CRM & Lead Pipeline
4 modules. Built for insurance — not generic sales teams.
4 CRM engine modules covering activity logging, lead intake, next best action, and pipeline stage management — connected to every other part of the platform.
All 4 AI Modules Explained
Every module is a specialized AI knowledge base — not a generic feature.
Lead Intake Module
Processes every inbound lead: deduplication by email and phone, source tagging, product and state detection, and routing to the correct agent.
Activity Logging Module
Records every touchpoint: calls, emails, SMS, appointments, chat sessions, AI coaching sessions, and document exchanges — with timestamp and agent attribution.
Next Best Action Module
AI-powered recommendations, with deterministic fallbacks, that suggest what to do next with each lead: follow up, send a specific email, book an appointment, or close the case.
Pipeline Stage Module
Manages lead progression through the pipeline: New → Contacted → Qualified → Quoted → Application → Issued / Lost. Tracks time-in-stage and conversion rates.
Everything CRM & Lead Pipeline Does
Every capability, documented.
Real Scenarios. Real Outcomes.
How insurance agents use CRM & Lead Pipeline in the field.
A lead submits your form twice — once from an ad and once from your microsite
Deduplication module detects the matching email and merges the records. The CRM shows one lead with two source touchpoints, not two separate entries.
You're managing 200 leads across three product lines and losing track of follow-up
Next Best Action module surfaces the top 5 contacts to prioritize today, with a specific recommended action for each one based on their pipeline stage and last activity.
An agent calls in sick and has 8 hot leads that need follow-up today
Pipeline stage view lets you or another agent pick up exactly where they left off — full activity log, last conversation notes, and next action recommended.
A client's policy comes up for renewal and you want to be first to reach out
Renewal automation flags the upcoming renewal, and the Growth Engine can trigger an outreach sequence so you reach the client early.
Pricing & Plan Access
CRM & Lead Pipeline is included on all plans starting at Starter ($39/mo). All 4 CRM modules are active on every tier. Higher tiers unlock deeper automation and team features.
Works Best With
CRM & Lead Pipeline is more powerful when connected to the rest of the platform.
Ready to activate CRM & Lead Pipeline?
The CRM that runs like your agency — not like a spreadsheet.