Gorilla 5 - Bill Good Marketing

Gorilla 5

Gorilla 5

The most cutting edge intelligent automated efficient proven customizable CRM for doubling your production or working half as much.

What is Gorilla 5

Gorilla 5, combined with the Bill Good Marketing system is one of the only CRM’s in the Wealth Management industry that helps generate revenue beyond its cost to operate. It is the software solution that has helped some of the largest teams in the industry get to where they are. 

G5 mobile

An industry Legend Reborn

40 Years of knowledge distilled into a CRM like no other

G5 is both familiar and new. With cutting edge technology (Powered by NexJ), G5 helps you streamline your practice, improve your prospecting efforts, and boost client retention. This is more than just a CRM. 

Leveraging our 40 years of system-building, we are creating a platform like no other. 

Current Features

  • Advanced households system
  • Scheduler
  • Notes
  • Actions
  • Service Module
  • Conversations
  • Data Migration from Gorilla 4x (notes, contacts, activities)
  • Microsoft Outlook Email Sync
  • All New 90 Day No Contact (Personal Touch)
  • Birthday Letters
  • Letter printing
  • Create Forward Activating Speed Buttons
  • Mobile & Tablet
  • Relationship mapping
  • Coverage groups

Want to see more? Schedule a demo.

How does Gorilla 5's pricing compare?

Gorilla 5 is an enterprise grade flagship Intelligent CRM. You’ll be running the most advanced growth system for advisors available. Please note the G5 prices below are in addition to full content and coaching. 


Financial Services Cloud
$ 300 Monthly Per User
  • Monthly Payments
  • Content
  • Pre-Built Automations
  • Mobile App


$ 99 Per Month Per Database
(up to 15 Users)
  • Monthly Payments
  • Content
  • Pre-Built Automations
  • Mobile App

Gorilla 5®

Intelligent CRM
$ 125 Per User Per Month
  • Starting at $125
  • Monthly Payments
  • Pre-Built Automations
  • Mobile App

Starting At

Microsoft Dynamics®

$ 135 Monthly Per User
  • Monthly Payments
  • Content
  • Pre-Built Automations
  • Mobile App


$ 65 Monthly Per User
  • Monthly Payments
  • Content
  • Pre-Built Automations
  • Mobile App

See some of G5's new and updated features in action!

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New And updated Features in G5

Customer View 360

See all your client information in one place, including:

  • Asset
  • Recent Activities
  • Key Life Cycle Dates
  • and Aggregated Financial Information

Office Chat

Inner office chat with conversations saved to contact record that it is associated with. Never lose track of internal conversations.

Native Microsoft Office Integration

Email import and email synchronization with Microsoft integration.

Audit Trail

Gorilla automatically keeps detailed records of who, what, and when a record is accessed, updated, or edited.

Advanced Householding

Even more depth to our household and relationship mapping system:

  • Additional association layers
  • Multiple addresses for household members 
  • Drill down into history, notes, actions for the entire household or a single member 
  • Unlimited relationship types 

Gorilla Logic (Coming Soon)

See all your upcoming interaction opportunities:

  • Drives engagement by suggesting interaction based on triggered or pre-determined events
  • Manage your 90 day no contact calls automatically
  • Leverage scoring to prioritize engagement with clients that need it most
  • Leverage human-gathered information and aggregated data to recommend topics of interest.

Lead Management (Coming Soon)

The ultimate client acquisition and referral management tool:

  • Build and maintain prospecting lists
  • Manage lists by source, status and score
  •  Assign leads based on pre-set rules, or manually
  • Increase ROI by focusing on the sources that are delivering the best leads

Additional features we're excited about in Gorilla 5 for 2021 and beyond

Natural Language Processing

Tell Gorilla what you want it to do, and have it done.

Dictating Notes

Record notes verbally or transcribe phone calls into the contact record automatically.

Live Advanced Reporting

Built in and ad hoc reporting.

API and Native Integration

Connect to the tools you use daily as we build out our connectivity to financial planning and data aggregation applications.

Onboarding Automation

Improve the speed of onboarding with our new process automation system.

Service Queuing

Have service related items queue up and distribute out to your service associates. Automatically add service issues from emails sent to your service email box.

What would you like to see in g5?

drop us a line and let us know

All information relating to timelines, features, testing phases or release dates are based on best-case scenarios. Release timelines or features may change, which will adjust deadlines. We will release the software when we feel it is ready as we recognize that your CRM is a mission-critical component of your business. We do not want to cripple anyone’s ability to work.

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