Sales & Client Management

Make your sales, account management and compliance obligations a breeze. Collect, track and run automation on all of your unique data points including all 'Know Your Customer' and Anti-Money Laundering fields.


Educate your customers and engage your prospects by triggering fully-automated and sequenced campaign marketing activities via email and social media. You will never miss winning another opportunity ever again.


Keep track of all of your client engagements and correspondance. Prioritise and allocate work among your team members. Track your time and manage service budgets. Benefit from automation that ties it all together.


Clear and organised project, task and time management to keep your team accountable and delivery on-track. Make process deviation a thing of the past with strict workflow process tracks customised to you.

The comprehensive financial services answer to CRM.

Keep track.

RADAR CRM helps you overcome challenges of storing the wide variety of unique data points, such as your complete ‘Know Your Customer’ obligations and other anti-money laundering fields, as well as retaining your client correspondence and other notes. Beyond data, RADAR helps drive efficiency, process and minimises human error.

'Know your customer' data

Retain all of your key customer data points in fields named uniquely for you. Trigger notifications and other admin process steps automatically when data falls into specific target parameters.

Minimise process deviation

With rigid personalised workflow tracks, you can lock your team on-process to minimise human error and ensure compliance obligations are enforced.

Data integrity rules

Control the way your data is entered with step by step forms with in-built logic that maintains accuracy, and removes the likelihood for misinformation.

Guide your prospects. Educate your customers.

Create and cadence a series of any number of automated marketing campaign activities via email, social and phone. Transition prospects from one campaign to another without any human intervention.

Define your own campaigns

Easily create and schedule campaigns on intervals that best suit your message. Such as; day 1 – email > day 7 – call > day 12 – social.

Track the activity

Track the engagement by each prospect. Automatically trigger a series of follow-up actions based on each individual prospect’s activity.

Dynamic campaign rules

Automatically transition prospects from campaign to campaign, by pre-determined logic rules to define who should receive which campaign message.

Analyse the results

Dashboard widgets allow you to view the performance of your campaigns against one another, with the ability to drill-down into the data.

Deliver service excellence.

Get your support or customer service ticketing organised, structured and backed by powerful automation built around your business processes.

Automatic dynamic action

The in-built text parser within RADAR CRM will do away with the need to manually triage your inbound service requests, automatically assigning inbound emails against the right ticket type, and more.

Follow-on triggers

Cut red-tape and repetitive tasks by relying on automated workflow activities on the back of your service ticket actions, tailored to your business processes.

Cross-module activities

If a service request within your business workflow demands attention from sales, or has implications on projects; you can rely on RADAR CRM to link-up activities for you automatically across the relevant system modules.

All in one place

Keep all of your data and activities with your customers, suppliers and partners in one place.

Process-driven project management.

Gone are the days of missing project updates, task time not getting logged or proof & review processes not getting followed. Projects inside RADAR CRM will keep you on-track.

Permission-based logic

Never let a task slip past a review or approval process step; Lock your users within their permission-grade by restricting the steps they can take within their assigned tasks.

Timesheets and reminders

If the measurement or billing of time is important to your business, you can monitor and prompt your team to log their time against their tasks and projects, which compile into their timesheet record.

Automatic email prompts

Automatically issue reminders by email, whether a task is overdue, requires approval or is re-assigned between team members.

Project dashboards

Easily view lists of tasks together on a sortable, searchable dashboard view for easy project management.

Addressing financial services CRM challenges.

Your challenges…


As you are obliged to be in possession of considerable 'Know Your Client' personal and financial information before you are able to effectively service a client, you have a lot of unique and sensitive data to collect and process.


Between FCA regulatory obligations and your own internal workflow processes, you have considerable procedural burden to enforce and maintain in the day to day delivery of your business services.

Audit trail

You need to be able to rely on a system that aids you in effectively logging, tracking and acting on your numerous data points; in tracking all client correspondence; and in maintaining a full audit trail of who did what and when.


To aid you in effectively scaling up your business, you must have a strong and reliable system foundation that rigidly sticks to your structure and processes, which so few systems are able to help you overcome.


With evolving business challenges, growing compliance burden and service expectations from clients, driving an increase in output and efficiency of your team is pivotal to business success.


Built to purpose

RADAR CRM will include many fields by default, allowing you to track your 'Know Your Customer' fields, among many other data points; however, it doesn't stop there. RADAR may be customised to provide you with the custom fields and processes you need within your business.

Rigid processes

With most CRM systems it's near impossible to structure your unique business process workflows, not within RADAR CRM. On-screen forms can be built to your logical paths - dynamically adapting to 'if this, then that' rules, while also applying strict read/edit user permission based policies.

All in one place

RADAR CRM provides you with peace of mind that all of your key data points, correspondence and actions taken by your team are logged and visible in one place.

Sales, Marketing, Service and Projects

A complete suite of services to meet all of your operational needs across Sales CRM, Marketing Automation, Service CRM and Projects - personalised to you and all within a cost effective price point.

Cost effective

With a broad-range of modules, RADAR CRM has a very cost effective price point for small to medium enterprises. Allowing businesses to punch well above their weight, across their whole business with the right automated tool.

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How has RADAR CRM been best tailored to the financial services sector?

Built by those in the know.

RADAR is not just another CRM. Built by the team at Wingman, a professional services marketing agency, RADAR has been developed from the ground-up to suit the needs of ambitious, process-driven and compliance conscious service businesses.

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Most other systems are missing fundamental features. How is RADAR different?


Find most systems miss a fully joined-up approach? Letting opportunities slip through the cracks?


With RADAR, we took a rigid approach; building automated process steps to suit your business workflow. The integrity of your data and business processes are maintained, RADAR CRM controls the order, format and steps taken by your users when inputting data – whether updating a sales opportunity, creating a new project or logging time against a task.


Confused or frustrated by the cost or sheer complexity of some CRMs pricing models?


We were too. So we decided to take a straight-forward, flexible model based on the number of people you need to access a CRM. Each of our plans allow you and your team access to all of the features and functionality of our CRM, without any hidden surprises or restrictions.


Stuck working the way your CRM provider decided you should work? Don’t let your system hold you back.


RADAR has been built to work around you. During your onboarding process, our team will map and custom build workflow automation to your business process. Whether that’s for sales, projects or service ticketing – you are able to collect, store, manage and trigger activities from your data in a way that suits.

Data Integrity

Very frustrating when your data always ends up in a mess, isn’t it? Most systems won’t help.


We feel your pain! To maintain the integrity of your data set, whether that’s fields of contact information or the status of a task for example, you can dictate how data is input, in which order and dynamically change the options presented to your users based on their prior inputs. Keeping your data clean, organised and valuable.

Fly your business on course with the help of RADAR CRM.

See how RADAR can be tailored to your business.

Book your free demo call today.

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