Dashboard

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Here's what needs you today.

Goal this monthOn pace

New business

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CarrierTypeLines of businessAppointmentStatesStatus
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Customer sinceInsured namePhoneStateTypePoliciesIn-force premiumCommissionValue
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Messages

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Service desk

Policy service, renewals, endorsements and claims for existing customers will live here. Coming soon.

Team

Your agents, their goals, and how they're tracking this month.

Agency overview

A bird's-eye view of how the agency is doing.

Sales

This month

Book of business

by line
2,431
policies

Agent activity

Premium · this month

Your profile

How you appear to your team and on quotes.

JG
Hover your photo to change it.
JPG or PNG, up to ~2MB.

Agency

Your agency's business model. Helps tailor quotes and the carriers you work with.

Workspace

Branding applied across the CRM and outgoing quotes.

◳
Hover the mark to change it. Your logo replaces the CloseMyCall lockup in the sidebar.

Appearance

Light, dark, or match your device.

Icons

Choose the icon style used across the app.

Font

Used everywhere — the CRM and the call script.

Call focus

What the Focus button does during a call.

Records

How contact fields behave.

Click to copy fields
Click a field in a contact (name, phone, email, DOB, license…) to copy it to your clipboard.

Notifications

Choose what reaches you, and how.

Celebrations

A little confetti when you mark a policy sold.

Confetti on milestones
Plays when a policy is marked sold.
Confetti colors

Roles & Permissions

Choose which sections each role can see. Owners always have full access; Dashboard and Settings stay on for everyone.

Preview as

Integrations

Connect your tools to CloseMyCall. Click a card to configure or learn more.

Vendors

Lead vendors that feed your pipeline. Each gets a unique webhook URL you paste into the vendor's portal, new leads land in Prospects tagged with the vendor.

Automations

Build what happens after a trigger. Drag steps to reorder, click + to add. This is an early preview, nothing runs yet.

Preview
Automations
Phase 1
Drag a step to reorder. Use + to add a step or a branch. Mockup, nothing runs yet.

Phone Scripts

These details funnel into your agents' Phase 1 script (open a contact and hit Phase 1). Brand color, logo, and your team come from the rest of Settings automatically.

Offices
Quick links
Buttons shown on the submitted page.
Connections
Form behavior
Highlight active tab
Adds a subtle background behind the current tab so it's easier to spot.
Always show bottom bar
When off, it hides until the agent moves toward the bottom of the screen.
Guided flow WIP
After an answer, the next question glides to the center of the screen.
Focused mode WIP
Hides the spoken scripts and questions, leaving just section titles and the answer options.

Plan

Seat-based billing. A seat is a teammate with a login.

★
Growth

Payment method

Not charged yet, this previews the seat model. Stripe wiring comes next.

No card on file
Add one when you're ready to go live.

Support

Stuck on something or have an idea? We're a quick message away.

Email support
We usually reply within a business day.
Email us
Help center
Guides and walkthroughs for every part of the CRM.
Request a feature
Tell us what would make your day easier.
Send idea

Add a vendor

Choose a vendor
Or add a custom one
+

New contact

Primary contact
📍 Address
📋 Record

New message

To
Message
!

Quote already exists

Add carrier

Twilio SMS

Send and receive texts right inside Conversations, using your own Twilio number. Your keys stay private and are only used to send your texts.

Find your Account SID and Auth Token on the Twilio Console dashboard. Set the webhook above under Phone Numbers → your number → Messaging → A message comes in (HTTP POST).

Gmail Not connected

Connect your Google account to send and receive email right inside Conversations. Replies land on the contact's timeline, no copy-paste.

Unlike Twilio, Gmail uses OAuth — each agency just clicks "Connect" and authorizes with Google; there are no API keys to copy/paste.
What we set up once for production (developer side):
  • A Google Cloud project with the Gmail API enabled.
  • An OAuth 2.0 Web client (Client ID + Secret) with our redirect URI.
  • The OAuth consent screen verified by Google — gmail.send / gmail.modify are "restricted" scopes that require Google's security review before launch.
  • A backend OAuth callback (Edge Function) to exchange the code and store each agency's refresh token server-side, plus send/inbox functions using the Gmail API.
The connection flow ships with the email backend.

n8n automations

Fire an n8n webhook when something happens in your CRM. Add a webhook, label it, choose what triggers it, and paste the Webhook URL from your n8n trigger node.

Contact details

Add policy

Employee

Hover your photo to add or change it.
A clear headshot looks best.
Licensing
Production goal (premium)
Weekly and daily targets are calculated from this and shown on the team card.