Simple Pricing, Feature Rich, Unlimited Data
Absolute Value
With straightforward pricing that fits within your budget, ClientTree offers excellent value for money. No hidden extras, just transparent pricing.
Book a Demo 30-Days FREE Trial
With straightforward pricing that fits within your budget, ClientTree offers excellent value for money. No hidden extras, just transparent pricing.
Book a Demo 30-Days FREE Trial
£45 + VAT per user per month on a rolling contract basis
| Main features | Included |
|---|---|
| CRM system | |
| Flexible workflows | |
| Mortgages | |
| Bridging finance | |
| General insurance | |
| Personal insurance | |
| Client portal | |
| Introducer portal | |
| Data storage | Unlimited* |
| Document storage | Unlimited* |
| Import of existing data | |
| Automated mailshots | |
| E-signature | Free |
| Document templates | |
| Business reports | |
| FCA reports | |
| Access control to clients and features | |
| Case snapshots for compliance | |
| MortgageBrain integration | Subject to MortgageBrain licence fee |
| L&G Ignite integration | Free |
| Uinsure GI integration | Free |
| UnderwriteMe personal insurance integration | Free |
| Checkmyfile affiliate link | |
| AML checks | 25p + VAT per check |
| Calculators | |
| Setup and onboarding training | |
| Guide notes | |
| On-going support via email, text and phone | |
| Minimum contract | 1 Month |
| *Subject to fair usage policy | Book a Demo |
What people are saying about our CRM
Finally, a perfect CRM software for mortgage brokers. It has a user-friendly dashboard and an easy to navigate website. I like how I can easily track and store information related to my clients. Since using this new system, I've reduced my administrative work hours and been able to focus more on my actual job.
I am so thankful to find this website and I highly recommend it!
Since I went Directly Authorised a few years ago, I have struggled to find a CRM that helps me not only collate client data but also helps me to collect the information required to complete my FCA obligations when reporting.
Client Tree is not only an easy system to get used to but also gives me access to all the information I need to complete the reporting that I have to do. I would spend stressful Days putting this all together, now this has become so much quicker. Money well spent in my opinion.
I wanted to write to tell you just how much I appreciate ClientTree.
I’m young enough to appreciate technology and how it can benefit my work, and old enough not to have been born with a computer in my hand. I've found ClientTree to be really quite intuitive to use and I love that I can send the client a link to the factfind and for document upload, so everything is together in the same place.
This system shows how those working at the coalface make the best tools.
The portal is a breeze to navigate. Everything was nicely laid out and once we added our information/details, it’s easy to go back and check with a few clicks. It streamlines the entire back-and-forth process of needing to email documents or answer questions between ourselves and our broker, simplifying the process!
Once our information is on the portal, it’s there for future mortgages with only a few clicks to add or edit our circumstances. So it’s a timesaver too.
My experience of working with Client Tree is very positive, the front-end user interface is simple and easy to use with logical workflows and functionality.
The CRM software is clearly well designed and is bespoke. My experience of using the system for the first time is very positive and enables a seamless mortgage application.
Take advantage of our 30-day free trial.
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More integrations coming up soon...