Visual SalesPipelines.
Track every deal from first contact to closed-won. Drag-and-drop pipeline management built for insurance agents.
See Every Deal.
Close More of Them.
A clear visual pipeline means you always know which leads need attention and exactly what to do next.
Drag & Drop
Move deals between stages with a single drag. Your pipeline updates in real time as you work it.
Stage Automation
Trigger automated emails, texts, or tasks the moment a deal enters any pipeline stage.
Revenue Tracking
See total projected revenue by stage and monitor your pipeline value in real time to hit your goals.
Unlimited pipelines,
zero limits on deals.
Unlimited Pipelines
Create as many pipelines as your business needs — by product line, lead source, or team. Get an at-a-glance view of every deal and move contacts forward with a single drag.
Replaces: Salesforce, Pipedrive, Weflow, HubSpot
- Unlimited Pipelines
- At-a-Glance View of All Deals
- Easily Drag and Drop Between Stages
- Unlimited Pipeline Automations
- Easy-Edit Contact Management
From First Contact
to Closed-Won.
Define Stages
Create custom pipeline stages that match your exact sales process — from new lead to bound policy.
Add Opportunities
Leads from forms, calls, and imports land automatically in the correct stage of your pipeline.
Move Through Pipeline
Drag deals forward as they progress and let automation handle follow-up at every stage.
Close & Report
Mark deals closed-won, track your conversion rate, and use reporting to refine your process month over month.
Never Lose Track
of a Deal Again.
The agents closing the most policies have crystal-clear pipelines. Build yours today inside CallBack CRM.