GetMore Systems

What GetMore Systems does

GetMore Systems is a Barendrecht, Netherlands-based software company that has built a cloud-based, all-in-one CRM platform purpose-built for independent financial advisors in the Dutch market. The platform unifies mortgage advisory (integrated with HDN), insurance management (integrated with ADN, Aplaza, and RISK), aftercare automation, and customer relationship management in a single environment, with native connectivity to Microsoft 365, PowerBI, Exact Online, and other industry tools. Founded by a practicing financial advisor (Mark) and operated by an 11+ person team, the company emphasizes origin-from-the-practice credibility and deep Dutch regulatory/workflow specialization as its primary differentiators against legacy incumbents. As of the source data, GetMore serves 350+ daily active users across independent advisory offices in the Netherlands.

The product has been extended with an AI feature layer — including real-time customer conversation analysis, autonomous AI agents (delivered in part via the Advey partnership), and automated aftercare workflows — with vendor claims of up to 40% time savings and 70% reduction in administrative tasks. The company also operates a separate educational sub-brand, Koploopers, which runs paid small-format masterclasses (max 15 participants, €275 excl. VAT) on benchmarking, leadership, and practical AI adoption for advisory firm owners, serving as both a thought-leadership channel and a top-of-funnel acquisition mechanism.

GetMore operates a modular subscription revenue model: the base CRM platform is priced at €195 per month (excl. VAT) for two users and core functionality, with additional billable modules for smart forms, automated aftercare, AI solutions, Hypact Advisor (mortgage software), and Advey (AI advisor). Go-to-market is purely direct, consultative inside sales driven by website demo booking, supported by the Koploopers content channel. The company is privately held, bootstrapped (no disclosed external funding rounds), and operates exclusively within the Netherlands.

Name

GetMore Systems

Legal name

GetMore Systems

Website

https://getmoresystems.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

GetMore Systems is a Netherlands-based vertical SaaS company offering a cloud-based, all-in-one CRM with mortgage, insurance, and AI modules purpose-built for independent Dutch financial advisory firms, priced via modular subscription starting at €195 per month.

Ownership category

akta.pro rank

Product category

Vertical CRM Software for Financial Advisory

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS) (FSAGAGAB)

Keywords

• Financial advisory CRM
• Mortgage advisory software
• Insurance management platform
• Advisor workflow automation
• AI conversation analysis

Headquarters

HQ city

Barendrecht

HQ country

Netherlands

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Base CRM Subscription: Complete CRM software starting at €195 per month, including two users, digital customer vault, built-in workflows for mortgages and insurance, email integration with Office 365, agenda and Teams integration, subscription management, two-factor authentication, digital invoicing, PowerBI integration, and multiple third-party integrations (HDN, ADN, Aplaza, RISK, KvK, Adviesbox, Findesk, Figlo, Finix, FastLane, Hypact Advisor)
2. Add-on Modules: Modular expansion options including smart forms, automated aftercare, and AI solutions. Customers only pay for solutions they use, allowing customization of the platform

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

GetMore Systems sells a modular, cloud-based all-in-one CRM platform for independent financial advisors in the Netherlands, integrating mortgage advisory, insurance management, aftercare automation, and AI-powered conversation analysis. The platform is sold primarily as a monthly subscription starting at €195 and connects natively with Dutch advisory tools such as HDN, ADN/Aplaza, RISK, Ockto, Hypact Advisor, Exact Online and Microsoft 365.

Product overview

GetMore Systems offers a modular, all-in-one cloud CRM platform designed specifically for independent financial advisors in the Netherlands. The core GetMore platform serves as the unified system, with integrated modules for mortgage advisory (Hypotheekadvies), insurance management (Verzekeringen), aftercare automation (Nazorg Automatisering), and AI-powered solutions (AI-oplossingen). Add-on modules include Advey (AI advisor) and Hypact Advisor (mortgage advisory software). The platform integrates with Microsoft 365, HDN, ADN/Aplaza, PowerBI, Exact Online, and various other advisory and accounting tools. Pricing starts at €195/month including CRM, digital customer vault, built-in workflows, email integration, and Teams/calendar integration.

Differentiator

Problem solved

Functional benefit

Brands

• Koploopers: A knowledge-sharing platform and masterclass initiative for financial advisors, focusing on benchmarking, process optimization, leadership, and practical AI implementation. The platform organizes masterclasses for advisory firm owners.

