For Growth Teams

An acquisition and
retention engine.

Public forms for lead capture, funnel analytics that actually close the loop, and a branded client portal that doubles as your strongest retention asset.

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Why growth teams choose Experivise

Close the loop from first visit to signed client

Most CRMs stop at the prospect record. Experivise tracks the whole arc — visit, form, onboarding, KYC, signed — so you can finally say which channel actually drove AUM.

Capture leads natively

Embed public forms on your site, in ads, and in referral campaigns. Leads flow into the same platform your advisors work from — no Zapier duct tape.

Measure the whole funnel

Visit → form → onboarding → KYC → signed, with AUM attached. Finally answer the question: which channel is actually driving growth?

Retain with the portal

A branded client portal keeps clients engaged between reviews. Higher engagement means higher NPS, more referrals, and lower churn.

Public Forms

Lead capture forms that feel like your brand

Build intake, referral, and discovery forms on your own domain. No code. No stitched-together form builder. Submissions land as prospects in the same CRM your advisors use — with conditional logic to route to the right advisor automatically.

No-code builder with 24+ field types
Custom domain, branded styling, thank-you pages
Conditional routing by asset level, geography, or service

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Funnel Analytics

See the whole arc, not just the top

Most advisory stacks can tell you how many leads came in. Experivise tells you how many leads became clients — and how much AUM each channel actually produced. That's the number that matters.

Full funnel from visit to signed client, with AUM
Channel and campaign attribution
Cohort analysis across onboarding classes

Retention & Advocacy

A portal that does the quiet work of retention

When clients see their performance, read your notes, and complete their own workflows, they stay. The client portal is your retention engine — branded, useful, and always on.

Branded portal on your domain
Quarterly summaries and advisor notes pushed to clients
Referral requests surfaced with one-tap intro forms