialized products, our platform enables you to equip your team for success in the financial industry.
Features Pricing
Save money with our
All-in-one CRM.
Access 15 digital tools, including E-Signature, Calendar Bookings, Social Media Manager, Online Forms, and more—all included in one seamless system. Say goodbye to endless integration setups and hello to streamlined efficiency.
MORE SAVINGS + MORE PRODUCTIVITY
Save money with our All-in-one CRM.
Features
Replace
Other Tools
CRM & Pipeline Management
$99/ Monthly
Unlimited Sales Funnels
$297 / Monthly
Website Builder
$29 / Monthly
Surveys & Forms
$49 / Monthly
Email Marketing
$99 / Monthly
2- Way SMS Marketing
$99 / Monthly
Booking & Appointments
$29 / Monthly
Workflow Automations
$169 / Monthly
Courses/Products
$99 / Monthly
Call tracking
$49 / Monthly
Reputation Management
$159 / Monthly
Tracking & Analytics
$299 / Monthly
Communities
$89 / Monthly
Document Signing
$47 / Monthly
OVERALL
VALUE
$2000+
per month
Everything Your Business Needs
Why choose spectrumotion one?
Work less, earn more, and save big!
1. We leverage tech to grow your business
With spectrumotion One, we offer more than just access to incredible tools. We provide a fully pre-built system, equipped with our exclusive funnel templates, top-tier email sequences, advanced pre-built automations, and much more.
2. All-in-system
Spectrumotion One is your all-in-one solution for success! Say goodbye to app overload and hello to streamlined efficiency. Get everything you need in one place, at an unbeatable price. Experience the joy of simplicity and empowerment with us!
3. Expert
support
Exceptional support is our commitment to you! Our team goes above and beyond to ensure your success, offering guided onboarding and custom migration services tailored to your needs. With us by your side, you'll experience seamless transitions and unparalleled assistance every step of the way.
On-demand demo
Watch a complete demo of Spectrumotion One system.
Talk to us!
We’re happy to answer your questions & get you started!
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