Enquiries keep coming in.
Clients aren't onboarding.
Capture Meta Instant Form leads, track every consultation and financial review, and automatically send conversion signals back to Meta.
Watch this first
See how it works in 2 minutes
A quick walkthrough of how financial consultants turn Meta ad leads into onboarded clients with Trace CRM.
The Problem
Does this sound familiar?
Financial consultants lose most of their leads not because of bad ads, but because of what happens after the enquiry comes in.
Enquiries vanish after the first call
You get 100 enquiries from Meta ads. A handful are serious investors, the rest just want to know "what returns" and "minimum amount". Without tracking, you never know who was real or who to follow up with.
Consultations go nowhere
A prospect came in, liked the plan, and said they'd "think it over". Nobody followed up in 3 days. Now they've invested through the advisor down the road.
Meta never learns who actually invests
You onboard 10 clients a month. Meta has no idea. It keeps targeting people who just want free advice, not investors who actually commit.
Features
Everything your practice needs
Built specifically for how financial advisory firms work, not adapted from a generic sales CRM.
Financial Advisory Pipeline
Custom stages built for your practice: New Enquiry → Consultation Booked → Financial Review → Proposal Shared → KYC & Onboarding → Client Onboarded. Not generic CRM stages.
Meta Instant Forms Integration
Connect your Meta Instant Form directly to Trace CRM. Every prospect who submits your form appears in the CRM within seconds, no manual copy-paste from Facebook.
Meta CAPI Feedback Loop
When a prospect onboards and invests, Trace fires a server-side CAPI event to Meta. Your ads start finding more people who actually convert, not just enquire.
Email Consultation Reminders
Auto-send emails when a consultation is booked, a document checklist is shared, or a follow-up is due. Prospects show up. Nothing slips. No manual effort from your team.
Front Desk & Advisor Roles
Front desk assigns enquiries to advisors. Each advisor sees only their clients. Admins see everything across the firm. Full accountability, no overlap.
Enquiry-to-Onboarding Analytics
Which ad campaign has the highest onboarding rate? What's your consultation-to-client ratio? Track it all, source, campaign, and stage breakdown in one dashboard.
Click-to-Call & Recordings
Call a enquiry in one click. It rings your advisor's own mobile, then connects them, no desk phone, no app. Works with Exotel, Tata SmartFlo and TeleCMI. Every call logged with duration, recording and outcome. Telephony is a paid add-on — we activate it for your account.
Automatic Lead Assignment
Every new enquiry is routed the moment it lands, round-robin, load-balanced to whoever has the fewest open enquiries, or fixed by source or form. No enquiry sits unclaimed while your advisors argue over who takes it.
Full Marketing Attribution
See exactly which campaign, ad set and ad produced each enquiry, plus UTMs, GCLID, click-to-WhatsApp, landing page and referrer. Know what your ad spend actually bought, not just how many enquiries came in.
Connect Any Lead Source
Push enquiries in from anywhere, Pabbly, Zapier, your website, or any tool that can send a webhook, into one secure per-account endpoint. Nothing stays stuck in a spreadsheet. Activated on request.
Auto-Captured Form Fields
Your form's questions become CRM columns automatically. Add a question in Meta and it appears here, no manual field setup, ever. Filter clients by any answer they gave.
Works on Your Phone
Install Trace on any phone or desktop and it opens like a native app, own icon, full screen, no app store. Your advisors update leads between client meetings, not back at the desk.
Pipeline
A pipeline built for how
financial advisors actually work
Not just "New → Converted". Trace tracks the real journey, from first enquiry through consultation, financial review, proposal, KYC, and client onboarding.
All stages are fully customisable to your firm's exact workflow.
Rahul Menon
+91 98765 43210 · Meta Ads · 3 days ago
Latest note
“Wants retirement planning + ELSS. Risk profile moderate. Investable ₹25L. Reviewed goals, proposal being prepared, waiting on KYC documents.”
How it works
From Meta ad to onboarded client
Four steps. Fully automated. Your team just moves prospects through the pipeline, the rest happens on its own.
Connect your Meta Instant Form
Connect your Meta Instant Form to Trace CRM during onboarding, takes about 30 minutes. Every enquiry flows in automatically, no manual entry.
Assign & book consultations
Front desk assigns leads to advisors. Log consultation outcomes, share document checklists, set follow-up reminders. One place for everything.
Prospect onboards & invests
Mark the lead as Converted. Trace CRM fires a CAPI conversion event to Meta, automatically. No extra steps from your team.
Meta finds more clients like them
Meta's algorithm learns who your real clients are. It finds more people like them. Fewer junk enquiries. Better prospect quality.
30 min
Time to go live
₹1,499
Per month, GST incl.
14 days
Free trial, no card
Pricing
Simple, transparent pricing
One plan that covers everything. Start free, subscribe when you're sure.
Professional
₹1,499
/month · GST inclusive
- Lead pipeline, all status stages
- Direct Meta lead capture
- Configurable Meta CAPI events
- Task assignment & call logs
- Admin + Sales Rep roles
6-Month Plan
₹8,094
for 6 months · ₹1,349/mo · GST inclusive
Save ₹900 vs paying monthly
- Lead pipeline, all status stages
- Direct Meta lead capture
- Configurable Meta CAPI events
- Task assignment & call logs
- Admin + Sales Rep roles
Enterprise
Custom
For multi-branch advisory firms and larger wealth teams.
- Everything in Professional
- Custom integrations
- White-label setup
- Multi-branch support
- Custom onboarding session
- Priority & dedicated support
Cancel anytime · No lock-in · 14-day free trial included
FAQ
Frequently asked questions
Specific to how financial consultants and advisory firms use Trace CRM.
Still have questions?
Free demo
See Trace CRM set up
for your practice
We'll show you how financial consultants use Trace CRM to convert more Meta leads into onboarded clients, and set it up specifically for your workflow in the same call.
Book your free demo
We'll reach out within 24 hours.
Start turning enquiries
into onboarded clients today.
14-day free trial. Full access. No credit card required.