AgencyZoom
agencyzoom.comInsurance sales pipelines with timed communication and internal tasks
Insurance sales pipelines with timed communication and internal tasks
Sales cards with status-based automation and assigned recurring tasks
Sales execution dashboards linking team metrics with coaching work
Sales contact research and reusable lists with shared data credits
B2B CRM that gathers contact context from connected tools
Account-based sales prioritization with weighted engagement signals and predictive scoring
Self-hosted customer records with configurable lead and opportunity pipelines
Configurable sales workflows with shared spaces for collaborating teams
Sales CRM with reusable filtered views and linked opportunity records
Kasper Pyndt Rasmussen’s retail font catalog with full-featured evaluation files.
Per-site aliases with forwarding rules and optional PGP encryption
Instagram DM and comment automation with an AI agent that replies and captures leads.
Customer records and sales deals with project, owner and currency filters
Lead assignment rules that account for territory, capacity and availability
Shared customer records with stage-specific deal work
Lead-focused sales tracking with prospect lists and next actions
Field-sales canvassing with lead maps and territory visibility
Sales pipeline intelligence and deal collaboration across organizations
Visual B2B sales pipelines with guided selling and no-code automation
Website company identification with intent routing and sales outreach
Connect advertising attribution with sales data and existing reporting workflows.
Sales learning, content, and buyer rooms with annual user-based subscriptions