Built for producing agents
Speed-to-lead, follow-up automation, and a proposal builder that closes.
Lead CRM
Kanban pipeline with quiz answers, notes, tasks, and activity logs.
Follow-up engine
Auto-tasks: 5-min call, 5-min text, Day 1/3/7, no-show recovery.
Proposal builder
Generate 3-option proposals (Term/Whole/IUL) in seconds.