GetWealthStack CRM

Every Lead Has Potential. Keep Track of Every Opportunity.

Stop losing track of leads, customers, and conversations. Organize your contacts, understand where people are in their journey, and build stronger customer relationships from one connected business platform.

  • Keep your contacts and customer information organized.
  • Use tags and custom fields to organize your audience.
  • Connect contact management with your funnels and email marketing.
  • Use automations to help follow up with leads more consistently.
Get Your Free CRM Account →

✓ Free Freemium account   ✓ No credit card required

Contact Overview
CONTACTS
JD
Jordan Davis
jordan@example.com
New Lead
AM
Alex Morgan
alex@example.com
Interested
SC
Sam Carter
sam@example.com
Customer
TL
Taylor Lee
taylor@example.com
Newsletter
One organized contact database for your business
Better Organization Keep important contact information easier to manage.

Illustrative CRM interface for demonstration purposes.

✓ Organized Contacts
✓ Tags & Custom Fields
✓ Connected Marketing
✓ Less Manual Work
The Problem

Your Contacts Shouldn't Be Scattered Across Your Business.

When your leads live in spreadsheets, your email platform, your website forms, and separate tools, it becomes harder to keep track of the people who matter most.

GetWealthStack helps bring contact management into the same environment you use to build funnels, collect leads, send emails, and market your offers.

Simplify My Contact Management →
✕
Leads get forgotten Without a clear system, promising contacts can slip through the cracks.
✕
Customer data is scattered Switching between different tools makes everyday tasks harder to manage.
✕
Follow-up becomes inconsistent Manual processes make it easier to miss opportunities to reconnect.
✕
Your software stack keeps growing More disconnected subscriptions can mean more complexity and administration.
Your CRM Toolkit

Everything Starts With Knowing Your Contacts.

Build a clearer picture of your audience and manage contact information as part of your everyday marketing workflow.

👥

Centralized Contact Management

Keep contact details in one organized place. Access the information you need to manage leads, customers, and subscribers without relying on disconnected spreadsheets.

🏷️

Tags & Contact Segmentation

Organize contacts using tags so you can distinguish different audiences, interests, and customer groups. Build more relevant marketing experiences around how you categorize your contacts.

📝

Custom Contact Fields

Store additional information that matters to your business. Use custom fields to maintain a more useful contact record beyond basic contact details.

📨

Connected Email Marketing

Connect your contact database with your email marketing activities. Organize your audience and communicate with contacts through the same business platform.

⚡

Automation-Ready Workflows

Use available automation rules to trigger relevant actions when contacts take qualifying actions, helping you reduce repetitive manual follow-up.

🎯

More Relevant Marketing

Use the contact information and segmentation you maintain to make your communication more relevant to different groups in your audience.

Start With Freemium

Get Your Contacts Organized Without Adding Another Tool.

Start with a free GetWealthStack account and explore how contact management fits into your marketing workflow.

Create My Free Account →

No credit card required to create your free Freemium account.

A Simpler Workflow

From New Lead to Organized Contact.

Build a more connected process for capturing, organizing, and communicating with the people interested in your business.

01

Capture New Leads

Use your funnels, landing pages, and forms to attract prospects and collect their contact information with appropriate consent.

02

Organize Your Contacts

Keep contact records organized. Use tags and custom fields where appropriate to distinguish audiences and maintain useful information about your contacts.

03

Follow Up More Consistently

Connect your contact management with email campaigns and available automations to support timely, relevant communication throughout the customer journey.

More Than Contact Storage

Your CRM Works Better When Your Marketing Is Connected.

GetWealthStack brings together essential online business tools powered by the Systeme.io platform, so your contact management can work alongside the marketing activities that grow your business.

🚀

Funnels & Landing Pages

Create landing pages and funnels that collect leads and help turn visitors into subscribers and potential customers.

✉️

Email Campaigns

Communicate with your audience using email campaigns and contact lists managed within your connected platform.

⚙️

Marketing Automations

Reduce repetitive work by connecting supported contact actions with automation rules and relevant follow-up activities.

🎓

Online Courses

Sell and deliver digital education while using your connected marketing tools to support your audience and business.

💬

Online Communities

Add community experiences to your digital business and connect them with your wider marketing ecosystem.

📈

A More Connected Business

Spend less time managing disconnected systems and more time improving your offers, customer experience, and marketing.

Why GetWealthStack?

Do You Really Need Another Separate CRM Tool?

If you already use several platforms to manage your marketing, simplifying your setup can make day-to-day work easier.

What Matters GetWealthStack Disconnected Tools
Contact management ✓ Built into the platform May require a separate tool
Lead capture ✓ Connected funnel tools May need integrations
Email marketing ✓ Available in the same ecosystem Often managed separately
Contact organization ✓ Tags and custom fields Depends on your CRM
Marketing automation ✓ Supported automation features May require additional setup
Software administration Potentially fewer separate systems More tools to maintain

Feature availability, usage limits, integrations, and pricing depend on your plan and the tools you currently use. Other CRM platforms may also offer advanced features not included in GetWealthStack.

Frequently Asked Questions

Get to Know GetWealthStack CRM.

A few things to know before you get started.

What is CRM in GetWealthStack?

CRM stands for Customer Relationship Management. GetWealthStack includes contact management capabilities that help you organize contact details, categorize your audience, and connect contacts with your marketing activities.

Can I organize my leads and customers?

Yes. You can manage contact records and use available features such as tags and custom fields to organize contacts according to the needs of your business.

Does the CRM connect with email marketing?

Contact management works alongside GetWealthStack's email marketing features. This helps you organize your audience and manage relevant communication within the same platform.

Can I automate follow-ups?

GetWealthStack includes marketing automation features that can help with supported follow-up workflows. The exact actions available depend on the automation rules and your plan.

Is GetWealthStack only a CRM?

No. GetWealthStack is a broader online business platform. Alongside contact management, it offers tools for funnels, email marketing, automations, online courses, communities, and other supported business activities.

Is the Freemium account free?

Yes. You can create a free Freemium account without a credit card. Some features, usage limits, and upgrades may depend on your selected plan.

Can I replace my existing CRM?

That depends on how you currently use your CRM. If you mainly need contact organization, tags, custom fields, and connected marketing workflows, GetWealthStack may be a suitable alternative. Compare your existing requirements and data migration needs before switching.

Simplify Your Stack

Spend Less Time Managing Tools.
More Time Growing Your Business.

Your contacts are an important business asset. Start organizing them with GetWealthStack and explore what a connected marketing platform can do for your business.

Get Started for Free →

Free Freemium account. No credit card required.