AgencyZoom

Search or list your leads by name, email, phone, or filters

See everything on a single lead

Create a new personal-lines lead

Create a new commercial lead

Change a lead's details

Move a lead to a different stage in your pipeline

Update where a lead stands

Turn a won lead into a sale

Delete a lead

See the notes logged on a lead

Add a note to a lead's timeline

List the follow-ups on a lead

List the quotes on a lead

Search or list your customers

See everything on a single customer

Create a new customer

Change a customer's details

Delete a customer

Add a note to a customer's timeline

List the follow-ups on a customer

List the policies on a customer

Record a new policy on a customer

Change a policy's details

Change whether a policy is active or cancelled

See a line of business you're quoting

Add a line of business to a customer

Change an opportunity's details

Delete an opportunity

Search or list your tasks

See a single task

Create a follow-up task

Change a task's details

Mark a task done

Bring a finished task back

Delete a task

Search or list your service tickets

Start a service request for a customer

Change a service ticket's details

Resolve and close a service ticket

List your sales or service pipelines

List your pipelines with every stage

Get your carriers, lead sources, product lines, agents, tags and more