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Monthly Lead Supply CRM

Your Subsidised Subscription

Recent direct enquiries, established opportunities and active email interest, organised in one clear workspace for UK finance brokers. A larger opportunity pool, with clear signals for your next conversation.

Finance Leads CRM
An anonymised Finance Leads CRM dashboard showing aggregate lead and engagement charts
Finance Leads workspace. Anonymised preview; current estimates are shown separately.
Monthly minimum
50+
Live Leads
minimum of 50 leads per month
Estimated pool
1,900+
30D+ Leads
estimated available enquiries
Estimated pool
24,000+
Email Engagement Data
estimated contacts • last 90 days

You receive a minimum of 50 Live Leads every month. The 30D+ figure estimates the available enquiry pool; Email Engagement Data estimates eligible contacts with activity in the last 90 days. These are not monthly delivery totals or contractual guarantees and fluctuate with demand and suppression checks.

Leads sourced through our multi-channel B2B marketing engine

Google Ads
Meta Ads
LinkedIn Ads
Microsoft/Bing Ads
TikTok Ads
YouTube Ads
X Ads
SEO
SEO for AI
Email marketing
SMS & MMS marketing
Telemarketing
Partner referrals
Affiliate marketing
Google Ads
Meta Ads
LinkedIn Ads
Microsoft/Bing Ads
TikTok Ads
YouTube Ads
X Ads
SEO
SEO for AI
Email marketing
SMS & MMS marketing
Telemarketing
Partner referrals
Affiliate marketing
Claire Mountfield
Page 1 · Top 3

Now on page 1 of Google and AI search, in the top 3

Finance Leads now appears on page one of Google and AI search results, including ChatGPT, Gemini and Perplexity, ranking in the top three. That is thanks to the great feedback from finance brokers across the UK and US.

Thank you for helping make us one of the fastest-growing suppliers of finance leads in the UK and US.

Claire Mountfield, Finance Leads

Read Claire's blog

Three opportunity routes

Use the right signal at the right time.

Each section supports a different stage of broker follow-up, from direct need to sustained, relevant nurture.

0 to 30 days
50+
minimum of 50 leads per month

Live Leads

Recent direct business-finance enquiries with a stated need and available contact details.

Start a relevant conversation while the finance need is active.

Established enquiries
1,900+
estimated available enquiries

30D+ Leads

A substantial pool of direct enquiries ready for a positive, well-timed fresh approach.

Build consistent phone, email and SMS nurture around genuine prior demand.

Active email interest
24,000+
estimated contacts • last 90 days

Email Engagement Data

Eligible business contacts opening and reading content about finance options.

Create focused email follow-up from recent engagement signals.

Latest direct and exclusive enquiries

Know where to focus first.

Live Leads combines the latest enquiry flow with finance-interest and regional patterns, then keeps the underlying record ready for focused follow-up.

See the stated need

Finance interest, enquiry context and date help make the opening conversation specific.

Read the opportunity mix

Charts surface lead flow, finance interests, contact channels and email-reading patterns.

Finance Leads CRM
An anonymised Live Leads CRM view showing lead totals and aggregate charts without contact rows
Lead flow, finance interest and location patterns help frame the next action.
Finance Leads CRM
An anonymised Email Engagement Data view showing aggregate business email-reading charts
Eligible engagement is grouped into clear, campaign-ready signals.

Email engagement

Follow proven reading interest.

See who is actively reading about business finance, how recently they engaged and how often they return, then use that signal for relevant email follow-up.

Suppression protected

Known opt-outs, complaints, blocked records and existing leads are removed before publication.

Built for email follow-up

Recency and repeat-reading signals support better-timed, more relevant finance emails.

Broker workflow

From activity to a structured follow-up plan.

The CRM turns a large opportunity pool into four straightforward actions.

1

Receive

New enquiries and engagement signals enter one organised workspace.

2

Prioritise

Separate immediate need, established opportunity and active reading intent.

3

Follow up

Choose the most suitable channel and keep each conversation relevant.

4

Nurture

Use private notes and clear data to maintain a consistent broker relationship.

See the stated need

Finance interest, enquiry context and date help make the opening conversation specific.

Read the opportunity mix

Charts surface lead flow, finance interests, contact channels and email-reading patterns.

Keep work private

Broker notes are private to the user and account administrator, supporting focused follow-up.

Move data into your workflow

Permitted records can be exported when your team needs structured campaign preparation.

See exactly what you get

Every contact, fully opened.

This is the real CRM record view. Click any enquiry to see everything you need for a confident first conversation.

  • Name, job title, company, mobile, email and website
  • What the client said, in their own words
  • Business overview with a website preview
  • GDPR and indicative credit scores
  • Accountant need, source and enquiry date
  • Original email reply and your private notes

Sample records use fictional business owners. Subscribers see real enquiry details in full.

Live Leads record
Expanded Live Leads record in the Finance Leads broker CRM
30D+ Leads record
Expanded 30D+ Leads record in the Finance Leads broker CRM

Pricing

Our Beta subsidised pricing has now closed.

Join the waiting list for our next intake of brokers to Finance Leads. Pricing for the next intake will be shared with waiting-list members.

Beta subsidised pricing closed

Places in our next intake round are limited. Join the waiting list to be considered for the next cohort of brokers.

Join the waiting list

Clear answers

What brokers need to know.

A concise view of the data, workflow, safeguards and subscription.

Bring your next finance conversation into focus.

Join the broker waiting list for a CRM-led supply of direct enquiries, established opportunities and verified engagement signals.