The Complete Client Relationship Management Solution
Manage your entire sales pipeline from first contact to closed deal. Our CRM suite brings together lead management, email, appointments, conversations, a built-in soft phone, and complete audit trail in one powerful platform.
Try the CRM FreeScreenshot or video of CRM Suite
Visual Pipeline Management
Sarah Johnson
sarah.j@example.com
Unassigned
Michael Chen
m.chen@example.com
Unassigned
Emily Davis
emily.d@example.com
Unassigned
James Wilson
j.wilson@example.com
Unassigned
Lisa Anderson
lisa.a@example.com
Unassigned
Visual Pipeline Management - interactive demo
See your entire pipeline at a glance with intuitive drag-and-drop cards. Move leads between stages with a simple gesture.
Fully customizable data-dense tabular view for power users who need to see all lead details simultaneously.
Create separate pipelines for different products, lead sources, or team members with custom stages and colors.
Lead Operations
Add New Lead
Enter lead information to add them to your CRM.
Lead Operations - interactive demo
Capture leads quickly with our streamlined add-lead modal. Custom fields ensure you gather all the information you need.
Import hundreds of leads at once from spreadsheets with intelligent field mapping.
Activity timeline, custom fields, tags, tasks, marketing management, file management, and conversations panel — all in one view.
Built-In Soft Phone
Phone Ready
Calling from
Built-in Soft Phone - interactive demo
Place and receive calls directly from your browser with crystal-clear audio quality. No additional software required.
Intuitive dialpad interface with caller ID selection, call recording toggle, and local presence dialing.
Log call outcomes with customizable dispositions and notes. Complete call history with one-click redial.
Email Center & Conversations
Sarah Mitchell
Life Insurance Quote Request - Term 20
Robert Johnson
Annual Policy Review
Patricia Williams
1dMedicare Supplement Plan Comparison
Life Insurance Quote Request - Term 20
Sarah Mitchell <sarah.mitchell@email.com>
Hi, I am interested in getting a quote for a 20-year term policy around $500,000 to $750,000 in coverage.
Thanks for reaching out. I put together three carrier options and can review them tomorrow.
Email Center & Conversations - interactive demo
Bring your inbox directly into the CRM with real-time sync, thread view, and label management.
Every client conversation — email, SMS, and internal notes — in one three-panel layout with real-time messaging.
Complete activity logging for compliance and insights — stage transitions, closures, reactivations, and agent attribution.
Appointments & Booking
Appointments
Discovery Call
30 min · Video Call
Policy Review
45 min · Phone Call
Client Consultation
60 min · In Person
Create Booking Type
Appointments & Booking - interactive demo
Define appointment types for discovery calls, policy reviews, consultations, and more with custom branding.
Multiple question types — text, dropdown, radio, checkboxes — with required/optional controls.
Round-robin assignment, individual calendars, and intelligent booking distribution.
Practice real-world scenarios with AI, receive instant feedback, and become a closing machine.
Seamlessly sync with Google and Outlook Calendar, manage availability, and never miss an important meeting.
A thriving community of insurance professionals sharing insights, celebrating wins, and building relationships.
Try the full LIFEWiZE platform free for 14 days. Risk-free. Cancel anytime.
Start Your Free TrialActual platform features may look different.