Your Business. Your Clients. Your Growth. Simplified.
Tookway brings CRM, operational support, lead management, follow-ups, policy servicing and business productivity tools together in one platform built for Insurance & Financial Advisers.
Advisers Should Focus on Clients. Not Administrative Work.
Most advisory businesses run on scattered tools and manual tracking — until something important slips through.
Leads getting missed
Follow-ups becoming difficult to track
Client information scattered across WhatsApp and spreadsheets
Renewal reminders being missed
Policy servicing taking valuable time
Too much repetitive backend work
Difficulty managing growing client portfolios
Lack of structured business reporting
Everything You Need to Run a More Organized Advisory Business
Tookway combines a structured technology platform with trained operational support, built around how advisers actually work.
Lead Management
Capture, organize and track leads from enquiry to conversion.
Follow-Up Management
Never lose track of important client conversations and follow-ups.
Client Management
Maintain organized customer information and interaction history.
Policy & Renewal Support
Manage policy-related activities and renewal follow-ups efficiently.
Business Reports
Understand leads, conversions, activities and business performance.
Backend Support
Reduce repetitive operational work with trained support services.
Built Around the Daily Workflow of Advisers
Every feature maps to a real step in an adviser's day — from the first enquiry to a long-term client relationship.
Lead Creation
Add new enquiries quickly with structured lead details.
Lead Pipeline
Visualize leads by stage from enquiry to conversion.
Follow-Up Tracking
Schedule and monitor client follow-ups in one place.
Customer Management
Keep client details and history organized and accessible.
Policy Management
Track policy details and status for every client.
Renewal Tracking
Stay ahead of upcoming renewals with clear visibility.
Task Management
Assign and complete day-to-day operational tasks.
Document Management
Store client and policy documents in an organized way.
Activity History
Review a complete timeline of client interactions.
Business Reports
See leads, conversions and performance at a glance.
Team Management
Coordinate advisers and staff within one workspace.
Notifications & Reminders
Get timely alerts so nothing important is missed.
Cross-Sell Opportunities
Identify relevant opportunities within your existing base.
Loan Request Management
Track loan-related requests through to completion.
Credit Card Request Management
Organize and follow up on credit card requests.
Operational Support
Trained support to help manage repetitive backend work.
From Lead to Long-Term Client
Tookway is designed around the complete customer lifecycle, helping advisers build a structured and repeatable business process.
Choose the Plan That Fits Your Business
Start simple. Upgrade as your business grows.
For individual advisers starting to organize their business.
- Lead Management
- Client Management
- Follow-Up Tracking
- Basic Dashboard
- Basic Reports
- Task Management
- Email Support
For active advisers managing a growing client base.
- Everything in Starter
- Advanced Lead Management
- Advanced Reports
- Renewal Management
- Document Management
- Cross-Sell Management
- Advanced Dashboard
- Priority Support
For agencies and growing advisory teams.
- Everything in Professional
- Team Management
- Role-Based Access
- Team Reports
- Advanced Business Analytics
- Operational Support Options
- Priority Assistance
For larger advisory teams and customized operational requirements.
- Customized CRM
- Dedicated Support
- Custom Workflows
- Custom Reports
- Team Setup
- Business Process Support
Pricing shown is placeholder and editable. Final subscription pricing will be confirmed by the Tookway team.
Compare Plans in Detail
| Feature | Starter | Professional | Business | Enterprise |
|---|
Need More Than Software?
Advisers can optionally add operational support services alongside any subscription plan.
Lead Follow-Up
Support for managing and following up with leads.
CRM Operations
Regular CRM data updates and management.
Policy Servicing
Operational assistance for policy-related activities.
Renewal Support
Renewal tracking and customer follow-up assistance.
Claims Coordination
Backend coordination support.
Client Communication
Operational communication assistance.
Built for Every Stage of an Advisory Business
Individual Insurance Advisers
Manage your leads, clients and follow-ups professionally.
Financial Advisers
Organize your growing client relationships and business activities.
Advisory Teams
Create a structured workflow across your team.
Growing Agencies
Combine technology and operational support as you scale.
More Than a CRM
Technology
Organize your business through a structured digital platform.
Operations
Reduce repetitive administrative workload.
Growth
Create more time for client relationships and business development.
Scalability
Start small and expand as your business grows.
How It Works
Choose Your Plan
Select the subscription suitable for your business.
Set Up Your Workspace
Configure your business and workflow.
Manage Your Business
Manage leads, clients, follow-ups and activities.
Grow With Tookway
Upgrade your plan or add operational support as your business grows.
Built With Advisers in Mind
Tookway Finsoft is focused on solving the practical operational challenges faced by Insurance and Financial Advisers.
- Adviser-focused platform
- Structured workflows
- Transparent subscription model
- Scalable plans
- Technology + operational support
- Designed for growing businesses
Frequently Asked Questions
Ready to Organize Your Business for Growth?
Choose a plan that fits your business today and build a more structured workflow for tomorrow.