Product
CRM Core
Run your benefits sales motion on a CRM that already knows what a Medicare lead, an ACA enrollment, or a healthshare member is. Stop bending Salesforce.
Modular records
Leads, deals, accounts, plans, custom modules — define your own fields and stages per tenant org.
Email & SMS sync
Two-way Gmail/Outlook + Twilio threading attached to records, with sequences and automations.
Embeddable forms
Drop quote forms onto any tenant marketing site. Anonymous submissions land scoped to the right org.
Documents & e-sign
Generate proposals from templates, send for signature, archive against the deal record.
Automation engine
Event-driven workflows with conditions, queues, and retries. Trigger on stage change, time, or external webhook.
Audit + HIPAA-aware
Row-level security, immutable audit logs, and PHI guardrails baked into the data model.