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Mobile App v1.0 – CRM & Lead Manager

Updated over a week ago

AgencyZoom’s mobile app brings your dashboard, leads, reports, tasks, and notifications to your phone, making it easy to manage your business on the go. Whether you're in the office or on the road, you can access all AgencyZoom’s lead management features and maximize your selling time.

Device Availability (2025):

iOS: Available for all devices

Android: Only available for older versions

Features at a Glance

  • Access your Dashboard anywhere.

  • Full Lead Manager / CRM experience.

  • Drag and drop leads between stages.

  • Keep track of Quotes and Opportunities.

  • Add leads and referrals in seconds.

  • Capture notes on your leads.

  • Create reminder tasks and follow-ups.

  • Automatically organize your pipeline with Smart-Cycle.

  • Get notifications for new leads and tasks due.

  • Email your leads directly from the app*

  • Click to call your leads*

  • Integrate with your Management System*

  • Integrate with Zapier*

  • *Not available for Allstate users.

Download the Mobile App

Increase your productivity and sales by downloading AgencyZoom’s mobile app today.

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