Gemini-powered
AI Terminal
Type or speak what you need. Create leads, move deals, draft follow-ups, and pull pipeline status without hunting menus.
Leads, pipeline, communications, and billing — unified in one AI console your team actually wants to open.
Built for advisory teams
From lead intake to enrollment and renewals — one console, one source of truth.
Acme Advisory
Agency
Summit Financial
Independent
Apex Insurance Group
Enterprise
Premier Benefits
Agency
Elite Advisors
Independent
Nationwide Partners
Enterprise
Product demo
See how the AI console fits into your daily workflow.
Voice
Speak naturally to call clients, schedule follow-ups, and check pipeline — from desk or on the go.
Speak like you're talking to a colleague. No commands to memorize.
Desktop, mobile, or hands-free. Your command center travels with you.
Call clients, schedule follow-ups, check pipeline—all in seconds.
AI layer
An observation layer that watches, learns, and surfaces the next best action across your CRM.
Observes CRM activity in real time to build context and spot patterns early.
Specialized agents handle scoring, follow-ups, and routing so your team stays focused.
Learns your workflow quickly — less configuration, more selling time.
Compare
How we stack up against traditional CRMs built for a different era.
Use cases
From prospecting to closing — every step of the advisory loop in one place.
From inquiry to first contact
Lead fills contact form
AI enriches data automatically
Creates CRM record + assigns owner
Sends personalized welcome email
Instant policy quotes
Ask terminal for quote
AI pulls client data
Generates customized quote
Sends to client & logs activity
Never miss a touchpoint
Set follow-up triggers
AI monitors deal progress
Auto-sends reminders
Updates status in real-time
Instant insights
Ask "Show my pipeline"
AI analyzes all deals
Generates visual dashboard
Highlights action items
Platform
AI, CRM, communications, billing, and security share the same tenant model so advisors stop switching tools mid-conversation.
AI layer
Ask in plain language, get the next move, and let automation handle the follow-through.
Gemini-powered
Type or speak what you need. Create leads, move deals, draft follow-ups, and pull pipeline status without hunting menus.
CRM core
Drag deals across stages, spot stalled opportunities, and keep ownership clear for every advisor on the team.
CRM core
Track people, policies, and relationships together so renewals and cross-sells start from real context.
Integrations
Keep Salesforce, HubSpot, or Zoho aligned with Core so your team stops reconciling spreadsheets.
AI layer
Trigger reminders, assignments, and outreach from real behavior instead of manual checklists.
Sync CRM systems and billing without a separate middleware project.
From the field
Clearer pipeline, fewer tools, faster follow-up — the outcomes teams ask for.
"Olyron CRM transformed how our agency operates. The AI terminal alone saves us 10+ hours per week on routine tasks."
Sarah Mitchell
Agency Owner
Premier Benefits Group
"The multi-CRM sync is a game-changer. We can finally keep Salesforce and our internal tools perfectly aligned."
Michael Chen
Sales Director
Summit Financial Advisors
"I've tried every CRM on the market. Olyron CRM is the only one built specifically for advisors. The difference is night and day."
Jennifer Rodriguez
Independent Advisor
Rodriguez Advisory
Tenant isolation, audit trails, and compliance-ready controls by default.
SOC 2 Type II
Security & compliance certified
GDPR Compliant
European data protection
ISO 27001
Information security management
HIPAA Ready
Healthcare data protection
99.9% Uptime SLA
Guaranteed availability
Bank-Level Encryption
AES-256 encryption
Why teams switch
From first lead to renewal — one console, clear ownership, fewer tab switches.
1
Console
Leads, enrollments, members
AI
Native
Terminal, NBA, automation
SOC 2
Ready
Tenant isolation & audit
14-day
Free trial
No card required
Pricing
From solo advisors to agency teams — start free, upgrade when you are ready.
Perfect for solo advisors
For growing teams
For large organizations
Built for modern advisory teams
AI, CRM, communications, and billing in one place — so your team stops switching tabs and starts closing.