Less Searching. More Knowing.

CRM for Financial Advisors. Your Clients Trust You With the Details. Keep Them Together.

A new prospect fills out a form. A longtime client calls with a question. Today's meetings are coming up, follow-ups need handled, and someone you spoke with six months ago has decided they're finally ready to move forward. Excellent. Now... what did you talk about six months ago? LinearCRM is a CRM for financial advisors that keeps prospects, clients, conversations, appointments, and history connected, so your team can pick up the relationship without relying on memory to fill in the blanks.

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We Built the CRM We Wished Existed. You're Welcome.

One Price. Every Feature.

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No starter tier. No enterprise maze. Get the whole CRM without paying extra every time you discover a feature you actually need.

15 Minutes. You're Basically Ready.

Our Setup Wizard gets you configured without an implementation project, expensive consultant, or engineering degree. Follow the steps and get to work.

A CRM with Everything LinearCRM Puzzle Piece GIF

Everything Together. Finally.

Calls, forms, chats, appointments, proposals, contracts, photos, tickets, payments, and activity live together on the customer record. One timeline. One source of truth.

Your Clients Are Thinking Long Term. Your CRM Probably Should Too.

Financial advice isn't usually a one conversation relationship. A prospect may take months before they're ready to move forward, while an existing client could stay with your firm for years as their goals, family, business, and financial priorities change. Along the way, there are conversations, meetings, follow-ups, documents, and plenty of details worth remembering. A CRM for financial advisors keeps that relationship history connected, so when someone calls after six months or six years, your team isn't starting from “Okay... remind me where we left off.” Not exactly the confidence inspiring opening we were going for.

Those relationships don't all look the same, either. You may work with an individual planning for retirement, a couple managing their family's financial future, a business owner whose personal and professional relationships overlap, or a company with several people involved. LinearCRM gives financial advisors B2C and B2B capabilities in the same CRM, so individuals can stay individuals while businesses keep their companies, contacts and activity connected. Different relationships. Different structures. One place to keep them straight.

Organized Contacts Are Nice. Organized Relationships Are Better.

A CRM for financial advisors should help your team understand the relationship, not just store a name and phone number. Where did the prospect come from? Who followed up? What conversations have happened? What's scheduled next? Which clients need attention? The kind of details that make being prepared look effortless.

Prospects + Clients
Keep inquiries, conversations, and relationship history connected as prospects become clients and client relationships continue over time.
Individuals + Businesses
Manage individuals, families, business owners, and company accounts with the structure each relationship needs instead of forcing everyone into the same record.
Marketing + Lead Sources
See whether prospects came through calls, forms, chats, or marketing efforts and follow which sources actually turn into new business.
Appointments + Calendars
Keep consultations, reviews, meetings, and follow-ups together, then sync with Google or Microsoft calendars so your schedule stays connected.

Conversations + History
Keep calls, notes, and previous activity connected so your team can quickly understand where a client relationship stands and what happened before.
Follow-Ups + Tasks
Assign next steps, set due dates, and keep important follow-ups visible instead of relying on someone to remember them at exactly the right moment.
Documents + Agreements
Keep agreements and other important relationship documents connected to the appropriate client or business account instead of scattered across multiple places.
Invoices + Payments
Send invoices and collect card or ACH payments right inside LinearCRM when your business needs them. Billing and payment activity stay connected to the client record.

Get Started with LinearCRM. No Nonsense. Just CRM.

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We Didn't Need Another CRM. We Needed a Better One.

There's a Reason We Did Things Differently.

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We've spent more than 20 years working alongside small and medium sized businesses, and let's just say we developed a pretty good list of things we wanted from a CRM... and things we absolutely did not. See why we built LinearCRM differently, what we left out on purpose, and why we're pretty darn excited about what made the cut.

Why LinearCRM?

Okay, But What Does LinearCRM Actually Do? Glad You Asked.

This is where we get into the good stuff. LinearCRM is packed with CRM features small businesses need to manage what happens from the first “I'm interested”, through everything it takes to turn that person or business into a customer and keep the relationship moving. Some features help you stay organized. Some save you from paying for another system. Some simply eliminate the daily “Where the heck did that go?” hunt. All of them are included. All of them connect. And yep, it's still $19.99 per user.

Leads, Customers & People

Manage businesses, individual customers, contacts, and leads while keeping everything connected to the right record. Jobs, contracts, tickets, documents, photos, and activity follow along, so your team can see the relationship without piecing it together every time.

Customer Activity Timeline

See the entire customer story in one chronological timeline, including all calls, forms, chats, emails, texts, meetings, tasks, notes, orders, and status changes. Open the record and see what happened, who did it and what likely needs to happen next. Pretty handy.

Global Search

Search across leads, customers, people, jobs, tickets, documents, photos, estimates, proposals, contracts, products, and more from one search bar. Type a phone number, email, name, address, keyword, or whatever detail you can remember, and find the record without playing “Where the heck did we put that?”

Daily Summary & Workflow Management

See what needs your attention today with customizable boards for the workflows your team actually uses. Drag and drop records through statuses, filter by teammate, and view today's meetings, jobs, and ticket deadlines without bouncing between screens all morning.

