Win high‑stakes deals.
Celorus reads your CRM, inbox and the market overnight, and hands each advisor a morning brief: who to reach, what to say, and why today.
Works inside the AI tools you already use.
- Live in ten hours
- Every fact carries its source
- Your data stays on your side
A change in a family's life lands on the console with the reason and the day it happened.
Every route in, starting with the person on your desk who already knows them.
Who is in the meeting, who can say yes, and why you are there.
Your next client may already be in your book.
The next opportunity may be a new prospect, a lead already in your CRM, or a client you already serve. The hard part is seeing it in time, and then doing the right thing next.
- 01A new prospect
- 02A lead already in your CRM
- 03A client you already serve
Seeing it
- 01Who fits?
- 02What has changed?
- 03Why does it matter now?
Acting on it
- 04Who can open the door?
- 05What makes the conversation relevant?
- 06What needs to happen next?
Finding it is only the start. The research, the way in, the preparation and the next step still sit across people and systems, and the hours come out of client time.
Hunt new clients. Grow the ones you have.
Four agents work the desk for you. Each one is built from your inputs: your CRM, your clients, what you offer. You decide what matters, and we build the agent around it.
The look-alike agent
Finds more of the people you already sell to, matched against your best clients and what you offer.
The resolver
Turns a name in your CRM into the person behind it: the family, the businesses, the boards, the circles they move in.
The watcher
Watches the people you care about for the changes that matter to you: a sale, a listing, a new generation on the board.
The warm pathfinder
Finds which of your own clients can open the door, through the boards, investments and clubs they share.
From a change in someone's life to a meeting on the calendar.
These pages come from a sample desk: the firm, the families and every name on them are made up.
The change lands on your desk with its reason.
The watcher sees the event that opens a conversation: a stake sale, shares vesting, a company getting ready to list. It arrives on your inside sales console with what happened, the day it happened, and one button to make the family a prospect.
- What changed, and when
- One step to act on it
Know who decides, and who can introduce you.
The reach-out card names the family, who decides, and every route in, starting with the person on your desk who already knows them. It writes the first words of the call and lists what not to say.
- Who decides, and how to reach them
- The warm path through your own clients
- The opener, and what to avoid
Your advisor knows the room before entering it.
The meeting brief gives your advisor the room: who is there, who can say yes, the line to open with, the facts that will come up, and what never to say.
- Who is in the room, and who can say yes
- The line to open with
- What never to say
Each morning starts with what waits on you.
The brief shows what moved overnight: mail waiting on you, chat to answer, meetings not yet on the calendar, conversations missing from your CRM.
- Meetings to put on the calendar
- Conversations your CRM does not have yet
One desk, three seats, a better day for each.
More qualified meetings from the team you have.
You set the number with us before we install, and it is measured on your own desk. You see what every seat is working on without asking.
- A number agreed before day one, counted on your desk
- Every seat's day in one view
- Hand-offs from inside sales to the right advisor, logged in your CRM
Walk into every meeting already knowing the family.
Every meeting opens on the client's situation and what fits it. Your own book shows you what you did not know about it: the family member with a stake you do not hold, the succession that just started.
- A meeting brief before every room
- What changed in your clients' lives, as it happens
- Which of your clients can open the next door
The research is done before you start.
The lists, the background and the CRM entries come off your desk. You get the names to call, why now, and the first words of the call. You set the meeting, and the advisor gets the brief.
- A ranked list with the reason for each name
- The first line, and what not to say
- Conversations logged in your CRM in one line
Every call earns trust. Every client grows.
| Where | Today | After we install | What we measure |
|---|---|---|---|
| First calls | First calls are pitches. Your people know your product, not the client. | Every call opens on the client's situation and what fits it. Advice, not a pitch. | Qualified meetings |
| Your book | Advisors service the book, and hear of a sale or a board seat after the money moves. | They know before the money moves, and become the family's advisor on every decision. | New mandates from your book |
| The week | Research, lists and the CRM eat the week. | The drudgery is done before the day starts. Sales does what it is good at: talking to clients. | Team satisfaction and attrition |
Your baseline is set before we start, on your own numbers. The target is agreed with you. It is a target, not a result, and not a promise of revenue.
Your AI plans stay at the core. We make them work.
Nothing to replace
Your CRM, mailbox and tools stay. We work inside them.
Yours alone, with its source
Never pooled with any other firm's. You set who sees what. Every fact arrives with its source, down to the document and the page.
In the AI tools you already use
Where your people already spend their day. No new login, and no new screen to learn.
Start with the clients you want more of. Grow it as it proves itself.
- Day one
Start
One desk, two or three people, and the clients you want more of.
- The first weeks
Prove
Qualified conversations, counted on your desk against the number you set.
- Then, at your pace
Expand
More of your team, more of the workflow, deeper into your CRM and your book.
What buyers ask us first.
What is Celorus?
Celorus is AI software for sales and advisory teams whose deals are won on trust. It finds the right opportunities, among new prospects and the clients you already hold, and prepares your team to win them. Wealth and asset management is the first market we serve.
Do we have to change our CRM or our tools?
No. Your CRM, mailbox and tools stay where they are. Celorus works inside them, and inside the AI tools your team already uses.
Where does our data go?
With you. It is never pooled with another firm's, and you decide who on your team sees what. Read the trust page.
How long does it take to start?
A day. The first desk is two or three people and the clients you want more of. Before we start, we agree the number we will be measured on.
Can one person try it first?
Yes. The free plugin brings a working day into the AI tool you already use: open the day, research a lead, review a call. Get the free plugin.
Is it only for wealth firms?
Wealth and asset management comes first. The same engine serves any business where one relationship can decide the year, and those markets follow.
See it work on your own book.
A working session is an hour with the people who would use it. We look at the clients you want more of and show you what the desk would hand them tomorrow morning.