Unladen CRM
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The CRM that does the paperwork.

Clients, portfolios, reviews and advice documents for Australian financial planning practices, in one fast, secure place.

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Client records are encrypted with your practice's own key. Not even we can read them.

Hosted in Sydney, with everyone who builds and supports Unladen CRM based in Australia.

Pricing

$345+ GST

per user, per month

  • No setup fees. No migration fees.
  • No lock-in. Stay because it works, not because you're stuck.
  • Generous document storage included (unusually large archives may attract a small storage fee).