Home - EZ Agent CRM

Simplify Your Insurance, Finance or Small Business with EZ Agent CRM

All-in-One CRM to Manage Leads, Marketing, Automate Workflows and Grow Your Business

EZ Agent CRM, built on GoHighLevel, streamlines clients management, automation, and lead tracking for insurance, finance, and small businesses, boosting efficiency, sales, and customer engagement with an all-in-one, scalable solution.

What our CRM does

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.

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.

The only CRM you want for your Business

Pricing Plan

We give a Simplified one price for all your verticals in one place

Professional

$64.77

Save Up to 70%

The Full System, Perfect For A Single Agent and Business Owners

FULL CRM

Plug & Play System

Choose your specific business

All verticals on One CRM Dashboard

Free Setup and Training

24/7 Live Support

Get Started now

Insurance

$64.77

Save Up to 70%

The Full System, Perfect For A Single Agent and Business Owners

FULL CRM

Plug & Play System

Simple Step-by-Step Onboarding

Choose your specific business

All verticals on One CRM Dashboard

Health Insurance

ACA Insurance

Life Insurance

Medicare

Group Insurance

Final Expense

IUL

Annuity

Free Setup and Training

24/7 Live support

Get Started now

Finished Projects

2000

Projects Done

1000

Trusted Users

1000

Satified Clients

Get up and Running Fast

Pre Built Templates Ready to Go in the CRM

About EZ Agent CRM

EZ Agent CRM simplifies Life Insurance, Financial or Small business with lead management, automation, and support for seamless business growth.

Page links

Contacts

English