Every agency works differently. With ClientCircle’s customizable interface, your CRM finally works your way. Choose what you see, how you see it and how your team uses it—so your workflows, data and priorities always stay front and center.
Your CRM should fit your agency—not the other way around.
Create and share views that help your team stay efficient and informed.
Switch between table, card or calendar views
Add or remove columns and data fields to match your workflow
Save filters for quick access to your most-used data
Define labels to fit your team’s language and processes
Leave notes, track activities and keep your team on the same page
They have everything we want in an insurance platform. We can reach our customers in an instant if needed, or put together campaigns with ease. They are a great asset to our company.
Shane Badon
Sumser Insurance Professionals
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