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Rodok for financial services firms

CRM for financial services: pipeline, referrals and what it won't do

Rodok keeps prospects, referral sources and next steps in one pipeline, with email and calendar on every record.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Rodok keeps prospects, referral sources and next steps in one pipeline, with email and calendar on every record. Built around how financial services firms actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages financial services firms actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for financial services firms

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Prospects and referral sources in one pipeline
  • Email and calendar next to the record
  • Follow-up tasks with dates
  • Reports on stage and win rate

Not what Rodok is for

  • Compliance archiving
  • KYC and AML checks
  • Portfolio or loan systems
  • Client portals

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for financial services tracks the people and companies you hope to serve, from the first referral to a funded account, with the next step and its date on every record. It is the sales side of the business. It is not your core system, your compliance tool or your portfolio platform, and it should not try to be.

How selling works in financial services

"Financial services" covers a lot: wealth managers, commercial lenders, equipment finance, payments and fintech sales teams, insurance-adjacent advisors. What they share is a long, trust-based sale. Nobody moves money or a credit relationship after one call. Referrals from accountants, attorneys and existing clients matter more than ads.

If you are an independent advisor, see CRM for financial advisors. This page is for firms and teams, including those selling financial products to companies.

Stages named the way the industry names them:

StageWhat happensNext step to log
ProspectA name from a referral or outreachFirst call
Discovery meetingYou learn goals, structure and constraintsSend a fact-find or request documents
ProposalTerms, fees or a credit structure presentedFollow up on the decision date
Onboarding paperworkApplications, agreements, identity checksChase the missing signatures
FundedAccount opened or loan closedSchedule the first review

Rodok holds the stage, the amount, the next step and every email.

What to look for in a CRM

  • Referral source on every contact. Know which accountant or attorney sends you business, so you can thank them and send work back.
  • Companies and people linked. An owner, the CFO and the outside advisor are three people at three firms.
  • Email on the record. The history of a long sale is in your inbox. It should sit with the contact.
  • Tasks with dates. "Review after year end" is a real financial services follow-up and should pop up on the day.
  • Roles and permissions. Not everyone needs to see every client.
  • A data-protection posture you can explain. Many financial firms are covered by rules about customer information. The FTC's Safeguards Rule applies to non-bank financial institutions such as mortgage brokers, tax preparers and non-federally insured credit unions, and requires a written security program with a qualified individual and a risk assessment (FTC: Safeguards Rule). Ask your compliance lead what applies to you before you load client data into any tool.

Signals worth watching

Public events that often come before a business looks for a lender, advisor or new provider. Each tracker is a sentence you type into Rodok Pro, which sees LinkedIn posts, job changes, hiring and company news.

  • A funding round. Tracker: "companies announcing a funding round in (your region)". See funding round.
  • A new CFO or finance leader. Tracker: "CFOs, controllers and heads of finance who started a new role in the last 90 days at companies with 20 to 500 employees". See new executive.
  • A company opens a new location. Tracker: "companies announcing a new office or plant in (your region)". Expansion often needs financing. See new office or market.
  • A leadership change. Tracker: "founders and CEOs announcing they are stepping down or handing over the company". Ownership changes raise questions about succession and wealth. See leadership change.
  • A request for a recommendation. Tracker: "posts asking for a wealth manager, lender or commercial banker recommendation". See recommendation request.

Promotion rules vary by license and country. Check what you may say.

A first message example

An example, with made-up names:

Subject: Congratulations on the Series B Hi Anita, saw that Calder Logistics announced its Series B last week. Congratulations. When a round closes, treasury and a working capital line often get a second look. We work with companies of your size on exactly that. If a short call would be useful, I am glad to share how others have set it up. If not, no worries.

Where Rodok fits and where it does not

Rodok Starter is $29 a month for 3 seats: companies, people, deals, tasks, Gmail and Outlook sync, a calendar, booking links, reports and team chat. Pro is $79 a month for 3 seats and adds LinkedIn signals, the lead database, sequences and AI.

It suits firms that sell to businesses more than firms serving walk-in households. It does not archive communications for regulators, run KYC or AML checks, or connect to custodians, loan systems or accounting packages. If your firm must retain messages for a regulator, confirm that with your compliance team before you rely on any CRM for it.

Frequently asked questions

Do financial services firms need a CRM?

If your business grows through referrals and long conversations, yes. The value is a clear record of who referred whom, what you promised and when to follow up.

Is a CRM the same as a client portal or portfolio system?

No. A CRM manages the work you have not won yet. Portals, custodians and loan systems run accounts after they open.

Can I put client data in a sales CRM?

That depends on your regulator, your policies and what the data is. Ask your compliance lead first, and keep sensitive account details in the systems built for them.

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