Call Tracking

Track inbound calls directly inside LinearCRM. Calls can be recorded, matched to the appropriate customer, and added to the activity timeline, while unmatched callers can become new leads automatically. The phone rings. LinearCRM remembers. *Requires CallRail connection.

Reporting With Drill-Down

Track activity, lifecycle, jobs, sales, proposals, contracts, tickets, and more with reporting that goes beyond pretty charts. Set goals, compare time periods, and click into the actual records behind the numbers to understand what's happening and, more importantly, why.

Calendar & Two-Way Sync

Keep meetings, jobs, and ticket due dates together, then connect Google or Microsoft 365 for two-way calendar sync. Your CRM knows what's on your calendar. Your calendar knows what's in your CRM. Now everybody's finally on the same page. About time. Pun intended.

Estimates, Proposals & Contracts

Move opportunities from internal estimate to customer-facing proposal to signed contract without retyping the same information three times. Products, services, and related details carry forward, helping your sales process keep moving. No need for copy and paste.

Jobs & Work Management

Schedule and manage jobs inside your CRM with services, products, value, purpose, status, assigned teammates, and scheduling information. Connect documents and photos, create recurring work, and keep the job tied to the customer, proposal, and contract it came from.

Tickets & Project Management

Manage customer requests, internal projects, and follow-up without adding another system. Create tickets with priorities, statuses, due dates, assignments, attachments, notes, and customer comments, then connect them to related records. Yep. Project and request management is built in too.

Form Tracking & Marketing Attribution

Capture website form submissions in LinearCRM, including submitted information and available source, campaign, and landing page data. Match existing records or create new leads, connecting where the lead came from with what happens next. *Requires CallRail connection.

CSV Import & Export

Bring existing customer, people, product, and service data into LinearCRM using CSV files, with multiple import options, depending on what you're trying to accomplish. And when you want your data out, export it. Your business. Your customers. Your data. Seems pretty straightforward to us.

Documents & Photo Management

Upload contracts, permits, project files, before and after photos, and other documents directly into LinearCRM. Connect them to the customer, person, job, proposal, contract, ticket, and more, so the file you need is actually where you'd expect it to be. Wild concept.

Products & Services

Build the products you sell and services you provide directly into LinearCRM, including pricing, categories, and other important details. Then use them across estimates, proposals, contracts, jobs, and tickets so your team isn't recreating the same information every time. Once is enough.

WooCommerce Integration

Connect your WooCommerce store so online orders become part of the customer story instead of living in their own little e-commerce universe. Orders can match to people automatically, roll up to the customer record, and appear alongside calls, forms, and other activity.

Invoices & Stripe Payments

Send invoices and accept card or ACH payments while keeping payment activity connected to the customer record. Card payments are 3.15% + $0.30, while ACH is 1.05% capped at $10 per transaction. Getting paid is exciting. Paying ridiculous fees to get paid? Less so.

Website Chat

Bring website conversations directly into the same CRM where the rest of your customer activity already lives. Chats can match to the appropriate person or lead, appear on the timeline, and carry available marketing attributions with them. One less disconnected system. We like the sound of that.

Customizable Settings

Configure statuses, phases, lead types, sources, job purposes, ticket purposes, categories, and more around the way your company actually operates. Hide modules you don't need and adjust your workspace without calling a developer, consultant, or someone who charges by the hour.

Small But Mighty Deserves Powerful But Simple. Meet LinearCRM.

LinearCRM was built for the people building, selling, serving, fixing, growing, and doing whatever else the day throws at them. Start your free 7-day trial today or get in touch. Real humans are standing by. Well, probably sitting.

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Talk CRM to Us. We Promise to Speak Human.

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Questions? Good. We Have Answers.

What is LinearCRM?

How much does LinearCRM cost?

How long does it take to set up LinearCRM?

What size businesses is LinearCRM best for?

LinearCRM is built for small and medium sized businesses that want powerful CRM capabilities without enterprise pricing, complicated implementation, or features held hostage behind another pricing tier. Growing team? Perfect. Multiple departments? We can handle that too. Massive corporation looking for a CRM that requires its own IT team? We may not be your people. Small but mighty, meet your CRM.

Does LinearCRM require a contract?

Can I try LinearCRM before I pay for it?

Can I create invoices and collect payments in LinearCRM?

Yep. Create and send invoices right inside LinearCRM, or charge a card or ACH payment directly from the CRM when you already have the customer's payment information on file. Payments are processed through Stripe, with standard fees of 3.15% + $0.30 for card payments and 1.05% for ACH bank transfers, capped at $10.00. Invoices, payments, and customer activity stay connected in one place. Send the invoice or skip it. Take the payment. Get paid. Beautiful.

Can I use my current Stripe account?

Can I use my current CallRail account?

What if I don't have a CallRail account?

Can I use my current website chat service?

Okay... Who's the little guy in the sunglasses?

That's Walter. He's a water bear, also known as a tardigrade, and he's been the Water Bear Marketing mascot for years. Water bears are tiny, ridiculously resilient, and surprisingly tough. Sound like any small businesses you know? That's why Walter has always felt right at home with us. He represents the small but mighty businesses we built LinearCRM for... and apparently, he's pretty excited about CRM software too. You'll see him popping up from time to time.