Shortcut

Name

Shortcut

Legal name

Jeddak

Website

https://short-cut.ai

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Shortcut AI CRM is a French AI-powered CRM platform built specifically for Conseillers en Gestion de Patrimoine (CGP) wealth management advisors, offering 57 customizable shortcuts for commercial outreach, regulatory compliance, and analytics with native integrations to Microsoft 365, Google Workspace, and French financial tools.

Ownership category

akta.pro rank

Product category

Wealth Management CRM Software

NAICS

Software Publishers (51321)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Sales Force Automation (SFA) CRM (HDAEAFAA)

akta.pro secondary industries

Marketing Automation & Campaign Management CRM (HDAEAFAB), Customer Success & Account Management CRM (HDAEAFAD), Customer Engagement & Messaging (Email, SMS, Push, In-App) (BPAFAFAI)

Keywords

• Wealth management CRM
• AI customer relationship management
• Financial advisor software
• Regulatory compliance automation
• CGP CRM software

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. CRM Software Subscription: Shortcut operates as a SaaS CRM for CGP wealth management advisors, likely monetizing via recurring subscription. No public pricing is disclosed; the site features a 'Request Demo' CTA and a 'Connect' login page, suggesting a sales-led or demo-driven subscription model rather than self-serve public pricing.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Shortcut AI CRM is an AI-powered Customer Relationship Management (CRM) platform sold primarily to French CGP (Conseillers en Gestion de Patrimoine) independent wealth management advisors. The product packages 57 customizable shortcuts spanning commercial, regulatory, and subscription workflows, native email/calendar synchronization, regulatory document automation (RGPD, DER, KYC audit, investor risk profile), team collaboration features, and 16 customizable sales KPI dashboards. It is delivered as a SaaS subscription accessed via a web portal (crm.short-cut.ai), sold through a demo-driven sales motion with quote-based pricing.

Product overview

Shortcut AI CRM is a unified AI-powered CRM platform built specifically for French CGP (Conseillers en Gestion de Patrimoine) independent financial advisors. The core Shortcut AI CRM platform provides comprehensive customer relationship management with 57 customizable shortcuts organized across commercial, regulatory, and subscription categories. The platform is complemented by a Regulatory Compliance Module handling RGPD compliance, KYC audits, and investor documentation, plus a Statistics Dashboard providing 16 customizable performance indicators. Pre-configured for 17 different CGP process types, the platform integrates natively with Microsoft tools (Outlook, Teams, Excel), Google Calendar/Gmail, Yousign, Fundshop/Alpheys, and supports Zapier automation. Jointly developed and operated by Shortcut and parent company Jeddak.

Differentiator

Problem solved

Functional benefit

Products and services

• Shortcut AI CRM AI-powered CRM platform designed specifically for CGP (Conseillers en Gestion de Patrimoine) independent financial advisors in France. Features 57 customizable shortcuts for automating commercial, regulatory, and subscription processes, with built-in RGPD compliance management, native email/calendar/Excel integrations, role-based team collaboration, and 16 customizable sales KPI indicators. Sold via a demo-driven subscription model.

Quantifiable outcome

• Saves more than 15 hours per week per advisor
• +3 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability2 records

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• JeddakcoreStrategic or Co-development PartnerShortcut and Jeddak co-present Shortcut as 'le 1er CRM basé sur l'IA, 100% clé-en-main pour les CGP' (the first AI-based CRM, 100% turnkey for CGPs). Jeddak appears as the co-developer and parent company of Shortcut AI CRM. Jeddak's expertise is combined with Shortcut's CGP-focused product to deliver a specialized CRM solution.
• MicrosoftcoreTechnology or IntegrationShortcut integrates with Microsoft 365 ecosystem including Outlook, Excel, Teams, and Exchange Server. Microsoft product logos are prominently displayed in the integrations section of the website, indicating a deep product-level technical integration with Microsoft's suite of tools used by CGP advisors.
• Google (Gmail, Calendar)coreTechnology or IntegrationShortcut integrates with Google Workspace including Gmail and Google Calendar, enabling email and calendar synchronization for CGP advisors who use Google's tools alongside or instead of Microsoft Outlook.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Sellsy: French CRM and sales automation suite targeting SMBs and mid-market in France. Comparable as a France-headquartered, French-language CRM competing for the same advisor and services-firm wallet, though broader in scope (sales, marketing, invoicing) than Shortcut's CGP-specific focus.
• Axonaut: French SMB CRM and business management platform. Competes for the same French SMB/professional-services customer base with a similar demo-driven, French-language sales motion, though positioned as a generalist CRM rather than CGP-vertical specialist.
• Pipedrive: Sales-focused CRM with established French-market adoption among SMBs and advisors. Competes on pipeline/lead management and appointment scheduling — the same SFA workflows Shortcut automates — though without CGP-specific regulatory shortcuts.
• Zoho CRM: Broad SaaS CRM with competitive pricing and a wide integration library. Comparable as a generalist CRM alternative for cost-conscious French advisors, though lacking CGP-specific regulatory and process templates.

Broad incumbents

• HubSpot: Global CRM, sales, and marketing platform with strong French-market presence and pre-built workflow templates. Comparable as a CRM alternative that French advisors could adopt instead of Shortcut, and pressures Shortcut on automation, integrations, and inbound marketing.
• Salesforce Financial Services Cloud: Vertical CRM built for wealth and asset management within Salesforce's broader platform. The most direct incumbent threat to Shortcut's CGP value proposition at larger advisory firms, with vastly greater scale, AI investments, and compliance tooling.
• Microsoft Dynamics 365 Sales: Enterprise CRM natively integrated with Microsoft 365 (Outlook, Teams, Excel) — the same ecosystem Shortcut integrates with. Highly relevant because French advisory firms heavily use Microsoft, and Dynamics offers a 'no new tool to learn' alternative.

Emerging players

• Wealthbox: US-focused CRM built specifically for financial advisors, with workflows for compliance, contact management, and client onboarding. Conceptually the closest direct vertical analog to Shortcut, even though its geographic focus (US) and regulatory perimeter differ from France's CGP regime.
• Redtail Technology: CRM and workflow tool for US financial advisors with features for KYC, document management, and client communication. Comparable as a vertical wealth-advisory CRM showcasing the same playbook Shortcut is executing in France, but at a much larger US customer base.

Others

• Harvest (Harvest SAS / time-tracker): Named as a Shortcut integration partner; broadly adjacent productivity software frequently used by professional services and advisory firms. Included as an ecosystem/comparable-tools reference rather than a direct CRM competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/shortcut-ai-crm

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Shortcut