Lead pipeline, instant speed-to-lead texting, 2-way email, branded quote forms, and a 24/7 automation engine that chases every prospect so your producers can just sell.
AgencyOS-CRM was built to replace a $199/mo agency CRM, a $468/yr form service, and the sticky notes — with one system an agency owner actually controls.
Drag-and-drop stages — New, Quoted, Proposed, Sold, Lost — with premium totals, tasks, notes, files, and full activity history on every lead.
A new lead gets a branded picture text and an email within a minute of hitting submit, and a call task lands on your dashboard. Nights and weekends included.
A caller who doesn't get through gets an instant "sorry we missed you" text with your quote link — recovering leads that used to evaporate, automatically.
Send and receive texts — including pictures and your branded promo card — from your agency's real number. Replies thread right into the lead. TCPA consent and YES/STOP handling built in.
Connected to your Microsoft 365 shared mailbox. Automation emails come from your agency address; prospect replies flow back into the CRM.
29 mobile-friendly forms covering personal, commercial, and specialty lines — embedded on your website, feeding leads in instantly. Spam-trapped and consent-compliant.
Quote follow-ups on day 1 and 3, renewal re-shopping 30 days before x-date, 5-month lost-lead win-backs, 11-month re-engagement. Every switch individually controllable.
Every sale triggers a satisfaction check, then a Google review request, then a referral ask with your branded referral form. Your reputation compounds automatically.
Every client gets a warm birthday text and email — with your branded card — once a year, automatically. The little touch that keeps you top-of-mind right before renewal season.
Every lead gets a OneDrive folder — named your way — with a PDF of every answer plus their uploaded documents, and an alert to your office inbox.
One-click export formatted for QQCatalyst import. Zapier events on every stage change. Producer referral links with automatic attribution.
Individual accounts with admin and member roles. Add staff, reset passwords, and remove access from the browser — no developer needed.
Producer leaderboards, premium and commission tracking, source reports, and referral-partner tracking — know exactly what's working.
Runs on your own server, with automatic nightly backups to your OneDrive. Your leads live in your accounts — not in someone else's SaaS you're renting by the month.
Direct connections, not a pile of Zaps. Bring your own accounts — your phone number, your mailbox, your payment processor — and the CRM plugs into them.
RingCentral (call pop, call notes, SMS/MMS) or Twilio. Texts go out from your own number.
Microsoft 365 / Outlook, Gmail, and OneDrive. Mail is sent from your address, and client folders are filed for you.
Paste a Stripe, Square, PayPal, or processor link and it rides on your invoices, texts, and signed documents. Sign, then pay, in one flow.
Built in, with no DocuSign seat. Fill any PDF, then send it for multi-signer e-signature with a full audit trail.
Paste one embed code on WordPress, Wix, Squarespace, or any site. Jotform submissions can feed in too.
Connects to Claude, so you can search clients, log calls, add leads, and move stages by just asking.
Google Business Profile, Facebook, Instagram, X, LinkedIn, YouTube, Pinterest, Threads, Bluesky, and Mastodon.
Events fire on every stage change, so you can reach the 6,000+ apps on Zapier, plus CSV export for any other system.
The engine runs on your server every few minutes, around the clock — no browser open, no one at a desk.
On your website, from a texted short link, or entered by your team — every lead lands in one pipeline.
Intro text + email within a minute, call task for your producer, OneDrive folder filed, office notified.
Move the lead through the pipeline — each stage fires the right touch at the right time. No lead sits forgotten.
Welcome messages, Google review request, referral ask, cross-sell task, and renewal re-shopping before x-date.
We set AgencyOS-CRM up for your agency: your name, your numbers, your mailboxes, your links. Your clients see your agency, not ours.
Agency name, logo, phone numbers, mailboxes, review and payment links are set at install. Message templates read in your voice and can be adjusted to your taste.
We connect Microsoft 365, your texting number, the quote forms on your website and the automation schedule. It's the same setup that runs in production at the agency it was built in.
TCPA text consent, STOP language, review-request flows, and data-privacy patterns are baked in — not an afterthought.
Your book lives on your own server with nightly backups to your OneDrive. Export it any time; it never sits in someone else's cloud.
Real numbers from the agency this was built in.
| Typical Stack | AgencyOS-CRM | |
|---|---|---|
| Agency CRM (pipeline + automations) | $199+/mo | Included |
| Online quote forms | $39/mo | Included — 29 forms |
| Texting platform | $25–75/mo | Your own number, ~pennies per text |
| Review / referral requests | $50–150/mo | Included |
| E-signature + PDF editor | $15–65/mo (DocuSign / Adobe) | Included |
| Payment requests | Separate step | Your pay link in texts, emails and signed docs |
| Where your data lives | Their cloud | Your own server |
| Total software spend | $330–530/mo | $250/mo flat + setup from $500 |
AgencyOS-CRM runs live at OKC Insurance Brokers today — every feature on this page is in production, not on a roadmap. Ask for a walkthrough.
📧 Request a Demo — john@okcib.com