CRM for Accountants, financial advisors and brokers
Book with an advisor, with the client's tax profile captured from the first booking.
24s. The real product, on demo data.
Your pipeline, already configured
The 7 stages a client moves through in your business, with close probabilities, loaded the moment you create the account. You don't start from a blank board.
The data your industry needs
6 fields your industry needs on every client — not generic fields you'd have to invent yourself.
The KPIs that matter in your industry
The 7 metrics FracMO tracks for your industry, measured on your own data. Amounts in Chilean pesos. Where we show an industry benchmark, it comes with its source.
The engine behind it
Every industry has a different scheduling problem. This is yours.
Operator toolkit
What a business in this industry actually uses daily, not a generic feature list.
- Policies & Products by provider with premiums and upcoming renewals, and Claims & Filings with amounts and stages (filed → approved → paid)
- Client fiscal profile via intake (tax ID, tax regime, period)
- Per-advisor consultation pipeline
- Visit history with each period's intake on file
What's included
Every plan includes what you need to start tomorrow, with no hidden upsells.
Prefer NetWebMedia handles it?
NetWebMedia built FracMO. We also offer free audits and fractional CMO services — strategy, content and automations managed end-to-end.
Plans and pricing
Flat monthly price, published. No custom quotes, no hardware, no lock-in.
- Unlimited contacts, deals & pipelines
- Email campaigns + workflow automations
- AI chat agent + calendar booking
- 1 user · 500 active contacts
- Everything in Starter
- Unlimited users + contacts
- Landing pages, memberships, workflows
- A/B tests, AI Content Writer, Knowledge Base
- Everything in Pro
- White-label (your domain + your logo)
- Unlimited client sub-accounts
- Resell at your own margin
30-day full-access trial, no credit card. One-time setup: US$297 / US$497 / US$797. No lock-in — month to month after the first 90 days. Prices in USD; charged in local currency at the day's rate.
Try it with your own data
The demo above is a sample business. When you create your account, the Financial Services pipeline, fields and KPIs are loaded from minute one.