CRM Customizations Setup
Most advisors underuse Wealthbox or Redtail, with messy data leading to missed follow-ups, poor communication, and compliance risks. Our CRM Customizations Setup cleans it all up — fixing fields, structuring data, and tailoring the system to how your firm actually runs.
Get Your CRM Setup Correctly!
We customize your CRM’s foundational structure across 8 critical components, transforming it into a clean, scalable system that empowers your team and drives growth.
Starter
For businesses looking to streamline multiple processes across various operational areas.
$1,500
1-3 Workflows for:
🤝 Prospecting/Onboarding
or
📅 Client Meeting
or
📋 Account Servicing
Advanced
For businesses needing a limited set of workflows to kickstart their operations.
$3,000
4-10 Workflows for:
🤝 Prospecting/Onboarding
or
📅 Client Meeting
or
📋 Account Servicing
What We Will Setup 👇
We define who each contact really is so your workflows, reporting, and segmentation are meaningful.
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Client Tiers: Differentiate between Tier 1, Tier 2, and Tier 3 clients so you can tailor service levels. Segmentation is key!
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Prospects: Track whether they’re interested in AUM, planning, or other types of services your firm offers to Prospective Clients that may fall into your Sales Funnel
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COIs: Clearly label Centers of Influence like CPAs, Estate Attorneys, Insurance Brokers, and other Financial Professionals for referral tracking.
Without this structure, your CRM is just a messy contact list.
CRM Customizations Setup FAQs 👇
We currently support Wealthbox and Redtail CRMs. These are the most commonly used platforms by advisors looking to scale, and our customizations are specifically built around their capabilities and limitations.
Everything you need for a clean, scalable CRM — from Contact Types, Roles, and Sources to Custom Fields, Event Categories, Note Templates, Opportunity Pipelines, and Task Categories — this is a full overhaul, not just cleanup, built for real growth.
The entire CRM customization is delivered in 2 weeks from the date we receive access and any necessary inputs from your team. It’s fast, efficient, and fully done for you.
Nope! We build within your existing structure and work behind the scenes. Your team can continue using the CRM without disruption. When we’re done, you’ll have clear documentation and walkthroughs.
Great! We’ll assess what you have and build around it. We’ll clean up any inconsistencies, remove duplicates, and upgrade your structure so it all works together. Partial setups are common — we specialize in making it complete and scalable.
This service focuses on customizing the foundational structure that workflows depend on. If you want full workflow build-outs after this setup is complete, we can absolutely help with that — visit our Workflow Consulting service page here. 👈
You’ll receive a clear breakdown of everything we implemented, recommended next steps for using your CRM effectively, and a link to schedule a follow-up Q&A if needed.
No, but it’s helpful. The CRM Efficiency Scorecard gives us (and you) a diagnostic snapshot of what’s working and what’s not. If you’ve already done that, awesome — if not, we’ll still deliver a complete setup.
Schedule an Intro Meeting with us — we’ll confirm your CRM, collect your access and preferences, and get your project underway. Quick, easy, and hassle-free.