About this template

Finance Customer Success CRM Template helps teams deliver consistent client experiences. Track renewals, manage follow-ups, and surface at-risk accounts early. Dashboards highlight satisfaction trends so managers can intervene before churn happens.

What’s included

Boards

Accounts Board - This board helps Customer Success Managers in the finance industry effectively manage and organize client accounts. By tracking essential details such as company name, domain, industry, number of employees, headquarters location, and company profile, managers can quickly access and update client information. It also integrates contacts and deals associated with each account, providing a holistic view of client interactions and financial transactions.
Leads Board - The Leads Board streamlines the process of managing and nurturing leads. Customer Success Managers can track the status of leads, create new contacts, and log critical information such as company name, title, email, phone number, and last interaction date. This board ensures that leads are efficiently followed up and moved through the sales pipeline, enhancing conversion rates.
Contacts Board - This board is essential for maintaining detailed records of individual contacts, including their email, phone number, title, and associated accounts and deals. It also allows managers to prioritize contacts, add comments, and track activities, ensuring that every interaction is documented and accessible. This comprehensive contact management boosts customer relationship quality and retention.
Deals Board - The Deals Board is crucial for tracking the progress and status of financial deals. It includes columns for deal name, stage, owner, deal value, close probability, forecast value, and expected close date. By integrating contacts and accounts, Customer Success Managers can monitor all aspects of a deal, forecast outcomes, and ensure timely follow-up, maximizing revenue generation.
Investments Board - The Investments Board allows managers to keep a detailed record of client investments, including investment type, amount, date, status, broker, and return rate. This board helps in analyzing investment performance, providing insights for better financial advising, and ensuring clients' investment portfolios are well-managed and profitable.
Loan Applications Board - This board tracks loan applications efficiently by recording applicant name, loan amount, application date, approval status, loan type, and assigned officer. It helps Customer Success Managers ensure that loan applications are processed promptly and accurately, improving client satisfaction and operational efficiency.

Dashboards & Reports

Annual Target - This dashboard helps finance customer success managers track their progress toward annual revenue and client retention targets, ensuring alignment with long-term strategic goals.
Monthly Target - Provides insights on monthly performance metrics, allowing CSMs to adjust tactics promptly to meet short-term financial objectives and maintain client satisfaction.
Average Deal Value - Helps CSMs understand the average revenue per client, enabling them to identify high-value clients and tailor services to maximize value.
Active Deals - Forecasted Revenue - Offers a projection of potential revenue from active deals, aiding in financial forecasting and resource allocation.
Deal Status Distribution - Visualizes the stages of all active deals, helping CSMs prioritize efforts and track deal progression to ensure timely closures.
Actual Revenue by Month (Deals Won) - Tracks monthly revenue from closed deals, providing a clear picture of financial performance and trends over time.
Pipeline Conversion - Shows the conversion rates of deals through the sales pipeline, helping CSMs identify bottlenecks and optimize processes for better conversion rates.
Activity Tracker - Monitors client interactions and follow-ups, ensuring that CSMs maintain regular and effective communication with clients.
Forecasted Revenue by Month - Projects monthly revenue based on current deals, helping to set realistic financial expectations and targets.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, providing insights into the potential future earnings and helping to prioritize high-impact deals.
Deals Stages by Rep - Shows the distribution of deals across different stages for each sales rep, allowing CSMs to provide targeted support and coaching.
Deal Progress based on Month Added - Tracks the progress of deals from the month they were added, offering insights into deal velocity and the effectiveness of sales strategies over time.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that CSMs are immediately aware of new client communications, enabling prompt responses and maintaining high levels of client engagement.
When an email is opened → Notify item subscribers with a message - Alerts CSMs when clients engage with their emails, allowing them to follow up at the optimal time and enhance client interactions.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts to the CRM, ensuring that all client information is organized and easily accessible.
When a lead is created → Set its status to 'New Lead' - Automates lead management by categorizing new leads, enabling CSMs to quickly identify and prioritize potential clients.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps client records up-to-date with the latest interactions, helping CSMs track engagement history and plan future communications effectively.

Frequently asked questions

How can this template help me streamline client onboarding in the finance sector?

This template includes dedicated boards for tracking client onboarding steps, ensuring all necessary documentation and compliance checks are completed efficiently.

What features does this CRM offer for tracking client financial goals?

The CRM template comes with specific columns and boards designed to monitor client financial goals, progress, and milestones, helping you provide tailored advice and updates.

How can I use this CRM to enhance client retention in my financial services firm?

Utilize the CRM’s automated follow-up reminders, satisfaction tracking, and personalized client engagement plans to improve retention rates and build long-term relationships.

Can this template help me manage compliance requirements for my clients?

Yes, the template includes features for maintaining and tracking compliance documentation, ensuring you meet industry regulations and client expectations.

How does this CRM template assist in monitoring client satisfaction?

The CRM includes client feedback forms and satisfaction tracking boards, allowing you to monitor and respond to client needs promptly and effectively.

Is it possible to customize this CRM template for specific financial products and services?

Absolutely. The template is fully customizable, allowing you to tailor it to various financial products and services, ensuring it meets your specific business needs.

How can this CRM help me track and analyze client interaction history?

The CRM provides detailed logs of all client interactions, complete with notes and follow-up actions, enabling comprehensive analysis and better understanding of client needs.

Related templates

Wholesale Operations Management CRM Template

By Monday CRM

Wholesale Finance Management CRM Template

By Monday CRM

Waste Management CRM Template for for Account Executives

By Monday CRM