CRMDAY One Reviews & Product Details

CRMDAY One is an AI-powered CRM and omnichannel platform for insurance agents and agencies in the United States, especially teams serving ACA, health and life insurance clients. The cloud-based workspace connects contact and policy management, client and household records, sales pipelines, tasks, conversations, campaigns and reporting. Teams can import HealthSherpa exports, preview changes and review conflicts while keeping clients, policies and households connected. Built-in ACA quoting uses Healthcare.gov data to compare plans and save comparisons to client records. CRMDAY One also provides workflow automation, Aria AI, a unified omnichannel inbox, social media management, Open Enrollment tracking, and agency network and commission management. Communication channels and available capabilities depend on configuration; messaging and voice services are contracted separately. Pricing is $69 per user per month. A free trial is available without a credit card.