Built for financial professionals, and designed with your industry in mind. Insurance, Real Estate, Recruiting, Photography, Videography, DJs, Consultants, and Freelancers. Automate your business. Maintain your lifelong relationships.
Start your 14-day free trial. No credit card required.
Whether you close deals, book gigs, or place candidates, your network is your business. We help you nurture every relationship.
Built by someone who spent 10+ years in the industry and got tired of losing contacts every time a CRM changed.
Three core tables: contacts, team, products. That's it. No hundreds of confusing modules, just what you actually need.
14-day trial, no credit card. Pro at $49/mo or Business at $149/mo. Compare that to Salesforce at $300+/user/month.
Your data stays where you put it. No surprise redesigns, no forced migrations, no losing contacts when your "free trial" ends.
Store all your prospects, clients, and team members. Never lose a lead again.
Life insurance, annuities, fund accounts, and more. One place for every record.
Visualize your downline and track production across your entire organization.
Never miss a follow-up or deadline. Built-in workflows for common processes.
Connect Google Calendar and Zoom. Schedule meetings right from the CRM.
Automated birthday wishes, check-ins, and follow-up reminders.
Send texts directly from contact pages. Bring your own provider.
Your logo, your colors, your domain. Clients never see our branding.
No per-user pricing that punishes growth. Pick the plan that fits your team. Start with a 14-day free trial.
For agents with staff
or $490/year (save $98)
For offices & agencies
or $1,490/year (save $298)
Built by an insurance professional who got tired of losing contacts. Simple, affordable, and stable.