CRM For Insurance Agents

Sell policies, enhance customer relationship & improve data management

Get discovered, find your clients and grow your business with all-in-one platform.


Happy Business Owners

"Salesboss has really been helping me automate my business from bookings to
reviews. They have helped me with questions I've had and even things I didn't know
I needed to be thinking about."

JJ from Heat pumps
Appointment Confirmations

Schedule your meetings with ease

Use Salesboss to schedule appointments directly from the CRM or your website without ever having to email back and forth. Your customers only need to select a time slot, and the system will do the rest.


Get more clients with
the power of reviews

Get more reviews for your business and stay one step ahead of your competitors. With more 5-star reviews, you'll attract more customers and close more sales.


Use Webchat to answer questions instantly

Increase your business's online reviews by responding to enquiries instantly. Get more customers by using webchat on your website that automatically sends text messages and replies.

Deliver customer experience
like never before

Get Started Now