MB-CRM is a full-stack sales platform built for financial advisory teams — combining intelligent lead management, meeting orchestration, team training, and advanced reporting in one seamless system.
From first contact to closed deal — MB-CRM covers every step of your sales workflow.
Full pipeline visibility from New → Caller → Consultant → Banker → Converted. Assign, track, and manage every lead with precision.
At lead scoring, automated follow-up generation, smart script feedback, and detailed CEO-driven reports — all built in.
Schedule Caller, Consultant, and Banker meetings with Google Calendar sync, RSVP tracking, and automated follow-up rules.
Warm lead pipeline reports, consultant performance dashboards, banker status, caller activity — all in real-time.
Built-in learning paths, module exams, daily quizzes, leaderboards, and gamified badges to keep your team sharp.
Send branded emails with custom signatures, email templates, and automated scheduled follow-ups directly from the CRM.
Our platform doesn't just sit in the background — it actively helps your team close deals, improve scripts, and understand performance.
Scoring every lead 0-100 based on engagement and data.
Feedback analysis and generated script improvements.
Drafts personalized follow-up emails and tasks.
One-click executive pipeline reports emailed instantly.
Managers and team members each get a tailored experience.
Pay only for the team members you have. Managers manage the subscription, seats, and billing directly inside the platform. Add or remove seats at any time.
Log in now and pick up exactly where your team left off.
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