All-in-One CRM Built for Wealth Management

From lead capture to legacy delivery — manage every step in one seamless platform.

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Ready to turn leads into legacies?

Close More Deals with Less Work

Automate your follow-ups, schedule appointments, and manage every lead — all in one intelligent dashboard.

Empowering you 24/7

Showcase your services with a personalized landing page and capture leads 24/7 through smart Alphatac CRM Solutions

Built for Automate Lead Funnels

From client forms to referral tracking, Alphatac is tailored for estate planning professionals who want to grow faster and work smarter.

All the features you need

Powering the Next Generation of Agents

Lead Magnet Funnels

Alphatac creates lead ready-for-you to contact

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Referral Engine with Rewards

Agents can generate leads via referrals from existing clients.

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Business Tracking

We provide comprehensive sales activy Reporting for Agents

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ALPHATAC AGENT LEAD GENERATION STRATEGY

Smarter Systems. Smarter Agents.

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User friendly

Work Smart. Close Fast

Best Support

Grow Your Book. Grow Your Bank.

Secure payment

Built to Scale Your Success.

Client story

"Tenete ergo quod si servitus quae natura liber, et aliena tua tunc impeditur. Dolebis, et turbabuntur, et invenietis, cum culpa tam dis hominibusque. Quod si tibi tantum sit propria et aliena"
John Krasinsky
Lightbulb CO-Founder

From Lead to Legacy – We Track It All.

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From Lead to Legacy – We Track It All.

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