Win and keep more advisory clients, on autopilot.
The all-in-one AI customer platform for financial advisors, planners, and wealth managers. Email, CRM, social, blog, and design in one workspace, with AI that already knows your services and brand voice.
No credit card • Setup in 5 minutes • Cancel anytime
Made for advisors in:
- Financial planning
- Wealth management
- Retirement planning
- Insurance
- Tax planning
- Investment advice
Everything you need to win and keep customers
Newsletters, client follow-ups, content, and reports in one workspace. Click through to see what each one looks like inside Craftify AI.
Plan and automate
Set it up once, then let it run
Campaign plans, one calendar, and automations that fire on their own, even on weeks you do not log in.
Pick a goal, and Craftify drafts the slogan, the message, the visuals, and a week-by-week plan of action items. Each item becomes a post, an email, or an article you approve.
See campaigns
Every scheduled post, email, and article on one calendar, color-coded by channel, with a check mark once it has gone out. Filter by type, status, or source.
See the content calendarChain a trigger to actions: write a social post twice a week and add it to the calendar, send a birthday email, or follow up after a job. Set the schedule once and approve what it drafts.
See marketing automationSend every customer a review request after each job, with your Google review link one tap away. New reviews land in Craftify, where AI drafts the reply and you approve it.
See Google reviews
Create
Publish-ready content, in your brand voice
Craftify already knows your services, audience, and brand voice, so you pick a template and review, instead of writing prompts.
Get the caption, the hashtags, and the visual for Instagram, Facebook, or TikTok in one pass. Edit the design in the built-in Visual Designer, then publish or schedule from the same screen.
See the social post tool
Write the subject line, preview text, and a branded email body, then send from your own domain with no Craftify branding on it. Opens and clicks are tracked per contact.
See email marketingHeadlines, descriptions, and images sized for each network, with character counts checked as you edit. Google Ads publish straight from Craftify.
See the ad writerSEO-optimized articles written around the keywords you want to rank for, with a cover image and a card preview. Publish to WordPress or Shopify in one click.
See the blog post writer
Grow and measure
Know who to follow up with, and what works
Contacts, reports, and the tools you already use, connected in one place.
Import from CSV, QuickBooks, or Shopify, or let your website lead forms add contacts for you. Tag, segment, add notes, and move leads through pipelines that trigger follow-ups.
See the CRM
Google Analytics, Search Console, email results, Instagram, and Google reviews in one place, each with a Craft Buddy summary that says what to do next.
See insightsConnect Google Business Profile, Google Ads, Google Analytics, Search Console, Facebook and Instagram, TikTok, WordPress, Shopify, QuickBooks, and Zapier. Publish and sync without copy-pasting.
See integrations
Why financial advisors use Craftify AI
Keep in touch with every client and prospect and keep your brand consistent everywhere, without hiring a marketing team.
Clients book meetings online
Clients pick a meeting type and a time on your booking page. Confirm instantly or approve each request, sync with Google Calendar, and send email and text reminders.
Newsletters from your own domain
Send branded newsletters and follow-ups from your own domain with no Craftify branding, and see opens and clicks for each client.
Every prospect in one pipeline
Import contacts from CSV or QuickBooks, or let your website lead forms add them. Tag, segment, add notes, and move prospects through pipelines that trigger follow-ups.
A consistent brand everywhere
Your logo, brand colors, contact info, and brand voice fill in automatically on posts, emails, business cards, and brochures, so everything looks and sounds like your practice.
You stay in control of every word
Craftify drafts the post, the email, or the article from your business profile, and you edit it before you publish or schedule it.
Everything you need in one plan
Every plan includes the CRM, lead forms, email, automations, the visual designer, and Google reviews, with contacts, emails, AI credits, and team members built in. Add more, or extras like text messages and a website, only when you need them. Cancel anytime.
73%
Average cost reduction vs. using multiple tools
12hrs
Weekly time savings on marketing tasks
3x
Average lead increase reported by users
Real results from local service businesses
How real service pros use Craftify AI to win more customers, cut tool costs, and spend less time on marketing.
"As a financial advisor, compliance and professionalism are key. Craftify AI's email and content tools made it easy to reach new clients and keep my brand consistent. My email open rates and client engagement have soared!"
65% higher email opens
in 2 monthsAzza
QuantaLeap FinancialsFinancial Advisor"Craftify AI transformed my business. Their all-in-one platform made my marketing effortless, and the website and content they helped me create brought in a $100,000 project from a single ad. My SEO and Google Ads results have never been better!"
$100k project from one ad
in 2 yearsHeather
Spruce Wood LtdCabinet Maker"With Craftify AI, I finally have a marketing system that works for electricians. The automated follow-ups and local ad templates helped me double my inbound calls, and I spend way less time on marketing every week."
2x more inbound calls
in 6 monthsAmir
A1 Arc ElectricElectricianPricing built for small business
Every plan includes the full platform. Add more contacts, team members, or extras like text messages only when you need them.
Craftify Core (14-day free trial)
14 days of full Core access. No credit card.
$0 for 14 days
1,500 contacts
500 AI credits a month
3 team members
1,500 contacts
3,000 emails a month
500 AI credits a month
3 team members
8,000 contacts
16,000 emails a month
1,000 AI credits a month
8 team members
See the full comparison
All three plans side by side, including Craftify Agency with a human strategist, monthly pricing, add-ons, and everything each plan includes.
Not sure which plan fits? The call is free, and there is nothing to cancel during the trial.
Common questions about Craftify AI
Craftify AI is an all-in-one customer platform that financial advisors use to run client newsletters, a contact pipeline, social posts, blog articles, and reports from one workspace. The AI works from your business profile, so it already knows your services, audience, and brand voice.
Yes. Craftify writes a branded email with the subject line and preview text, sends it from your own domain with no Craftify branding, and tracks opens and clicks for each contact. You can send to everyone or to a segment.
Yes. Everything Craftify drafts, from social posts to emails to blog articles, opens in an editor where you can change it before you publish or schedule it.
Craftify AI replaces a design tool like Canva, an email marketing tool like Mailchimp, and a CRM like HubSpot or Keap, plus the social scheduler and SEO reporting you would otherwise buy separately. One subscription covers all of it, and your brand, services, and contacts live in one place instead of being copied between tools.
Craftify Core starts at $32 a month and Craftify Pro at $57 a month. Every plan includes the full platform with a set number of contacts, emails, AI credits, and team members. If you outgrow them, or want extras like text messages, a website, or quotes and invoices, you add only what you need. You can cancel anytime, and the full comparison is on the pricing page.
Yes. Every account starts with a 14-day free trial of Craftify Core, and it does not ask for a credit card, so there is nothing to cancel if you decide against it. The trial includes the full Core plan rather than a limited version of it.
Most businesses are set up in about five minutes. Craftify builds your business profile from your website URL or your Google Business Profile, filling in your description, services, logo, and brand colors, and you can import contacts from a CSV, QuickBooks, or Shopify. Every campaign after that uses those details automatically.
Yes. Craftify publishes blog posts to WordPress or Shopify, posts to Facebook, Instagram, and TikTok, and ads to Google Ads. Email sends from your own domain with no Craftify branding on it. You can also connect Google Business Profile, Google Analytics, Search Console, QuickBooks, and Zapier.
Put winning and keeping clients on autopilot
Set up your business profile once. Craftify writes, designs, schedules, and follows up from there.
Start free for 14 days →No credit card. Setup in 5 minutes. Cancel anytime.