quipp vs Zoho CRM

Which Is Better for Financial Planners?

Your CRM should help you get work done with clients, not just keep track of them.

Every new client needs to complete onboarding. Existing clients need to provide updated information, share financial documents and follow through on agreed actions. Before every review, there are forms to collect, files to check and outstanding tasks to follow up on.

Zoho CRM provides tools for managing contacts, tasks and business processes. But turning those tools into a connected experience for your financial planning clients can involve additional configuration and ongoing administration.

quipp brings client onboarding, file sharing, tasks, follow-ups and relationship management into one workspace built for financial planners.

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Why choose quipp over Zoho CRM?

Because your clients need to do more than exist in your contact database.

They need to provide information, complete forms, upload files and act on the next steps you agree with them. And you need to know when they’ve done it.

Get clients onboarded
Send forms, collect information and manage onboarding from the client's profile.
Make file sharing easier
Receive and store client files without relying on scattered email attachments.
Assign tasks directly to clients
Give clients clear actions to complete and monitor their progress.
Stay on top of follow-ups
See outstanding work, use reusable task templates and maintain a record of client activities.
Work with financial context
Access shared financial information and forecasting features alongside client relationships.
Get started with support
Complete migration in 3 days with assistance from our team, and access 24/7 customer support.

You don’t need to spend time putting together separate processes for everyday client work. With quipp, the workflows your practice needs are already connected.

Spend Less Time Gathering. More Time Advising.

Explore quipp for Financial Planners

Feature comparison

quipp vs Zoho CRM

The important difference isn’t just which platform has a particular feature. It’s how easily you can use those features to get work completed with your clients.

quipp compared with Zoho CRM
Feature	quipp	Zoho CRM
Client management	Client profiles, household details, notes and activity history in one workspace	Contact records, accounts, notes and activity tracking but limited coverage
Client onboarding	Built-in client-facing forms and onboarding workflows	Forms and onboarding processes available but still need configuration
File sharing	Built-in client uploads and file sharing linked to client records	Attachments and document processes also dependent on admin configuration
Client task management	Assign actions directly to clients and track completion	CRM tasks and workflows; heavily requires portal configuration
Recurring client work	Reusable task templates, progress tracking and follow-ups	Workflow automation and configurable task processes
Financial forecasting	Cash flow, tax, goal and retirement forecasting	Limited sales forecasting; personal financial planning forecasts are not standard CRM features
Additional client benefits	Option to gift personal budgeting features to clients	No equivalent built-in personal budgeting offering
Migration	Three-day assisted migration	Migration options depend on requirements and service arrangements
Support	24/7 support, access to product experts and onboarding partners	Support availability depends on the service arrangement

quipp in practice

Manage the relationship, assign the work and track its completion.

For financial planners, the advantage of quipp is straightforward: it all happens from one workspace. Here’s how a client engagement moves through it.

01OnboardInvite your clients, share onboarding forms, and track completion.
02Manage TasksAssign tasks to clients and track them to completion.
03Store filesKeep documents connected to the client relationship.
04Stay focusedSpend less time managing software, more time advising.

Get client onboarding completed, not just started

When a new client joins your practice, you need personal details, household information, financial documents and answers to onboarding questions. The problem isn’t necessarily sending the requests. It’s keeping track of everything until you have what you need.

A client completes their questionnaire but hasn’t uploaded their statements. Another sends documents but still has outstanding information. quipp gives you a clearer way to manage that process: the client receives the work you’ve assigned and completes it through quipp, while you monitor progress without losing track of which requests belong to which client.

Zoho CRM

Creating a similar client-facing process may involve configuring forms, portal access and workflows around your practice.

quipp

Onboarding forms, client tasks, file sharing, file storage and progress tracking are already part of the experience. Less configuration. More client work completed.

Onboarding from the client profile

In quipp

Open the client's profile and review their information.
Step 1
Assign the relevant onboarding forms.
Step 2
Give the client specific actions to complete.
Step 3
Collect supporting documents through file sharing.
Step 4
Track completed and outstanding tasks.
Step 5
Return to the client profile to review the activity and next steps.
Step 6

Turn client follow-ups into completed actions

Financial planning doesn’t end when a meeting does. Clients leave meetings with things to do. A reminder might tell you to follow up, but you still need a way to give clients the work, track its status and know when it’s completed.

With quipp, you can assign tasks directly to clients. They complete them through quipp, and you can see what’s finished, what remains outstanding and where a follow-up is required. Rather than managing a separate list of reminders, you’re managing work that both you and your client can act on.

Reusable task templates support onboarding, annual reviews, information updates and other recurring client activities, so you can establish a repeatable process instead of recreating the same actions every time.

Your CRM should help you move client work forward, not simply remind you that the work exists.

