For Estate Planners
More Consultations. Less Admin. Built for Estate Planners.
From first enquiry to completed plan, automate the communications that keep your pipeline moving and your clients informed.
The Problem
Sound familiar?
Estate planning is a considered purchase. People research, think about it, put it off. If you don’t follow up, they’ll forget or go elsewhere.
You’re juggling enquiries, consultations, document gathering, and client updates across email, phone, and spreadsheets.
Referrals from financial advisers and accountants are your best source of new work, but you’ve got no system to track who sends you what.
How TomCRM Solves This
Everything you need, running automatically
Nurture sequences for long-cycle enquiries
Someone downloads your guide but isn’t ready yet? TomCRM sends helpful, non-pushy follow-ups over weeks until they book.
Automated document requests
Once a client commits, the system sends them exactly what you need, with reminders if they haven’t responded.
Referral partner tracking
See which IFAs, accountants, and solicitors are sending you the most (and best) work. Nurture those relationships with data.
Review and testimonial automation
After every completed estate plan, request a Google review and a testimonial automatically.
Pipeline visibility
See every enquiry, where it’s at, and what needs attention. Nothing gets forgotten.
The Numbers
One recovered enquiry pays for itself
A comprehensive estate plan averages £500 to £2,000+. One recovered enquiry per month more than covers the subscription.
Find out where you're losing money
Take our free Estate Planner Assessment. 10 questions, 2 minutes, instant report showing exactly where your leads are slipping away.
Book a Demo