Cold outreach that meets compliance.
Reach advisors, RIAs and finance buyers with email, LinkedIn and WhatsApp sequences that respect consent and disclosures.
Channels
Email + LinkedIn + WhatsApp
Starting price
$29 / month
Free tier
Up to 500 contacts
Teams
10,000+ using SpaceCRM
Why finance teams struggle with cold outreach
- 01
Advisors and RIAs are skeptical of cold outreach — and rightly so.
- 02
Compliance reviews slow down every campaign by weeks.
- 03
Cold emails from generic addresses land in spam and never get opened.
- 04
There is no way to combine email, LinkedIn and WhatsApp in a single sequence.
- 05
Reply rates on cold outreach are below 4% for most financial-services brands.
How SpaceCRM solves it
AI copy assistant that drafts cold emails from a brief, with compliance-friendly defaults.
Multichannel sequences (email + LinkedIn + WhatsApp) with disclosure language baked in.
Compliance review workflows with version control and approval history.
Advisor, RIA and institutional segmentation in a single CRM.
Audit logs for every outreach touch — ready for SEC and FINRA reviews.
SpaceCRM vs the alternatives
| Feature | SpaceCRM | Lemlist — Which Outreach Platform Is Right for You? |
|---|---|---|
| Email outreach | Built-in | Built-in |
| LinkedIn automation | Built-in | Add-on or limited |
| WhatsApp Business API | Built-in | Add-on or third-party |
| Unified inbox | All 3 channels | Email only |
| AI copy assistant | All channels | Email only |
| Inbox warmup | Built-in | Add-on |
| Free tier | 500 contacts | Trial only |
| Pricing starts at | $29/user/month | $59–$99/user/month |
Read the full head-to-head: SpaceCRM vs Lemlist — Which Outreach Platform Is Right for You?.
Customer story
Wealth-management firm44% open rate and 14% meeting-booked rate on RIA outreach in 90 days
“We needed a compliance-aware outreach tool that did not slow our marketing team down. SpaceCRM hit both marks.”
People Also Ask
SpaceCRM is built with compliance-aware defaults. Disclosure language, audit logs and consent tracking are built in. Custom compliance workflows are available on Enterprise.
Yes. SpaceCRM supports multiple pipelines with custom stages, fields and compliance rules. You can have separate workflows for each segment.
Every campaign can be routed through a multi-step approval workflow with version control, audit logs and reviewer comments before it goes live.
Yes. Native integrations with Salesforce Financial Services Cloud, HubSpot, Redtail and most major financial CRMs.
Ready to launch
Start running cold outreach for finance today.
Free for up to 500 contacts. No credit card required. Pro plans start at $29/user/month.
Related Use Cases
04 pagesReach wholesale buyers, partners and DTC customers with pers…
Cold Outreach for E-commerce
ExploreReach prospective students, parents and partner schools with…
Cold Outreach for Education
ExploreReach physicians, practice managers and decision-makers with…
Cold Outreach for Healthcare
ExploreReach new homeowners, investors and expired listings with pe…
Cold Outreach for Real Estate
ExploreLive programmatic page for Finance Cold Outreach.