The best CRM for investments, advisory and savings consortia
Investment advisory and savings consortia live on long-term relationships and constant prospecting. Sellio organizes the book as B2B and B2C contacts, structures prospecting into a pipeline and uses AI so no client is ever left without follow-up.
What jams the day-to-day and lets business slip away.
- A large book makes it hard to keep the relationship with each client.
- New-client prospecting happens with no pipeline and no predictability.
- Compliance and data security demand constant care.
- Follow-up on the book is inconsistent and some clients disappear.
Every pain in your industry has a real product feature behind it, with no empty promise.
✓Sales pipeline and lead capture
Every prospect enters a staged pipeline (contact, meeting, proposal, deposit) with the advisor in charge, so prospecting becomes a process, not improvisation.
✓B2B and B2C contacts (person-account)
Each client, individual or company, has a record with full history, deposits and conversations, so the advisor resumes contact knowing exactly where things stood.
✓Scheduling and reminders
Portfolio reviews and periodic touchpoints are scheduled with automatic reminders, so no client goes months without hearing from the advisor.
✓AI (copilot and notetaker)
The notetaker summarizes the meeting and the copilot logs the next steps, so follow-up is documented with no manual work.
✓Electronic signature
Advisory contracts and consortium enrollments go to digital signature, with legal validity and a trail of who signed and when.
✓Security and privacy (GDPR, LGPD, CCPA)
Role-based access control, audit trail and per-organization isolation protect client data and sustain compliance.
A relationship that does not rely on memory
Each client carries history, deposits and next actions in the record, with reminders for reviews. The advisor cares for a large book without leaving anyone behind, and AI summarizes the meetings for them.
Security and a portal for the client
Access control, auditing and per-organization isolation protect the data, while each client follows their position and documents in a dedicated portal, with fewer calls and more trust.
Free for what serves everyone: you pay only for infrastructure usage above US$20 a month, never per seat.
All included: CRM, marketing, support, projects, AI and no-code in one system, with no stacked subscriptions.
Real no-code: build objects, fields, automations and screens your way, without depending on IT.
Trilingual (Portuguese, English and Spanish) and ready to operate in any country.
Real estate
From the first contact to the signed contract, without losing a single lead.
Construction
From the estimate to the delivered project, with costs and commissions under control.
Architecture and engineering
From the fee proposal to the final deliverable, with every phase and every hour under control.