Case study · Custom build · Growth Partner

uCare

A CRM on day one. Within weeks, a financial-advisory team's whole operating system — and it's still growing every week.

Custom-built by HeyAda Launched 1 Oct 2026 100% of the team on it · 200+ updates

The brief

Advisory teams run on activity — calls made, meetings held, cases closed. But most CRMs are built for the manager's report, not the adviser's day, so advisers stop updating them and managers end up guessing.

They wanted the opposite: a system an adviser would open every morning because it helps them, that also gives managers a true, live picture — without anyone chasing spreadsheets.

How it grew

It started as a CRM. It didn't stay one.

Every step came from how the team actually works — some decided by the directors, some voted for by the team.

Day 1

A CRM

Contacts, activity logging, and a weekly target "race" advisers open every morning.

Then

Relationship memory

Every client, every conversation and follow-up in one place — so nothing goes cold.

Then

Appointments & scheduling

Book a manager's time, and set joint manager–adviser appointments, without the back-and-forth.

Then

Leaderboard & oversight

A live team picture for managers — real activity across the unit, no reports to compile.

Then

An AI assistant, inside the system

Built in, so help sits right where the work happens.

Then

Meetings → actionable points

Conversations are transcribed and turned into clear next steps — useful for the client, and for internal training.

Then

Articles & news to share

Content the team can send to clients, straight from the system.

Now

Still going

Moving toward a company handbook and a lead-management layer — the system keeps growing with the business.

The real point

Not a build. A team that ships with you.

When the team asked for something useful, it was often live by the next day. That's not a vendor you brief and wait on — it's closer to having a senior product team who already understands your business, building with you every week.

200+improvements since launch on 1 Oct

100%of the team using it, every day

~1 daytypical turnaround on a good idea

This is what Growth Partner looks like for a product: build it, run it, and keep improving it — as one team.

What it does now

A system advisers actually open

The weekly race

Targets that feel like a game, not a form

Each adviser's week is a visual race toward their FYP, cases and appointments. It gives something back the moment they use it.

Live progress on FYP, cases and appointments
This week's benchmark vs where you are
One tap to log, desktop or phone

Relationship memory

Every client, every conversation

Contacts remember what was said, what's next and when to follow up — so nothing quietly slips.

Full history per client
Follow-up prompts so no one goes cold
Fast search across the whole book

Leaderboard & oversight

Healthy competition, a true picture for managers

A live leaderboard keeps the team pushing; managers see real activity across the unit — no reports to compile, no guessing who needs a nudge.

Unit and district leaderboards
Manager view of the whole team
Updates the moment it happens

Appointments

The week, planned in one view

A clean calendar ties appointments to the people and targets behind them — so planning the week and working the week are the same screen.

Month and day views
Appointments linked to contacts
Works just as well on a phone

Built mobile-first — advisers log activity between meetings, on their phone.

Want a system that grows with your business?

If an off-the-shelf tool is quietly being ignored, a system shaped to your team — and improved every week — usually isn't.

See how Growth Partner works →