Dashboard

Welcome to your CRM

0
Total Clients

0

12% this month
New Leads

0

8% this week
Total Calls

0

No change
Active Policies

0

5 this month

Recent Calls

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Recent Leads

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Client Contact Insurance Type Status Created Actions
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Date & Time Caller Tracking Number Duration Status Recording
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Analytics Dashboard

Total Leads

0

+0%

Active Policies

0

+0%

Conversion Rate

0%

Lead to Policy

Total Calls

0

From CallRail

Clients Over Time

Lead Sources

Insurance Types

Lead Status Funnel

Top Campaigns

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CRM Settings

CallRail Integration

Account ID: ACC8e7d08193d5649d39871f856c1b09cb6

Status: Connected

Email Notifications

Resend API: Active

Notifications sent to: info@coverains.com, jonathan@coverains.com

Account Security