All-in-One CRM to Manage Leads, Marketing, Automate Workflows and Grow Your Business
EZ Agent CRM, Best Price CRM built on GoHighLevel, streamlines client management, automation, and lead tracking for insurance, finance, and small businesses, boosting efficiency, sales, and customer engagement with an all-in-one, scalable solution.
Everything You Need to Run Your Business in any Industry
Lead Management
Capture, track, and manage your Leads with Ease
Automated Workflows
Automate Follow-ups and Lead nurturing to never miss a Deal.
Marketing Tools
Create text & Email campaigns, receive leads and Various Marketing
Verticals.
Appointment Scheduling
Integrate your calendar to Streamline appointments and close Deals faster.
Pricing Plan
We give a Simplified one price for all your verticals in one place
Professional
$64.77 per month
The Complete System, Perfect For Single Agents and Business Owners
FULL CRM
Plug & Play
System
Choose Your Specific Business
Simple Step-by-Step
Onboarding
All Verticals On One CRM Dashboard
Free Set Up & Training
24/7 Live Support
Insurance
$64.77 per month
The Full System, Perfect For A Single Agent and Business Owners
FULL CRM
Plug & Play
System
Choose Your Specific Business
Simple Step-by-Step
Onboarding
All Verticals On One CRM Dashboard:
Health Insurance
ACA Insurance
Life Insurance
Medicare
Group Insurance
Final Expense
IUL
Annuity
Final Expense
Free Set Up & Training
24/7 Live Support
Simplified CRM for Maximum Efficiency
EZ Agent CRM, We Are Your Partner for Growth
Simplified Dashboard
No more confusion. Our easy-to-use dashboard helps you manage client relationships seamlessly. Add data or access crucial info with ease, so you can focus on your business.
Reporting & Analysis
Get the insights you deserve. EZ Agent CRM offers clear, in-depth reports to help you track performance, analyze client data, and make informed decisions effortlessly.
Get Started Today – Simplify Your Workflow Effortlessly!
The Full System, Perfect For A Single Agent and Business Owners
With lead management, automation, and assistance for smooth business expansion, EZ Agent CRM streamlines financial, life, and small business operations.
Struggling with outdated systems to manage your leads and workflows? EZ Agent CRM is your all-in-one solution—built to simplify insurance, finance, or small business operations with powerful automation, seamless marketing, and effortless growth
About EZ Agent CRM
We Are Your Partner for Growth
EZ Agent CRM is a comprehensive platform designed to streamline business operations across various industries. Our system empowers professionals in insurance, finance, home services, and small businesses with tailored automation tools to manage clients, marketing, and workflows effortlessly. Whether you're a contractor, consultant, or service provider, our intuitive templates and smart features help you nurture leads, automate daily tasks, and scale efficiently. With an easy-to-use interface and powerful integrations, we simplify complex processes, allowing you to focus on growth. Our mission is to provide a seamless, all-in-one solution that drives productivity and success for businesses of all sizes.
What Others Say About Us
⭐⭐⭐⭐⭐
John M. – Insurance Broker
"EZ Agent CRM has completely transformed how I manage my leads and automate client follow-ups. The workflow automation saves me hours every week, allowing me to focus on closing deals rather than juggling tasks. Highly recommend!"
⭐⭐⭐⭐⭐
Sarah T. – Small Business Owner
"I used to struggle with marketing and customer management, but EZ Agent CRM made everything so simple. From email campaigns to appointment scheduling, it’s all in one place. My business has grown tremendously since I started using it!"
⭐⭐⭐⭐⭐
David R. – Home Services Contractor
"This CRM is a game-changer! The industry-specific templates made setup effortless, and the automation features ensure I never miss a lead. My business runs smoother than ever!"
Finished Projects
Book A Call With Us
Gain clarity and control with EZ Agent CRM! Track performance, manage client data, and streamline workflows effortlessly. Book a call today and discover how our all-in-one system can elevate your business!
About EZ Agent CRM
EZ Agent CRM simplifies Life Insurance, Financial or Small business with lead management, automation, and support for seamless business growth.
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