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.
Salesforce, HubSpot, Zoho — none of them understand suppliers, MRCs, circuit IDs, or how advisor commissions actually work. You spend more time configuring than selling.
Every deal, every contact, every update — manual entry. Your team spends hours feeding the CRM instead of closing deals. The best salespeople are the worst at CRM hygiene.
Your CRM doesn't talk to your client portal. Contracts live in one place, deals in another, commissions in a spreadsheet. No single view of the customer relationship.
Every screen, every workflow, every field — designed by advisors, for advisors.
See your entire pipeline at a glance with a Kanban-style board built for how technology deals actually move — from qualification through proposal, negotiation, and close. Drag deals between stages. Filter by client, supplier, or value. Know exactly where every dollar sits.
Stop chasing commission statements in email. Advisor OS tracks every commission — upfront, residual, and blended — across every deal and supplier. See what you've earned, what's pending, and what's coming next quarter.
Manage your entire supplier ecosystem in one place. Track which suppliers you're placing deals with, their commission structures, SLA performance, and partner program tiers. The marketplace shows you new suppliers to explore.
Upload a contract PDF and watch AI extract the vendor, pricing, terms, dates, account numbers, and circuit IDs — in seconds. Forward an email, and the deal gets created automatically. AI does the grunt work so you can focus on relationships.
Every contact, every organization, every interaction — connected. See the full relationship history: who you've talked to, what deals are open, which contracts they have, and when their renewals are coming up.
Build professional proposals and quotes without leaving the platform. Pull in client data, contract details, and pricing — then generate QBR presentations that make you look like a rockstar at every business review.
AI-powered insights that tell you what to do next. Churn detection flags at-risk clients before they leave. Smart alerts surface renewal opportunities. Benchmarking shows how your clients compare to industry peers.
| 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 $200/mo | $300+/user/mo | $90+/user/mo |
Join as a founding member. Your first 100 clients, 3 users, full CRM + client portal.