CRM
The CRM is included, not upsold.
Every account gets My Leads at no charge. Leads land in it automatically the moment they are delivered, and the same dashboard holds your calls and your balance.
With every account
Free
What is in it
Enough CRM to actually work leads.
It is not a demo tier meant to push you onto a paid plan. It is where you work every lead and call you buy from us.
Every lead in one place
Real-time and aged leads you buy land here automatically, alongside leads you add yourself.
Stages that match the work
New, contacted, working, appointment set, sold, lost — or flag a bad lead with a reason.
Follow-up dates
Set when to call back next, so a warm lead doesn't go cold in a list.
Your calls alongside
Inbound call history with dispositions and premium written, and callbacks to customers who called you.
Your balance and orders
Prepaid balance, real-time order progress and monthly statements in the same dashboard.
Yours to keep
Leads you buy never expire and are never taken back.
Open an account. The CRM comes with it.
Fund a balance, buy leads or go live for calls, and work everything from one dashboard. No contract and no monthly fee.