Which CPA sent you three clients this year? You should know.
You Know Referrals Drive Your Practice. But From Whom?
Know exactly who sends you business
You grew your practice on relationships and trust. The CPA who keeps referring families, the estate attorney who thinks of you first, the client who has introduced you to their friends. But could you actually name your top five referral sources right now? Booked55 makes that visible so you can thank the right people, nurture the right relationships, and grow intentionally instead of by accident.
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Who is our ideal customer?
You are a financial advisors that...
- You build a financial advisory practice where referrals and trust drive AUM
- Your average client has $250,000 or more in investable assets
- You're managing $20M to $80M in AUM but can't seem to break through
- You've tried Wealthbox or Redtail but they track AUM, not the referral relationships that actually grow your practice
- You've hired associate advisors but they can't build trust like you can
- You're in advisory where the relationship IS the advice, not the pitch deck
What you've already tried
- Spent on lead vendors and dinner seminars. Got appointments. Couldn't convert to AUM.
- Cold called prospects. Ran Facebook ads. All of it, compliance nightmares with no ROI.
- Joined referral groups. Met CPAs and attorneys. Nobody sent a single introduction.
- Started wondering if you should just join a wirehouse.
- Lowered your minimums. Offered free plans. Prospects still went with the big brand.
- Tried every CRM your broker-dealer pushed. AUM growth stayed exactly the same.
The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.
Who Is Booked55 For?
Anyone who wants to be the top 1% relationship builder in their industry.
You want more clients under management
You're serving clients well but new AUM has stalled. You need a system that helps you convert prospects, not just track them.
Your CRM wasn't built for independent advisors
Redtail and Wealthbox track contacts. But they don't show you where prospects fall out before they fund an account.
You're paying for features you don't even understand
Enterprise CRM modules and marketing tools your small practice will never use. Hundreds every month for complexity.
You need simple, yet "powerful"
You don't need a hundred integrations. You need ten that help you follow up after every discovery meeting.
You have zero marketing budget
No ad spend. No marketing team. You need every referral conversation and follow-up to count.
You don't want to hire a marketing assistant
Growing overhead isn't the answer. You need more AUM from the relationships and COI network you already have.
Prospects slip through the cracks
Forgot to follow up after a discovery meeting? Lost track of a warm CPA referral? That's AUM walking out the door.
Why Financial Advisors struggle with client relationships
You treat all referral sources the same
That CPA has sent you three families this year. That other one? None. You take them both to lunch because you have never tracked who actually sends you business. You are guessing where to spend your time.
Client reviews slip when you get busy
You meant to schedule the annual review for the Hendersons last month. Then you got busy onboarding a new client. Now it has been 14 months and they feel forgotten. That is how you lose people who trust you.
You do not know your own growth engine
Your custodian tells you your AUM. Your planning software has the financial plans. But nobody tells you which relationships actually brought in last year’s new clients. You are flying blind on the thing that matters most.
A pipeline built for how financial advisors actually sell
Drag deals between stages that match your workflow. Not generic sales jargon.
Acme Corp
$42k
3d ago
Riverstone LLC
$18k
5d ago
Riverstone LLC
$18k
5d ago
Northgate Partners
$67k
2d ago
Northgate Partners
$67k
2d ago
Summit Group
$31k
7d ago
You Focus on People. We Handle the Rest.
An AI-native relationship CRM: auto-enriched contacts, visual pipelines, and an assistant that works wherever you do, so you spend less time on data entry and more time with the people who drive your business.
Which clients need follow-up this week?
3 relationships are going quiet:
- Dana W. — proposal sent 12 days ago, no reply
- Hallmark Realty — renewal stage, last touch 3 weeks
- Marcus T. — referred you twice, no thank-you yet
Works in ChatGPT, Claude & Perplexity via MCP
Ask your CRM anything. It answers, then acts.
The built-in AI assistant queries your live data and takes action: follow-up lists, pipeline updates, bulk edits. With MCP support, you can work your CRM from ChatGPT, Claude, or Perplexity, no dashboard required.
Know where every relationship stands
Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.
Every contact, enriched before you ask
Rich profiles with activity history, pipeline status, tags, referral tracking, and relationship goals. Enrichment fills in missing emails, phone numbers, LinkedIn, and roles automatically.
Your CRM, In Your Pocket
Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.
Contact Detail
Events
Booked55 speaks your language
We built this around the terms you already use. Not generic CRM jargon you have to translate.
Client Stories
Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.
Christian Saab, Business Owner
Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.
Frequently Asked Questions
Stop Losing Track of the People Who Matter Most
Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.
$129/month, one plan, everything included · 14-day free trial · Cancel anytime
Your CRM, in your pocket
Full-featured iOS & Android apps: contacts, activities, events, and organization switching on the go.