Products and services

• GetMore CRM Platform All-in-one cloud-based CRM system for independent financial advisors in the Netherlands, integrating mortgage advisory, insurance management, aftercare automation, and AI solutions in a single platform with a complete customer view. Sold as a monthly subscription starting at €195.
• Hypotheekadvies (Mortgage Advisory) Fully integrated mortgage advice and intermediation module within GetMore, linking all customer data, documents, and calculations to provide a complete overview with minimal duplicate work. Targeted at independent financial advisors.
• Verzekeringen (Insurance Management) Manages all advisory trajectories, applications and damage files from a clear overview, instantly showing what is missing or needs action without switching between tools. Targeted at independent financial advisors handling insurance portfolios.
• Nazorg Automatisering (Aftercare Automation) Automated aftercare workflows around life events, expiration dates and periodic maintenance, reportedly reducing administrative tasks by 70% and strengthening customer retention. Sold as an add-on module to GetMore.
• AI-oplossingen (AI Solutions) Add-on AI module providing real-time analysis of customer conversations (distinguishing main from secondary issues, recognizing action points) and autonomous AI agents that work for the advisor. Marketed as providing up to 40% time savings.
• Koploopers Masterclass Educational masterclass program (sub-brand Koploopers) for office holders and policymakers covering financial metrics and benchmarking, process and leadership, and practical AI and software implementation. Priced at €275 excl. VAT per participant per session.

Quantifiable outcome

• Up to 40% time savings with latest AI features
• +2 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration19 records

AI capability5 records

Feature5 records

Partnerships

16 partnerships are on record, tiered core and standard.

• Microsoft 365coreTechnology or IntegrationLive integration with Microsoft 365 providing automatic linking of emails, calendars, and Teams within GetMore CRM. Provides advisors with complete customer view and seamless workflow across Microsoft ecosystem.
• HDN (Hypotheek Data Netwerk)coreTechnology or IntegrationCentralized platform for all status updates and documents in the mortgage process. Unlimited processing of mortgage applications directly within GetMore.
• ADN (Advies Doorgeef Netwerk)coreTechnology or IntegrationIntegration for prolongation and mutation messages and policy documents. Handles prolongation data and keeps policy information up-to-date automatically.
• AplazacoreTechnology or IntegrationInsurance processing integration for unlimited policy handling. Automated data exchange for insurance advisory workflows.
• RISKcoreTechnology or IntegrationComparison and easy insurance procurement through RISK integration. Data transfers completely and product information is delivered back.
• Exact OnlinestandardTechnology or IntegrationIntegration with online accounting package. Created invoices appear directly and correctly in Exact Online.
• PowerBIstandardTechnology or IntegrationInsight into commercial performance, customer data, and operational KPIs through interactive dashboards and management reports.
• FindeskstandardTechnology or IntegrationPrevents duplicate entry of customer data in Findesk mortgage advisory software.
• FiglostandardTechnology or IntegrationCustomer data from GetMore CRM directly available in Figlo calculation software.
• Hypact AdvisorcoreTechnology or IntegrationMortgage advisory software fully integrated within GetMore CRM. Saves directly on duplicate entry of customer data.
• OcktostandardTechnology or IntegrationAutomatically and securely retrieves customer data and source data for placement in advisory dossier.
• Kamer van Koophandel (KvK)standardTechnology or IntegrationBusiness registry data always available to create commercial relationships within GetMore.
• VoysstandardTechnology or IntegrationIntegration with Voys VOIP solution for telephony within the GetMore platform.
• MailchimpstandardTechnology or IntegrationData transfer from GetMore to Mailchimp marketing automation platform.
• RealworksstandardTechnology or IntegrationAppointment and relationship data directly available within GetMore from Realworks real estate software.
• AdveycoreTechnology or IntegrationSmart AI advisor within the advisory office, providing AI-powered assistance integrated into GetMore workflow.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Salesforce: Global CRM incumbent increasingly targeting financial services SMBs with vertical clouds and Einstein AI. Represents a broad-platform threat to GetMore's CRM layer if it expands into advisor workflows.
• Visma: Large European software group with accounting, ERP and CRM offerings used by Dutch SMBs including financial advisors. Represents a broader incumbent that could move deeper into the advisor vertical.
• HubSpot: Generalist CRM and marketing-automation platform popular with SMBs. While not advisor-specific, it competes for the CRM/automation budget within Dutch advisory offices.

Direct peers

• FastLane: Dutch financial software aimed at mortgage and insurance advisors. Comparable customer base and product scope, and listed as a GetMore integration, indicating direct overlap in workflows.
• Finix: Dutch financial advisory and back-office software for advisors and intermediaries. Serves the same SMB independent-advisor segment with comparable mortgage/insurance workflow capabilities.
• Figlo: Dutch financial planning and calculation software widely used by Dutch advisors for mortgage and financial planning. Directly comparable target customer (independent advisors), similar Dutch regulatory context, and partially overlapping workflows (Figlo is integrated into GetMore).
• Findesk: Mortgage advisory software for the Dutch market, integrated with HDN. Targets the same independent advisor buyer as GetMore with overlapping mortgage workflow functionality, making it a close substitute at the module level.
• Adviesbox: Dutch advisory software suite for financial advisors handling mortgages and insurance. Competes head-on with GetMore in the same vertical and geography, also featured as a GetMore integration partner.
• TICC: Dutch software provider focused on the financial advisory market, offering CRM, workflow and dossier tools for advisors. Competes in the same niche with similar functionality.

Regional players

• AFAS Software: Dutch ERP, HRM and finance software incumbent widely used by Dutch SMBs. Comparable geography and customer type, with overlapping back-office workflows (Exact Online is also a GetMore integration).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

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 GetMore Systems