A CRM that moves deals forward.Automatically.
AllocateLite CRM understands your pipeline, prioritizes opportunities, and takes action — so advisors can focus on closing and advising.
Pipeline Overview
AI PrioritizedAI Suggestion
Follow up with 3 high-value prospects in "Proposal Sent" — likelihood to close increased 28% this week.
Why it matters
Your pipeline, intelligently managed.
AllocateLite CRM removes guesswork and manual tracking by proactively guiding advisors toward the highest-impact actions.
Pipeline Intelligence
Automatically understand where every prospect and client stands — and what needs to happen next to move them forward.
AI-Driven Actions
Generate follow-ups, tasks, meeting suggestions, and outreach automatically based on client behavior and conversations.
Unified Client View
All meetings, notes, portfolios, and interactions in one place — giving advisors complete context instantly.
Automation Engine
From lead to client.Without friction.
AllocateLite continuously monitors activity, meetings, and engagement to trigger the right action at the right time.
Connected Intelligence
Powered by meetings, proposals, and portfolios.
AllocateLite CRM is not standalone — it is deeply integrated with Meetings, Proposals, and Portfolio execution to create a fully intelligent advisor workflow.
Close more clients. With less effort.
Let AllocateLite CRM guide your pipeline, automate execution, and help you convert opportunities into long-term clients.