Product 01 · CRM Core

The CRM that already knows benefits

Pipelines, modules, and automations purpose-built for Medicare, ACA, group, and healthshare advisors. Stop bending a generic CRM into shape.

Built for

One tenancy-aware spine — every lead, deal, and sequence stays inside your org.

How it runs

Capture → qualify → close

A motion tuned for benefits sales — not a generic opportunity object with a health sticker on it.

Inbound forms, imports, and advisor-entered leads land in the right org with source attribution intact.

Stage gates, required fields, and workqueues keep every book moving — Medicare, ACA, group, or healthshare.

Proposals, e-sign, and handoff into Admin Enrollment when you run the full stack.

Capabilities

Leads, deals, accounts, plans, custom modules — define your own fields and stages per tenant org.

Two-way Gmail/Outlook + Twilio threading attached to records, with sequences and automations.

Drop quote forms onto any tenant marketing site. Anonymous submissions land scoped to the right org.

Generate proposals from templates, send for signature, archive against the deal record.

Event-driven workflows with conditions, queues, and retries. Trigger on stage change, time, or webhook.

Row-level security, immutable audit logs, and PHI guardrails baked into the data model.

Why CRM Core

Generic platforms force you to invent Medicare stages, ACA households, and commission handoffs. We ship them.

Pair with

Close in CRM, enroll in Admin — same identity layer, same tenancy model, no CSV ping-pong between sales and ops.

Early access

We’re onboarding agencies in waves. Tell us what you’re running today — we’ll get back within a business day.