Annual review: client tasks

2 of 5 complete

Complete your financial information update.
Completed
Upload your latest investment statements.
Completed
Confirm any changes to income or household circumstances.
Due Today
Provide documents needed for tax planning.
Pending
Complete an outstanding action from your previous review.
Pending

Keep files where the client work happens

You need statements, identification documents, completed forms and other information to prepare recommendations and reviews. But receiving a document is only one part of the process. You also need to know who sent it, which client relationship it belongs to and whether other information is still outstanding.

With quipp, you can collect and store files within the relevant client record. When preparing for a review, open the client’s profile, check the documents available and see which assigned actions still need attention — without piecing it together from separate email conversations.

Files, tasks and client activity remain connected, so you have a clearer picture of what has been done and what comes next.

Spend less time managing software

Your CRM should fit into your working day. With quipp, you can move from a client profile to an onboarding form, assigned task or file request without building separate processes around each activity.

The information stays connected to the client relationship, so you can see what needs attention and what has already been completed. For independent planners managing several active relationships, that means fewer disconnected processes to coordinate and a clearer view of client work.

Your time is better spent advising clients than managing the software you use to serve them.

See how quipp works

Switch from Zoho CRM to quipp with help from our team

Switching CRMs shouldn’t mean starting your practice over. If your client information is currently in Zoho CRM, quipp makes it easier to bring your contacts into a new professional workspace. Start by preparing your data with our CRM migration checklist, then import contacts yourself or get help from our team.

Import your contacts into quipp
Have your client-contact information ready? Upload your CSV or Excel file, review how the fields are mapped, preview your contacts and confirm the import.
Once your contacts are in quipp, you can begin setting up onboarding forms, file sharing and recurring task templates around your practice.
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Get assisted migration completed in 3 days
Prefer to have someone help you make the move? Our team offers assisted migration and workspace setup, with a three-day onboarding target once the information needed for your agreed migration has been provided.
Speak directly with a product expert and request an onboarding partner. For more complex transitions, we’ll establish the supported migration scope with you. You also have 24/7 customer support whenever you need it.
Talk to a quipp Product Expert

Give your clients more than a CRM interaction

Your clients’ financial lives continue between meetings. quipp gives you an opportunity to support them beyond the usual forms, tasks and follow-up requests.

Gift personal budgeting features to clients

Offer clients access to personal budgeting features as an additional benefit of working with your practice. These tools help clients manage their budgets and better understand their day-to-day finances.

It’s another way to provide value between scheduled planning conversations.

Bring financial information into your client conversations

quipp gives you access to financial information shared through the platform, with forecasting capabilities covering:

Cash flow planning
Tax planning
Goal planning
Retirement planning

The result is a more connected view of your clients and their financial circumstances.

Why switch from Zoho CRM to quipp?

If you’re spending too much time coordinating client requests, following up on missing information or configuring routine workflows, it’s worth reconsidering what your CRM is doing for your practice. From onboarding a new client to preparing for an annual review, with quipp you can:

Collect the information and files you need.
Assign actions directly to clients.
Track outstanding and completed work.
Use templates for recurring requests.
Review activity from the relevant client profile.
Access financial context alongside the relationship.

Frequently asked questions

Is quipp a good Zoho CRM alternative for financial advisors?

Yes. quipp is designed for financial planners who want to manage client relationships and everyday client work from one workspace.

It includes client records, onboarding forms, file sharing, internal and client-assigned tasks, activity tracking and financial context.

Can I assign tasks directly to clients with quipp?

Yes. You can assign tasks to clients, and clients can receive and complete those actions through quipp.

You can track their progress and review the relevant activity from the professional workspace.

Does quipp include onboarding forms and file sharing?

Yes. quipp includes client-facing forms, file sharing, file storage, and task management.

These features work alongside client records and follow-up activities.

Can quipp help me manage annual client reviews?

Yes. You can use task templates to organise recurring review requirements, assign actions to clients and track what's been completed.

You can also collect supporting files and manage outstanding work from the client relationship.

Can I move from Zoho CRM to quipp?

Yes. quipp supports client-contact importing and offers three-day assisted migration for agreed, supported migration requirements.

You can start with our CRM migration checklist, import contacts yourself or speak to a product expert for assistance.

Does quipp have a free option?

Yes. quipp offers a free plan, which includes client-record management and visibility into client financial information.

Forms, tasks and file sharing are available through paid access.

Does quipp provide customer support?

Yes. quipp provides 24/7 customer support, access to product experts and onboarding assistance when needed.

Can I give quipp's budgeting features to my clients?

Yes. quipp gives planners the option to gift personal budgeting features to clients as an additional benefit.

Applicable subscription terms determine access to those features.

Stop chasing client updates. Start getting work done.

Client relationships
Onboarding
File sharing
Tasks
Follow-ups

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Moving from Zoho CRM? Read our CRM migration checklist to prepare for the switch.