Turn every client into a lifelong referral.
Advertly sends personal emails, texts, social posts and real handwritten cards — automatically, in your voice — so you stay top of mind without spending your evenings on marketing.
Works with the tools you already use
Watch Ava write a message right now
Other platforms make you book a demo just to see the product. Pick an occasion and tone — our AI drafts a personal note in seconds.
Every touchpoint. One platform.
Stop juggling five tools. Advertly brings every channel your clients care about into a single, beautifully simple workspace.
Ava — your AI marketing assistant
Ava learns your writing style from past emails, then drafts newsletters, social posts and personal notes that sound like you. You approve, she sends.
- Write my monthly newsletter✓ 8s
- 3 LinkedIn posts on rates✓ 5s
- Follow-ups for no-replies✓ 3s
Smart email
Drag-and-drop newsletters, auto-personalized per contact, sent at each person's best open time.
Real handwritten cards
Robot-penned cards with real ink and stamps. Trigger on birthdays, closings or milestones.
Two-way texting
Compliant business SMS with a shared inbox, templates and scheduled messages.
Social autopilot
A full month of on-brand posts for LinkedIn, Facebook and Instagram — scheduled in one click.
Websites & landing pages
Launch a fast, SEO-ready site or lead page in minutes. No designer required.
Reviews & surveys
Ask happy clients for Google reviews automatically and catch unhappy ones before they leave.
Meeting booking
Built-in scheduling links that sync to your calendar and drop meetings straight into your CRM.
Relationship analytics
See who's engaged, who's slipping away, and which touchpoints actually drive referrals.
Up and running before lunch
No 6-week onboarding. No complicated setup. Just three steps.
Import your contacts
Connect your CRM or upload a spreadsheet. We clean duplicates and fill in missing birthdays and anniversaries.
Pick your playbooks
Choose from 150+ proven, industry-specific touchpoint plans — or let Ava build one from your goals.
Watch referrals grow
Advertly runs everything in the background. You get a weekly digest of who to call and what's working.
Made for people whose business runs on trust
Grow AUM through referrals, not cold calls
Compliance-friendly content and touchpoints that keep clients confident through every market cycle.
- Pre-approved market commentary every week
- Birthday, RMD and life-event reminders
- Archiving & compliance review built in
- Syncs with Wealthbox, Redtail & Salesforce
more referrals on average in year one
What is staying in touch worth to you?
Move the sliders. Most customers pay for a full year of Advertly with their first extra referral.
Estimate only. Based on your inputs; actual results vary.
Honest prices. No sales call required.
What you see is what you pay. No setup fees, no long contracts, cancel anytime.
Starter
For solo pros who want to stay in touch without the effort.
- Up to 1,000 contacts
- Email newsletters & automations
- Ava AI — 100 drafts/mo
- Social post scheduling
- Birthday & anniversary triggers
Growth
Everything you need to turn relationships into referrals.
- Up to 5,000 contacts
- Everything in Starter
- Unlimited Ava AI drafts
- Two-way texting (1,000 SMS/mo)
- 10 handwritten cards/mo included
- Website + reviews & surveys
- CRM integrations
Team
For firms and teams who need brand control and compliance.
- Unlimited contacts
- Everything in Growth
- Compliance review workflows
- Shared brand kit & templates
- Dedicated success manager
- SSO & audit logs
14-day free trial on every plan · No credit card needed · 30-day money-back guarantee
Why professionals switch to Advertly
| What you get | Advertly | Typical relationship-marketing tools | Generic email tools |
|---|---|---|---|
| Public, upfront pricing | ✓ | Demo call required | ✓ |
| Free trial, no credit card | ✓ 14 days | — | Limited |
| AI that writes in your voice | ✓ | Basic | Basic |
| Real handwritten cards | ✓ | ✓ | — |
| Two-way texting | ✓ | Add-on | — |
| Industry playbooks | 150+ | Some | — |
| Setup time | Same day | 2–6 weeks | Days |
| Monthly contracts | ✓ | Annual only | ✓ |
Real relationships. Real results.
“My clients actually reply to my newsletters now. Ava writes like I talk — two clients asked if I'd started writing a blog.”
“The handwritten closing-anniversary cards are magic. Past buyers call me just to say thanks — and then send me their friends.”
“I could see the price, start a trial and be live the same afternoon. No sales pitch, no six-week onboarding. Refreshing.”
Plays nicely with your stack
Two-way sync with 40+ CRMs and tools. Your data stays where it belongs.
Questions? We've got answers.
Do I need to talk to sales to get started?
No. Pick a plan, start your 14-day free trial and you're in. If you'd like a guided tour, you can book one anytime — but it's never required.
Will my messages really sound like me?
Yes. Ava studies a few of your past emails or posts to learn your tone, phrasing and sign-off. You review every draft before it goes out — or turn on auto-send once you trust it.
Are the handwritten cards actually handwritten?
They're written with a real pen by robotic handwriting machines using natural variations, then stamped and mailed. Recipients can't tell the difference.
Is Advertly compliant for financial and insurance professionals?
The Team plan includes compliance review workflows, content archiving and audit logs, with pre-approved content libraries for regulated industries.
Can I import my existing contacts?
Absolutely. Connect your CRM for two-way sync, or upload a CSV. We de-duplicate and enrich missing dates automatically.
What if it's not for me?
Cancel anytime from your settings — no phone call required. Annual plans include a 30-day money-back guarantee.
Your clients are waiting to hear from you.
Start your free 14-day trial today. Set up in minutes — first touchpoints go out tomorrow.
No credit card required · Cancel anytime