Affordable, Secure, and Ready to use CRM built for Advisors
The CRM Designed for the way Advisors work
Advora CRM by Blueprint is built with advisors in mind, offering a solution that aligns seamlessly with how you work with your clients and manage your practice. Key features include email & calendar sync, personalized mass emails, Householding, ChatGPT integration and more. Designed to make your CRM work for you, Advora is intuitive, practical, and tailored to meet the unique needs of financial advisors.
email: info@blueprintcrm.ca or phone: 548-468-6421
Affordable, Easy to Use, and Quick to Start
At just $95 CDN/user/month, Advora CRM delivers incredible value without compromising on functionality. Its user-friendly interface ensures a smooth experience, and most users are fully set up and ready to go the same day they register. Say goodbye to lengthy onboarding and hello to immediate productivity.
email: info@blueprintcrm.ca or phone: 548-468-6421
Secure and Privacy-Focused
Your clients' data security is our top priority. Built on Zoho CRM, one of the leading and most trusted CRM platforms, Advora CRM leverages best-in-class technology to ensure your data is always secure. With robust encryption and strict privacy protocols, our solution keeps sensitive client information protected while delivering a reliable, feature-rich experience you can trust.
email: info@blueprintcrm.ca or phone: 548-468-6421