Yes. Marloo is an AI CRM for financial advice firms. Your client records, meetings, emails, documents and account data live in Marloo, and the work around them is done there too. Marloo can work alongside your CRM, or replace it.
What Marloo does as your CRM
Keeps a record for every client, with their meetings, notes, files, emails and documents on one profile.
Records your meetings on Zoom, Teams and Google Meet, and logs the notes to the client. In-person meetings are recorded on the mobile app.
Files client emails onto each client's Emails tab once you connect Outlook or Gmail.
Creates tasks from your meeting summaries.
Answers questions across your whole book with Ask Marloo, covering meetings, documents, client records and accounts.
Shows connected account data that is updated daily.
For how the client record, tasks and pipelines work, see Using Marloo as your CRM: client records, households, tasks and pipeline.
Moving from your current CRM
You can move to Marloo from another CRM with a one-time import. The steps are in Move your clients to Marloo from another CRM.
FAQ
Do I still need my CRM?
Do I still need my CRM?
You can replace it, so your client records, meetings and documents all live in Marloo. Or you can use Marloo alongside it.
Does Marloo sync with my CRM?
Does Marloo sync with my CRM?
Imports move your data into Marloo. Marloo doesn't currently support a two-way sync with Salesforce.
Is it free to try?
Is it free to try?
Yes. See the pricing page.