Manage Leads& Customers.
Centralize all your contacts, track interactions, and never let a lead slip through the cracks. Built specifically for insurance professionals.
Everything you need to
manage relationships.
Contact Management
Store every lead, client, and prospect in one organized database. Filter, search, and segment with ease.
Interaction History
Every call, email, text, and note logged automatically. Know exactly where every relationship stands at a glance.
Smart Tags
Tag and categorize contacts by product interest, lead source, or custom criteria for laser-focused outreach.
A complete CRM built
for insurance professionals.
Complete CRM
Everything you need to manage your entire book of business in one place. Unlimited contacts, a centralized communications hub, and a clear view of customer revenue — built from the ground up for insurance agents.
Replaces: Zoho, SalesForce, HubSpot, Agile
- Unlimited Contacts
- Centralized Communications Hub
- Detailed Activity Tracking
- Custom Field Grouping
- Easy One-Click Pipeline Management
- Customer Revenue at a Glance
One Timeline Per Contact
Open a client and see the entire relationship in one place — every call, text and email thread, the pages they visited and when, and the appointments they booked. No tab-hopping to piece together where a prospect stands before you pick up the phone.
- Full Conversation Thread Per Contact
- Page-Visit Tracking With Timestamps
- Book Appointments Without Leaving the Record
- Custom Contact Fields & Lead Sources
- Opportunities Created Inline
Up and running
in minutes.
Import Contacts
Bring in your existing contacts from spreadsheets, other CRMs, or directly from lead sources.
Organize & Tag
Segment your contacts with tags, custom fields, and smart lists to stay organized.
Track Interactions
Every call, email, and message is automatically logged against each contact record.
Convert & Retain
Use pipeline stages and reminders to move leads to clients and keep clients for life.
Ready to take control of
every client relationship?
Join thousands of insurance professionals who use CallBack to manage their book of business.