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The GenieBox Finance CRM

Every client captured.
Every policy closed.

A CRM that unifies leads, loan and policy pipelines, document tracking and WhatsApp - with automation that follows up so your advisors don't have to.

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Finance Solutions

A CRM shaped to your financial business

Pre-built for the way advisors, lenders and insurers sell or fully customised for yours.

Lead Management CRM

Capture from every channel, score automatically, and never lose a client.

Loan & Lending CRM

Track applications, documents and approvals stage by stage.

Insurance CRM

Policy pipelines, renewals and claims follow-ups in one place.

Wealth & Advisory CRM

Manage client portfolios, reviews and renewal reminders.

Customer Support CRM

Tickets, SLAs and a shared inbox for happier clients.

Custom Finance CRM

Your exact compliance workflow, fields and automations built for you.

WhatsAppNew lead · auto-reply sent
FlowApplication → reminder → renewal
Broadcast1,540 clients reached
WhatsApp + Automation

Your CRM speaks WhatsApp natively

Capture leads from WhatsApp, send document reminders, trigger renewal sequences and broadcast offers - all without leaving the CRM.

  • WhatsApp Cloud API built in - no third-party patchwork
  • Keyword triggers, custom flows & auto-replies
  • Sync with Google Sheets & your existing tools
See it live
+41%
faster policy closures
Pipeline & Features

Everything your finance team needs, in one view

  • Drag-and-drop loan & policy pipeline
  • Ticketing system with SLAs
  • Appointment & renewal automation
  • Live analytics & revenue reports
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How it works

Live in days, not quarters

01

Discovery

We map your sales process, products and compliance needs.

02

Setup

Pipelines, fields, WhatsApp and automations configured for you.

03

Onboard

We import client data and train your team hands-on.

04

Grow

Live dashboards and ongoing support as you scale.

Pricing

Finance CRM Pricing - One-Time Payment, Own It Forever

No monthly subscription. No AMC. No user limits, priced to your requirement, deployed to your own server.

Starter Build

  • No user limits
  • Lead & pipeline management
  • WhatsApp inbox
  • Email support
Get started
Most popular

Growth Build

  • No user limits
  • Automation & workflows
  • WhatsApp API + broadcast
  • Analytics & reports
  • Priority support
Book a demo

Enterprise Build

  • Deployed to your server
  • Custom CRM development
  • Dedicated success manager
  • SLAs & integrations
Talk to sales
0Businesses
0Faster closures
0Automation
0Retention
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FAQ

Finance CRM questions, answered

Is the WhatsApp inbox official and compliant?
Yes. Growth and Enterprise plans run on the official WhatsApp Business API, so your number stays verified and your broadcasts are policy-compliant - no risk of bans.
Can I import my existing leads and client records?
Import from a spreadsheet or your current CRM in minutes. We'll map your fields and de-duplicate records so nothing is lost in the move.
Can it handle loan or policy document tracking?
Yes. Documents, approval stages and renewal dates can all be tracked against each client record, with reminders triggered automatically.
Do I need a technical team to set it up?
No. We handle onboarding, configuration and training. Most teams are running their full pipeline within a day of kickoff.