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.
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.
Salesforce®
Financial Services Cloud-
Monthly Payments
-
Content
-
Pre-Built Automations
-
Mobile App
Redtail®
Technology(up to 15 Users)
-
Monthly Payments
-
Content
-
Pre-Built Automations
-
Mobile App
Gorilla 5®
Intelligent CRM-
Starting at $125
-
Monthly Payments
-
Pre-Built Automations
-
Mobile App
Microsoft Dynamics®
-
Monthly Payments
-
Content
-
Pre-Built Automations
-
Mobile App
Junxure®
-
Monthly Payments
-
Content
-
Pre-Built Automations
-
Mobile App
See some of G5's new and updated features in action!
Get Started.
New And updated Features in G5
Customer View 360
See all your client information in one place, including:
- Asset
Opportunities - 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
Get Started.
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.