ClientCircle Sales tools help you capture opportunities, build pipelines and move every deal forward with less work on your part. It’s where you turn leads into clients—through customizable pipelines, automations and features that fit your agency’s sales process.
Build as many pipelines as you need for different lines of business.
Define your own stages and move opportunities through them with ease.
Automate tasks, reminders and communications as deals progress.
Choose from panel, card, table or calendar layouts to track your pipeline.
Keep your sales process consistent across your agency.
Create custom fields to track data important to your agency.
Whether you’re a small local agency or a large brokerage, ClientCircle gives you everything you need to build better relationships, provide seamless customer service and grow your insurance business.
As a Business Owner, you're always trying to find a balance between sales and marketing. Well, ClientCircle has been the answer to our marketing side, which in essence, drives sales... Just in the short amount of time I've been using ClientCircle, they have been a godsend! We appreciate them very much!
Tim Curts
TWFG Insurance Simi Valley
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