—Help more clients in less time. Let them grow in the cloud.
GrowthWheel Online is a complete business advisory system which supports the entire workflow of advisors working with clients.
On GrowthWheel Online, business advisors can invite clients to the platform and offer them a free account so they can work with digital tools to build their business. Clients get a better experience because they have the option of both self-service and personal engagement with their advisor.
Your clients experience a better service as they leave each meeting with a 360° view on focus areas, an action plan, and the tools to do it.
Create a business plan replacement in just 60 minutes that you and your clients can print as a great-looking PDF ready to show off.
Team up with co-workers and mentors to provide a better service to your clients while increasing your productivity.
Our CRM-System is a digital experience for everyone. Watch how you can use the platform as a client, mentor, or manager.
The software integrates in several ways with existing CRM-systems, but is more than a CRM as clients can share data and work with their advisors.
Show off when your clients move on. Document your impact and your clients' progress with analytics, charts and reporting features.
GrowthWheel has now released monthly software updates for over 36 months straight, and continues to release new software features for users on a monthly basis.
Clients with a free online account from their advisor will experience a consistently updating software platform.
Please let us know if you have any suggestions for new or existing features.