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More new clients and more from the ones you have. Every opportunity tracked from first conversation to won deal.
JAVLN Clients is where the business you're chasing lives, with new clients and more from existing ones side by side. Every client, lead and deal in one place, with the steps brokers already follow built in and every conversation kept as it happens. Use it on its own or with JAVLN Officetech so the client history you already hold sits behind every deal.
See every deal, who owns it and what happens next.
Move a deal with a drag, or switch to a list and export it for the pipeline meeting.
Deals that have gone quiet are flagged, so you follow up in time.
One box finds a record or answers a question.
JAVLN Clients has an AI assistant built in. Type a name and the client appears. Ask how an account is going and it answers from your own client book, with a link to the record.
Stages and checklists in the words brokers use.
New, Discovery, Quoting, Proposal, then won or lost. Each stage has an owner, a due date and a checklist. Compliance steps can be made mandatory. The rest is yours to shape.
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Pipeline value, forecast and win rate on the first screen.
The forecast is weighted by stage, so it's realistic from day one. See where deals stall. Filter by period or account manager and export any chart.
Your client book in your pocket with the JAVLN app.
Check the details before a meeting, add a prospect on the spot and dictate what was agreed on the way out. Tag a client and the note files itself.
Bring your spreadsheet across in minutes.
See which leads are new, which have gone quiet and which were disqualified. Set a date to come back to a lead that isn't ready yet.
A record your pipeline can be held to.
Calls, meetings, stage moves and files are logged as they happen and can't be changed later. When a regulator asks, the answer is already there.
The client history you already hold, behind every deal.
Sign in once for both. Existing clients come across with nothing to key in again. Win a prospect and their Officetech folder is created, ready for documents and notes.
Your pipeline and your client data stay yours.
Export clients, leads and opportunities whenever you like, and keep everything if your network changes.
Ask your pipeline a question from within the app, Microsoft Copilot
or Anthropic Claude.
Which opportunities close this month? Who haven't we spoken to this quarter?
Each assistant uses your own sign in and sees only what you can.
Preview JAVLN Clients at the NIBA Convention on the Gold Coast, 18 to 20 October.
JAVLN Clients is a CRM built for insurance brokers and financial advisers. It gives a brokerage one place to see every growth opportunity, from the first conversation to a won deal.
Existing JAVLN Officetech cloud customers in Australia and New Zealand. Places are released in stages from early 2027.
Yes. JAVLN Clients runs as a standalone CRM. General sale opens after the early access programme, and pricing for new customers will be confirmed before then.
No. It works on its own. Add JAVLN Officetech and your existing clients come across, and every new client gets their own folder when a deal is won.
No. If you run JAVLN Officetech, your existing clients are imported, ready to track opportunities against. Otherwise, clients and leads can be uploaded from a spreadsheet.
Prospects are created and edited in JAVLN Clients. If you run JAVLN Officetech, a prospect that becomes a client has their core details edited in JAVLN Officetech and shown read only in JAVLN Clients, so everyone works from one record.
JAVLN Clients connects to JAVLN Officetech first. Clients and leads can be uploaded and downloaded by spreadsheet. Connections to other broking systems are on the roadmap.
Every stage of a deal is time stamped in a read only audit trail, and documents attached to an opportunity are held as they were added.
There's AI search functionality built into JAVLN Clients, and you can also use ChatGPT, Microsoft Copilot and Anthropic Claude, with more to come. Ask a question that names a client and get the answer where you already work.
