Blitz Sales Software™ For Financial Advisors

Financial advisors want to focus on retaining customers as well as prospecting to new contacts. Referrals and leads come into the Blitz financial adviser CRM, emails, phone calls, or text messages can immediately notify reps. Website leads from web forms can come directly into the software. Once these web leads are in the Blitz financial adviser CRM, they’re automatically assigned to a rep and become part of the automatic follow-up process. Strong financial adviser lead generation means having the tools you need to find more customers. If your goal is higher revenue numbers, then Blitz can help. Read More…

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7 Reasons Why Financial Advisors Need Blitz To Work As Their Financial Advisor CRM Software

1. Automatic Follow-up with emails and tasks for Clients, Referrals, Leads, and Past Clients

•  Blitz CRM software for financial advisors automatically schedules follow-ups and sends emails on your behalf in order to keep in front of leads, referrals, clients and past clients.

2. Referral Management

•  Blitz CRM software for financial advisors allows referral partners to add leads or contacts directly into you Blitz database via the Blitz the web form or referral portal.

3. Email Templates

•  Email templates can be customized to fit the correct communication to your contacts.

4. Neglected Leads or Contacts

•  Blitz CRM for financial advisors has a neglected leads feature that makes sure that leads or contacts don’t fall through the cracks. If leads are not being followed-up on the agent, manager and staff will be able to see it.

5. Internet Leads and Website or Social Media Requests

•  Internet Leads and web forms for your website leads can be set to come directly into the system.  Once they are in Blitz CRM for financial advisors, they can be automatically assigned to a rep and be part of the automatic follow-up process.

6. Sales and Service Rep Notifications (email, text, phone)

•  Blitz will instantly notify reps of appointments, new leads via email phone.

7. Tracking Deals/Proposals

•  Blitz has a feature called opportunities which allows the ability to put a dollar figure next to the product or service being sold. In addition, any proposals can be attached to the contacts.

Automate Your Day-To-Day Activities with Blitz Sales Software™

Can Easily Use Systems On The Go Or In The Office!

Start Managing Your Book Of Business More Efficiently Than Ever!

Blitz Sales Software™ Enables You To…


Sales Follow Up Strategy

  • Plan Sales Follow-Up Activities
  • Organize Sales Follow-Up Data
  • Segment Prospects & Customers
  • Sort and Filter Data


Sales Follow Up Plan

  • Get contacts into One System
  • Send Drip Emails
  • Automatically Schedule Reminders
  • Record History Note


Sales Follow Up Execution

  • Track Sales Opportunities
  • Track Sales Pipeline Milestones
  • Generate On/Offline Reports
  • Monitor and Coach People

Ready To Be More Efficient in Your Business?

Blitz Sales Software™ Helps You:

Close More Deals

The difference between top salespeople and the rest of the pack is being efficient and not letting leads fall through the cracks even after the first “no”.

Automate Follow Up

Start spending more time closing more deals while Blitz Sales Software automates the manual day to day operations following up with your contacts.

Increase Productivity

With the Blitz Sales Software Intelligent Automation, your staff no longer gets distracted with day to day activities but rather gets to-do lists daily.

Close Opportunities

Stop missing opportunities to close more deals. Blitz Sales Software uses intelligent workflow to stay in front of customers and leads.
Blitz Sales Software™ Works With Any…


Mobile Phone



What Kind of Training and Support Do You Have?

Free Onboarding

We offer great onboarding and training for Blitz. We want to make sure you can automate manual work using our system the way it can best help you.

Best Practices

With the Free, Training comes free suggestions when setting up the system. We help suggest best practices when setting up our systems.

1-on-1 Attention

Worried about everyone in your office being trained? We have you covered! Each user is trained so they fully understand each system.

Online Tutorials

Receive access to Video Tutorials, Invitations to “Best Practices” webinars, and our Online Help Desk to help address any questions.
Quick Statistics of Blitz Sales Software™


Of People Are Looking for Financial Help To Reach Long Term Goals


Increase in Clients Meeting with you Using Blitz Sales Software


Increase In Efficiency Using Our Intelligent Automation

What Are Professionals Saying About Blitz Sales Software™?

“I love the fact that it will send us reminders to make phone calls for leads and it sends follow up emails out for us. This is critical instead of relying on the human brain to remind us on every lead.”

Joey Lee

Agency Owner, Joey Lee Agency

"Blitz allows us to maximize our time and customize our processes to make us more efficient. While this isn't necessarily easy to set up and achieve, once you get the hang of it and with get the help of one of their customer service reps., you'll be selling more business in no time. Alex (our account manager) is exceptional and top notch!"

Andrew Neveils

Office Manager, The Chapman Agency

“For all sales professionals who want to have a systematized workflow that will both aid you in closing and "keeping score" there is none better than Blitz! ”

Michael Carroll

Partner, Carroll Insurance Group

Frequently Asked Questions

What do I have to Download and are Upgrades Included?

Blitz Sales Software is 100% web-based, all you need is your browser and your internet connection. This allows you to have access to your data on the go if need be. Upgrades and updates for Blitz Sales Software are always included with a current subscription. There will be no additional fee for these updates.

How Does Blitz Intelligent Workflow Work?

Our intelligent workflows scan every lead in the system and perform acts based on different triggers. This automates your follow up so you don’t have to spend time doing each action.

How does Blitz Generate Referrals?

Blitz has a feature called a Web form that can be given to any referral partner or can be sent to customers asking for referrals. This is basically a “Contact Us” form that adds the lead directly to your database.

My data is in another application. How can I get existing data into Blitz?

Blitz provides a migration service that will update your leads in Blitz that you export from another system. This allows you to switch systems without starting over from scratch. All we need is to update the Status, Milestone, Source, and Assigned user of your previous system to get started. Interested in learning more, Click Here.

How does Blitz use Automation to Improve Follow up?

Blitz’s workflow feature allows you to use automation to target segmented leads and schedule follow-up appointments and even contact them via email.

Can I access my contacts on the go?

Of course! Blitz Mobile allows you to access all the contacts as well as continue the day to day work while you are on the go meeting new clients and booking more deals. Read More…

Ready To Be More Efficient in Your Business?