Sales Management

CRM Pipeline

Complete lead management with an 11-stage pipeline. Track every prospect from first contact through consultation, application, and policy placement.

11-Stage Pipeline

1

New Lead

2

Contacted

3

Qualified

4

Consultation Scheduled

5

Consultation Complete

6

Application Sent

7

Application Received

8

Underwriting

9

Policy Issued

10

Policy Delivered

11

Client Onboarding

CRM Features

Kanban Board

Drag-and-drop leads between pipeline stages.

Lead Capture

Automatic lead import from all your channels.

Appointments

Consolto-integrated scheduling and video calls.

Policy Tracking

Manage policies with carrier info and premiums.

Email/SMS

Automated follow-up sequences and reminders.

Analytics

Pipeline metrics and conversion tracking.

Supported Lead Sources

Facebook and Instagram ads
TikTok and YouTube campaigns
Google search and display
Meetn webinar registrations
Referral and partner networks
Website forms and chatbots

Ready to Manage Your Pipeline?

Take control of your sales process with our powerful CRM.