Convert 3x More Leads Into Sales in 30 days without frustration.
LeadStream CRM helps you start, converse, and book more appointments on autopilot for your insurance business through SMS, Email, Live Chat, Phone Calls, and much more! Scroll down for more details.
Using LeadStream CRM You Can...
Speed
Double Your Speed To Lead
Stop missing out on conversations! Streamline all your communication in one place so that you can double your speed to lead and fill your pipeline!
Calendar
Instantly Fill Your Calendar
Say goodbye to missed sales opportunities! LeadStream CRM makes scheduling appointments feel magically easy so that you can close more deals!
Calls
Drive More Phone Calls
Automatically route calls and convert inbound leads to sales opportunities by connecting you directly with leads who want to talk right now!
Smart
Build SMART Nurture Campaigns
Get up to an 80% response rate from your leads and customers with LeadStream CRM SMART automation campaigns that interact across multiple channels!
Performance
Gain Key Insights Into Performance
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!
Save Time & Money
This system replaces $1,000+ a month worth of software...
LeadStream CRM can replace software & save you a ton of money, increasing your profits by up to 30% instantly!
Fully Automated AI-Powered Booking For Your Insurance Business
Generate appointments in your sleep.
See how easy it is to have your very own AI-powered bot book appointments for you without lifting a finger.
Create text conversations with the goal of placing booked appointments on your calendar WITHOUT any human interaction.
Leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.
Fully HIPAA Compliant Insurance CRM
Our Insurance CRM software is HIPAA compliant.
LeadStream CRM encrypts your data so you can keep yours and your clients information safe.
Industry Leading Features
7 Channel Automated Follow Up
Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, GMB and Website Chat to increase response rates to up to 80%.
Team
Management
Work as team members to see the system how they see it, track progress, set up campaigns, and more.
AI Appointment Booking
Use LeadStream CRM to book appointments for you so that you can focus on what matters the most, closing deals.
Lead Round
Robin
Automatically distribute leads between team members and track the progress on each lead.
Live Call
Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.
Reminders
Remind yourself to call leads, send documents, or any other sales-related tasks in your leads lifecycle.
Communication Center
All your communications in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and More!
Advanced
Reporting
Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!
Mobile App
Close prospects on-the-go with our mobile app, respond to leads, track statuses, complete reminders, and more.
Bonus Offer:
Designed to predictably capture strangers, nurture prospects, and convert customers into promoters!
2 Calendar Templates
Designed to to be easy to use and get prospects to book appointments & decrease no shows.
108 Email Customizable Templates
Customizable email template blueprints for you to customize to nurture leads automatically for two years!
8 Customizable Lead Forms
Use these lead forms to capture leads, book appointments, an encourage re-booking
2 Conversion Rate Optimized Funnels
Use these dynamic & customizable funnel templates as simple websites or as channel-specific landing pages (think Facebook business page website link so you can see where leads are coming from) to generate leads.
2 Sales Pipelines Templates
Customizable sales pipeline blueprints to manage leads for sales, reviews, and referrals to catapult your income.
46 Automated Workflow Templates
The heavy lifting has been done, use these customizable workflows to have everything you could need to capture new leads, persistently deliver value, guide them toward a sale, and then ascend them to become a 5-star review and avid referrer.
Seamless Integration With 2000+ Tools
Integrate LeadStream CRM With Tools You Already Love
With Our Custom Integration And Zapier!
Join Happy LeadStream CRM Customers!
Plans For Insurance Agents and Agencies Of All Sizes
Included with all plans
Unlimited Team Accounts
Unlimited Email & SMS Marketing Campaign Software
Unlimited Blog Software
2-Way Text & Email Conversation w/ Facebook Integration & GMB
Smart Push Notifications via Email, Text, Desktop & Mobile App
Membership, Community, Course Builder Software
Unlimited Contacts
Unlimited Sales & Marketing Funnel Software
Facebook, Google Ads, & Linkedin Ads Reporting & Integration
Power Phone Dialer & Automated Voicemail Software & Recording
AI Lead Responding
Social Media Planner Software
Unlimited Individual & Team Calendars
Unlimited Surveys & Trigger Link Event
Automated Missed Call Text Back Feature
24/7 live chat & video call support for technical assistance. Request a video call in live chat
CRM & Pipeline Management Software
Referral Tracking Software
Unlimited Web Chats
Unlimited Websites & Forms Builder
1 Phone Number For Tracking
Monthly Rollover Usage Credits
Create Smart Automation Campaigns (Email Text, Voicemails etc.)
Google Reputation Management & Integration
THE LOW PRICE IS ONLY FOR THE FIRST 100 PEOPLE THAT SIGN UP. SIGN UP NOW TO LOCK-IN THIS RATE.
For Experienced Agents
Agent Plan
CRM Ready To Go For Getting Leads & Obtaining Clients
Appointment Setter AI To Book Appointments FOR YOU
Retention Automations To Get Reviews & Cross-Sell To Increase Revenue
Lead Pipeline Ready to Go For Visually Keeping Track & Measuring ROI of YOUR LEADS!
Insurance Agency Website Templates Ready to Use & Rebrand as Yours!
For Experienced Agencies
Agency Plan
CRM Ready To Go For Getting Leads & Obtaining Clients
Appointment Setter AI To Book Appointments FOR YOU
CRM Ready To Go To Recruit Agents & Keep Track of Hierarchy, & Onboarding Processes!
Retention Automations To Get Reviews & Cross-Sell To Increase Revenue
Lead Pipeline Ready to Go For Visually Keeping Track & Measuring ROI of YOUR LEADS!
Agent Onboarding Pipeline Ready to Go For Visually Tracking Agent Onboarding Success Rate & Costs
Additional Usage
Text Messages: $0.0158 / segment (160 characters)
Reviews AI: 0.16/review response
Conversational AI: $0.04/ per message
Phone System Making Calls: $0.028/ min
Phone System Receiving Calls: $0.017/ min
Content AI: $0.18/ per 1,000 words or 0.12/ per image
Email Tracking & Messages: $0.0014/email
Email Verification: $0.005 / per email verification
Premium Workflow Actions: $0.02 / premium workflow action
Workflow AI: $0.06/ per workflow
Frequently Asked Questions
1. What Kind Of Support Do You Provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 live chat & video technical support in the CRM as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.