📈 Use the Same CRM We Use to Stay Organized and Monetize Our Book
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Track your business. Work your leads. Grow your income.
At The Financial Architects, we use Pipedrive to stay on top of every opportunity—whether it’s following up with a life insurance lead, launching a campaign for Living Trusts, or converting term clients into permanent coverage.
This isn’t just a CRM. It’s a system to help you keep your business organized, follow through on every lead, and create targeted marketing campaigns to maximize what you already have.
✅ Tag and filter your book of business for targeted outreach
✅ Sync with your email, calendar, and other tools
✅ Build a pipeline that helps you stay consistent
💼 What You Can Do with Pipedrive:
- Track clients, referrals, and pending business
- Schedule outreach campaigns (Term Conversions, Trusts, Annuities, etc.)
- Automate reminders and tasks so nothing slips through the cracks
- Tag and filter your book of business for targeted outreach
- Sync with your email, calendar, and other tools
- Build a pipeline that helps you stay consistent
