Not another Salesforce clone. Advisor OS CRM is purpose-built for technology advisors - deals, suppliers, renewals, commissions, and pipeline tracked the way your business actually runs. AI handles 96% of the data entry.
↑ Interactive mockup - drag deal cards between pipeline stages
Salesforce, HubSpot, Zoho - none understand suppliers, MRCs, circuit IDs, or advisor commissions. More configuring than selling.
Every deal, contact, update - manual entry. Your team feeds the CRM instead of closing deals.
CRM doesn't talk to your client portal. Contracts, deals, and commissions live in 3 different places.
Every screen, every workflow, every field - designed by advisors, for advisors.
See your entire pipeline at a glance. Kanban-style board built for how technology deals actually move - qualification through close. Drag, filter, forecast.
Stop chasing commission statements. Track every commission - upfront, residual, blended - across every deal and supplier. Know what you've earned and what's coming.
Manage your entire supplier ecosystem. Track deal volume, commission structures, SLA performance, and partner tiers - all in one place.
Upload a contract PDF and watch AI extract the vendor, pricing, terms, dates, account numbers, and circuit IDs - in seconds. Forward an email, deal gets created automatically.
Every contact, organization, and interaction - connected. Full relationship history: who you've talked to, what deals are open, when renewals come up.
Build professional proposals and quotes without leaving the platform. Pull in client data, contract details, pricing - then generate QBR presentations.
AI-powered insights that tell you what to do next. Churn detection, smart alerts, benchmarking - stay ahead of every client relationship.
| Feature | Advisor OS | Salesforce | HubSpot |
|---|---|---|---|
| Built for Technology Advisors | |||
| AI Contract Extraction | |||
| Commission Tracking | Built-in | Add-on ($$$) | |
| Client Portal Included | Extra cost | ||
| Supplier Management | Custom build | ||
| MRC/NRC Tracking | |||
| QBR Builder | |||
| Setup Time | Minutes | Weeks | Days |
| Price | From $499/mo | $300+/user/mo | $90+/user/mo |
Join as a founding member. Unlimited clients, unlimited team members, full CRM + client portal.