Spending money on leads or marketing?

Fantastic! We will be reaching out to you soon.

Deft is built for advisors who want to respond to leads instantly. Be fast or forget it.

Hi         I'm Pat with Deft Sales. If you'd like a free trial just put your email in the field below and I'll reach out ASAP!

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Win more clients and save time

Connect with leads as soon as they hit your inbox via calls/texts/emails as you prefer and add them to your CRM.

Seriously. If you are trying to grow your book, you need this tool.

When you market digitally, you are dealing with online buyers who move fast and expect a quick response.

Automated follow up

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Deft Sales gives you built-in, starter email drip campaigns and text messages that are strategically designed to build trust and convert prospects.

Skip the CRM Data Entry

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Deft Sales automatically populates prospect information into your CRM. Skip the data entry process and spend more time advising clients on how to achieve their goals.

Be fast or forget it

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Ever lose a lead because another advisor followed up first? Deft Sales follows up immediately, even when you're helping another client. Be the first to respond.

 

Spend Less Time Selling and More Time Closing

78% of customers buy from the first responder. Deft Sales automatically detects leads the moment they hit your inbox and follows up via text and email so you can earn more business and focus on advising.

Sales Made Easy Peasy

Set up in minutes.

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Step 2

Add your name, company logo, certifications, and social media icons to Deft Sales’ starter emails for a personal touch. You can also personalize the language of automated texts and emails to make them even stronger.

Personalize Texts and Emails

Step 3

Focus on your clients and let Deft Sales handle the rest.

Advise

Set It Up

Sync Deft Sales to your phone, Email, and CRM in less than two minutes.

Step 1

The Best Investment a Financial Advisor Can Make

Invest in yourself. Deft Sales pays for itself and more.

When you use Deft Sales, you’re investing in yourself—just like your clients do. Reach out and convert more leads without taking time out of advising.

Get started and grow your business with a FREE 30-day trial

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What MORE Advisors Are Saying About Us

"It has made the lead management much simpler and more concise."

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"For the referral process I think its a game changer. You can be one of the first people to reach out."

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"The automated instant email is huge. I know I am not utilizing the software to its fullest potential yet, but my touch ratio has doubled with just having the email feature turned on."

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Our solution costs less than losing a customer.

Plans

BASIC FEATURES

Engage leads instantly via text and email

Nurture each lead with drips

Starter email campaigns

Automated CRM entry

Works with any email

    Add-ons

Additional local phone number

Additional lead source

Additional user

PREMIUM FEATURES

Basic Features

Fast Call - call leads REALLY fast

Additional lead source

Customize lead entry into CRM

Additional local phone number

Next Call - Add phone calls to your campaign. Daily call list.

Additional user

    Add-ons

Here is a collection of some frequently asked questions from our clients:

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Questions?

 
 
 
 
 
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What Advisors Are Saying About Us

"I would say that Deft has complicated my life in that I am getting more people contacting me because of it."

Jim Connell - Connell Financial Group

Cliff Hawkins - Hilltop Wealth Solutions

Does this sound like you?

  • Spend $1000/mo on leads and digital marketing

  • Get more than 10 leads per month

  • Want to instantly respond to leads in a personal way

Online leads expect a quick response. If you don't reach leads quickly, someone else will. Maximize your return on ads, marketing, and leads. Get Deft and rest assured you instantly reach out to every lead.

If you answered yes, you need ​​ Deft Sales

"In the last 6 months I think I’ve got almost three times as many new clients than I did the last 12 months when I was trying to do it by myself."

Randall Neighbour - Kingdom Wealth Management

"It [response rate] probably increased 300-400%"