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CRMDAY One

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United States HQFounded 2019

Deployment

Web-based

Best for

1–10 employees11–50 employees51–100 employees

Overview

About CRMDAY One

CRMDAY One is a cloud-based CRM and omnichannel platform for independent insurance agents and agencies in the United States, especially teams serving ACA, health and life insurance clients.

Manage contacts, households, policies, deals, tasks and client history in one workspace. Import HealthSherpa exports with change previews and conflict review. Compare ACA plans using Healthcare.gov data and save comparisons to client records.

The platform includes sales pipelines, Open Enrollment tracking, workflow automation, Aria AI, campaign and social media management, analytics, and agency network and commission management. A unified inbox connects customer conversations across supported channels. Messaging and voice services are contracted separately.

CRMDAY One costs $69 per user per month. A free trial is available without a credit card. Support is available in English, Spanish and Portuguese.

At a glance

Software information

Industries served, licensing and the support CRMDAY One provides.

Industries

  • Insurance

Licensing

  • Proprietary
  • Monthly Payment
  • Free trial

Support

  • Email
  • Phone
  • Live Chat
  • Support daysMondayTuesdayWednesdayThursdayFridaySupport time09:00 to 18:00 (EST)

Training

  • Documentation
  • Webinar
Languages (3)
EnglishSpanishPortuguese
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Capabilities

CRMDAY One features

The full feature set, grouped by module.

Insurance Agency

  • Commission Management
  • Contact Management
  • Customer Management
  • Document Management
  • Life & Health
  • Policy Management
  • Quote Management
  • AI Features

Plans

CRMDAY One pricing

Pricing Type
Per User
Free Version
No
Payment Frequency
Monthly Payment
Preferred Currency
USD ($)
Free Trial
available Days
$69 per user per month. All platform modules included. Messaging and voice channels are contracted separately. Free trial available with no credit card required. Volume pricing is available for larger teams.
Get Free TrialVendor pricing page
CRMDAY One$69 / month
  • Insurance CRM and policy management
  • Omnichannel inbox and workflow automation
  • Aria AI and marketing analytics

Works with

Integrations

CRMDAY One connects with the tools your team already uses.

HealthSherpaHealthcare.govChatGPT

Media

Screenshots & video

Policy management with status-based Kanban, product filters and follow-up alerts. Official product screenshot with demonstration data.