The best CRM for financial services
Brokerages, advisories and investment firms live on trust and sensitive data. Sellio organizes the client pipeline, takes the contract to digital signature and protects information with enterprise-grade access control and privacy, without charging per seat.
What jams the day-to-day and lets business slip away.
- High-value opportunities require close follow-up.
- Client onboarding and document collection is bureaucratic.
- Sensitive financial data demands strict security and control.
- Contracts and terms stall in physical signature.
Every pain in your industry has a real product feature behind it, with no empty promise.
✓Sales pipeline and B2B and B2C contacts
Each client and prospect enters a pipeline with stages, value and owner, so the advisor closely follows who deserves the most attention.
✓No-code and automations
Model the registration and document collection as a flow, and automations chase each pending item in the right order until the client is ready.
✓Security and privacy (GDPR, LGPD, CCPA)
Role-based access control, an audit trail and per-organization isolation protect financial data and support compliance.
✓E-signature
Contracts, agreements and mandates go out for legally valid digital signature with a trail of who signed.
✓Portals and support
The client follows documents and requests in a portal, and questions become tickets with a deadline and an owner.
✓AI copilot and notetaker
AI summarizes meetings, logs the next steps and helps write the reply, keeping the relationship alive without manual effort.
The security and privacy the sector demands
Financial data is isolated per organization, with access controlled by role and an audit record of who saw what. You meet privacy and compliance requirements without building parallel controls.
Trust is built in the follow-up
With the full client history, opportunity alerts and AI summarizing every conversation, the advisor never shows up out of date. The relationship stays close even with a large book.
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.