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Using the CRM/Lead Manager on the Mobile App
Using the CRM/Lead Manager on the Mobile App
Moe avatar
Written by Moe
Updated over a week ago

Mobile CRM for Insurance Agents

Insurance agents have been chained to a desktop too long. With AgencyZoom's mobile app you can maximize your selling time and break the chains.

Whether you're in the office or on the road, you'll have access to all of AgencyZoom's lead management features.

Features at a Glance

  • Drag and drop leads from one stage to the next

  • Keep track of Quotes and Opportunities

  • Add leads and referrals in seconds

  • Capture notes 

  • Create reminder task and follow ups so you don't forget anything

  • Automatically organize your pipeline with Smart-Cycle

  • Get notified when you receive a new lead 

  • Get notified when you have a task due on a lead

  • Email your leads directly from the app*

  • Click to call your leads*

  • Integrate with your Management System*

  • Integrate with Zapier*

*Not available to Allstate users

Download the Mobile App

Increase your sales, maximize your time, and crush your goals by downloading AgencyZoom's mobile app today.



You must be an active AgencyZoom user to use the mobile app.

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