Every Person.
Every Next Step.
Always On Pace.
TheGonch is not a CRM. It's a behavioral activity tracking platform that gives advisors frictionless pipeline visibility and managers real-time coaching telemetry — in 60 seconds a day.
Sarah M.
$12,500 FYC
James K.
$8,200 FYC
Lisa P.
$24,000 FYC
Mike R.
$18,750 FYC
Anna W.
$31,200 FYC
David L.
$45,000 FYC
Not Another CRM
- Punitive data entry workflows
- 10-click spreadsheet interfaces
- Admin fatigue that kills motivation
- Fabricated metrics & dirty data
An Activity Tracking Platform
- 60-second daily behavioral check-ins
- Drag-and-drop pipeline visibility
- Gamified motivation that builds habits
- Pristine data managers can actually trust
Built from the frontline up
Not top-down executive reporting. TheGonch was designed around how advisors actually work, then surfaces the data managers need automatically.
Sarah M.
$12,500 FYC
James K.
$8,200 FYC
Lisa P.
$24,000 FYC
Mike R.
$18,750 FYC
Anna W.
$31,200 FYC
David L.
$45,000 FYC
Visual Kanban Pipeline
Effortless drag-and-drop opportunity management. Drag deals through stages from Initial Meeting all the way to Paid. Splits, commissions, and bonuses calculate automatically.
Smart Task Dashboard
Never miss a follow-up. Overdue tasks, today's priorities, and items needing attention — all surfaced automatically so every person always has a next step.
60-Second Daily Survey
Decouple data entry from the stress of cold calling. A fast end-of-day check-in captures dials, appointments, and effort — no spreadsheets, no admin fatigue.
Team FYC
$142,500
Quota Attainment
76%
Manager Command Center
Real-time team performance visibility. Custom chart builders, team roll-ups, conversion ratios — pristine data powering surgical coaching decisions.
How it works
From frontline activity to data-driven coaching in three steps.
Advisor Logs Activity
At the end of each day, advisors complete a 60-second behavioral survey. Dials, appointments, fact finds — captured honestly and effortlessly.
Data Flows Automatically
Pipeline updates, daily metrics, and production stats flow in real-time to the manager dashboard. No manual reporting. No fabricated numbers.
Manager Coaches with Precision
Unfalsified data reveals exactly where each advisor needs help. Dial-to-contact ratio low? Roleplay the script. Contact-to-set lagging? Refine the pitch.
0%
Quota attainment with coached teams
0s
Average daily data entry time
0%
Immediate ROI from advisor retention
0 hrs
Wasted on CRM administration
One platform. Multiple products.
TheGonch Platforms Inc. is building a complete ecosystem for the modern financial professional. Start with activity tracking — and grow with us.
TheGonch Activity Tracker
The flagship platform. Behavioral activity tracking, visual pipeline management, daily surveys, team analytics, and goal tracking — everything you need to run a high-performance advisory practice.
- Pipeline Kanban
- Daily Surveys
- Manager Analytics
- Goal Tracking
- Team Management
TheGonch Prospecting
Intelligent lead generation and outreach automation. Find the right prospects, automate initial touch points, and seamlessly feed qualified leads into your pipeline.
TheGonch Finance
Personal business finance tracker. Tax preparation, expense management, revenue prediction, and business stability analytics — all tied into your production data.
Simple, transparent pricing
Start free. Scale as your team grows.
Starter
For individual advisors getting started
- Pipeline management
- Daily activity survey
- Basic analytics
- Up to 50 contacts
Pro
For advisors and managers who mean business
- Everything in Starter
- Unlimited contacts & deals
- Manager dashboard & analytics
- Team goal tracking
- Custom chart builder
- Deal splits & commissions
- Priority support
Enterprise
For large organizations and MGA/IMO operations
- Everything in Pro
- Multi-team hierarchy
- SSO & advanced security
- API access
- Dedicated account manager
- Custom integrations
What should we build next?
We're building this platform with you. Tell us what features, integrations, or improvements would make the biggest difference for your team.
Ready to stop managing in the rearview mirror?
Join the teams already using TheGonch to build sustainable, high-velocity advisory practices.