Growth pipeline
Prospects, referral partners and M&A targets on one board.
Growth for a small firm comes from three places: people who might hire you, CPAs and attorneys who send you clients, and books of business you might buy. AdvisorOS keeps all three moving with playbooks that tell you the next touch.
Sample data.
A prospect board
See every prospect and the next step at a glance. Draft the follow-up email from the card.
Referral-partner playbooks
Built-in playbooks for CPAs, estate attorneys and other centers of influence, so the relationship gets a plan instead of a holiday card.
M&A playbooks
Track books of business you might buy or merge with, step by step, without a spreadsheet nobody updates.