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DailyTrackly

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DailyTrackly is an insurance CRM with a built-in dialer, phone system, and two-way texting. Power Dial internet leads, text them back instantly, score every recorded call with AI, and work quotes, renewals, and commissions from one browser-based workspace. Lead vendors post straight into your pipeline, follow-up texts go out by stage with consent, quiet hours, and STOP handled, and Tracy, the AI agent, calls and answers your leads, then hands them to a licensed agent. Managers get team stats with close rate and speed to lead, goals, leaderboards, and sales tracking. Plans start at $19 per agent a month, with a 7-day free trial.

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