AgentBase.io

Finally, a CRM platform for Insurance Agents to manage both their recruitment and sales pipelines. Comes filled with a complete suite of recruitment and sales tools. Prospect, contact, and book sales appointments and recruitment interviews all in one hub. With AgentBase.io you can manage your entire business under one roof. Use our prebuilt automated recruiting and sales workflows, or get creative and build your own. 


AgentBase.io syncs to all your devices so you can manage your pipelines effectively and on the go. Track candidates and schedule interviews. Nurture your sales pipeline and book sales calls. Manage your email/text/social conversations with all your contacts. Use our powerful pre-built workflows or build your own! If you can dream it, AgentBase.io can build it.
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CAPTURE LEADS
• Build custom forms for leads or recruits to fill out.
• Import leads via API, upload, or one of many integrations like Zapier.
• Integrate with Facebook Leadform.
• Integrate your Instagram and Facebook account and turn engaged followers into leads.

GET ORGANIZED
• Manage your to-do list with Tasks—set due dates and reminders, so you never miss a deadline.
• Connect Outlook and Google Calendar to bring your schedule and your notes together.
• Use our internal calendar and Zoom integration to seamlessly schedule meetings with recruits, leads, and existing clients
• Build out custom pipelines to manage your sales and recruitments cycles, or use our own.

ACCESS ANYWHERE
• Your account syncs automatically across your computer, phone, or tablet.
• Start work on one device and continue on another without missing a beat.

Recent changes:
** What's New
* Documents & Contracts
* Support tipping for any type of payment instrument

** Improvements
* Hide unsupported message channels
* Send messages even if video thumbnail generation fails
* Seamlessly view conversations from notifications