SSmartBDM

Close more policies. Keep more at renewal.

Every lead answered in seconds, every renewal chased, every meeting captured by voice. The AI-first CRM is free for your whole agency.

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Free for your whole team · unlimited users · no card

The outcomes that move an agency.

More policies closed. More of them kept.

01

Keep more policies on the books at renewal.

Every client due for renewal is reached on WhatsApp and by AI call, in their own language, before the date. Smart Outreach, on credits.

02

Close more of the leads you already pay for.

Replied to in seconds, at any hour, then followed up through the whole decision. Smart Inbound and Auto Follow-ups.

03

Turn last year's leads into this year's policies.

The not-now enquiries and the one-cover clients get worked again, by AI call and WhatsApp. Smart Outreach, on credits.

04

Every client meeting captured, in the language you spoke it.

A ten-second voice note after the meeting becomes the record, the stage and the next follow-up. Free.

05

See who's actually working the book.

Each agent's follow-ups and activity, with padded notes flagged. Reviews run on numbers. Free.

Your whole team on it, free. No card.

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Works every lead. Misses no renewal.

The AI that works your leads. Free. AI that answers and calls, on credits, when you want it.

Daily Plan

Every morning, who to call today — fresh leads and renewals. Free.

Auto Follow-ups

Chases every “call me later” through the consideration window. Free.

WhatsApp AI Agent

Replies to every lead in seconds and asks your questions. Smart Inbound, on credits.

AI Voice Agent

Calls new leads, wakes cold ones, reminds clients at renewal. Smart Outreach, on credits.

It fits your book.

Every lead in one place

Forms, WhatsApp, referrals, walk-ins and your own book — ad leads too, once the platform passes them across.

Every policy and renewal, straight

Many products, many insurers, renewals every week, one record each.

Your whole agency on it

Agents, tele-callers, back office. Unlimited users. Free.

Your clients' language

Every Indian language — on calls, WhatsApp and voice notes.

The whole AI-first CRM. Free.

Your whole agency on it, at ₹0. AI that answers and calls, on credits, when you want it.

Pipelines, your way.

Custom stages and fields. Every note, call and chat on one timeline. Free.

One shared inbox.

Two-way WhatsApp on the lead, for the whole team. Free.

Every AI agent that helps your rep.

Scores, plans, follows up, keeps every lead current. Free.

Who to call today.

An AI score on every lead and a ranked daily plan. Free.

Click to Call.

One tap rings your rep, then the lead, through your own IVR. Free.

WhatsApp re-engagement.

Wake dormant leads in compliant batches, your number protected. Free.

Numbers you can click into.

Overview, outcomes, team — and the leads behind every number. Free.

Sheets.

Spreadsheets beside your leads, linked to real records. Free.

iOS and Android.

The whole AI-first CRM on every rep's phone. Free.

Voice notes. Speak the update.

In every Indian language, written into the lead. 1 credit per voice note.

AI answers every WhatsApp enquiry.

WhatsApp AI (Smart Inbound): replies in seconds, qualifies, hands over. 2 credits per lead each month, from ₹5,000 a month on Free · in Scale.

AI calls and messages your old leads.

AI calling + WhatsApp (Smart Outreach): until someone engages, then a rep. 6 credits per minute, from ₹5,000 a month on Free · in Scale.

One free AI-first CRM. Minus the patchwork.

Keep your lead sources. Drop the separate dialer, WhatsApp tool, renewal reminders and lead sheet.

Replaces: Separate dialer · WhatsApp tool · Excel lead sheet · Renewal-reminder tool · Telecaller team

Free AI-first CRM · unlimited users · AI work pay as you go

What agencies ask us first

Talk to sales

Credits at volume, a big team, a question first? Tell us how your leads arrive. We’ll call you back.

We respect your privacy. Your number will not be shared or used for spam.

Put your whole team on it today. Free.

Unlimited users. No card. Your organisation is ready in about two minutes.

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