Automate your client communication, capture new leads and grow your business

All in one marketing software built for brokers, financial planners and accountants. w leads and grow your business with ease.

Flexible pricing options to suit your needs

Tailored pricing for your business needs

Marketing Essentials

Build your foundation with powerful tools that connect you with clients and attract new leads.

$127

/MONTHLY

  • CRM and lead management system

  • Email and SMS campaigns

  • Appointment booking and calendar sync

  • Social media planner and website builder

  • Pipelines and automation templates

Marketing Momentum

Take your marketing further with advanced tools and hands on guidance and support.

$297

/MONTHLY

  • Everything in Essentials +

  • Advanced workflows and automations

  • Social media scheduling across all platforms

  • Proposal and document creation with e-signatures

  • Dedicated onboarding and strategy support

Marketing Magic!

All-in-one marketing, learning and community solution with dedicated support.

$497

/MONTHLY

  • Everything in Momentum+

  • LMS and eCourse platform

  • Private communities and member portals

  • Certificates and progress tracking

  • Dedicated account manager (5 hours/month)

  • API Access

Find the perfect plan for your business

Explore transparent pricing options, feature breakdowns, and select the best value for your investment.

Essentials

  • All in one marketing CRM

  • Lead & deal pipelines

  • Digital phone number

  • 2-way text & email conversation 

  • Email marketing & campaigns

  • Calendar booking links

  • Social media planner

  • Dynamic QR Codes

  • Create automations & workflows

  • Forms and triggers

  • GMB Messaging 

  • GMB Call Tracking 

  • Facebook Messenger Integration

  • Surveys

  • Web chat widget

  • Proposal and document signing

  • Membership community

  • eCourse software & certificates

  • Api Access - Integrate with anything

  • Reporting (Google Ads, Facebook Ads & Calls)

Momentum

  • Full online booking, pipelines, social cal, website builder and more!

  • Phone number + SMS templates

  • Social media planner

  • Dynamic QR Codes

  • Create automations & workflows

  • 5 Users

  • Forms and triggers

  • GMB Messaging 

  • GMB Call Tracking 

  • Facebook Messenger Integration

  • Surveys

  • Proposal and document signing

  • Web chat widget

  • Membership community

  • eCourse software & certificates

  • Api Access - Integrate with anything

  • Reporting (Google Ads, Facebook Ads & Calls)

Magic!

  • Everything in essentials and momentum + more

  • Social media planner

  • Unlimited Contacts & Users

  • Web chat widget

  • Advanced API Access

  • Membership community

  • eCourse software & certificates

  • Advanced reporting (Google Ads, Facebook Ads & Calls)

Designed and tailored for financial professionals

Generate high quality leads effortlessly and boost your sales pipeline with our powerful lead generation solution. Built specifically for Australian brokers, planners, accountants, and real estate agents.

All Plans Include 

  • Concierge onboarding

  • Broker/ Accountant / Financial Planner pre configured snapshots 

  • Seamless Integration

  • Template library (emails, forms, workflows)

  • Regular feature updates

  • Access to YCM webinars and helpdesk and community

Frequently Asked Questions

Who is the Marketing Suite designed for?

Our platform is built specifically for brokers, financial planners, and accountants who want to streamline their marketing, automate client communication, and grow without needing multiple tools or complex tech setups.

What kind of support is included?

Every plan includes setup guidance. Higher tier plans also include up to five monthly support hours with your account manager.

Can I use the Marketing Suite if I’m not a YCM Partner?

Yes. You don’t need to be a YCM Partner to use the Marketing Suite. Anyone in the financial services industry including brokers, financial planners and accountants can subscribe directly. You’ll get access to the full CRM, automation and communication tools, without the done for you monthly campaigns and managed marketing add-ons.

Can I upgrade or downgrade my plan later?

Yes, you can change plans at any time. As your business grows, simply upgrade to unlock more features and support

How does billing work?

You can choose to pay monthly or yearly. Yearly subscriptions include extra savings and extended trial periods. All billing is handled securely, and you’ll receive automatic renewal reminders before your next payment.

What’s the difference between being a YCM Partner and a Marketing Suite user?

YCM Partners receive full access to our marketing campaigns, monthly competitions, custom email content and partner-only resources. Marketing Suite users get the same powerful software but manage their own campaigns and content. It’s ideal if you want control of your marketing.

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0488 833 362