Robo CRM


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Empowering Insurance Sales Agents, with a growth hack CRM

A Platform built to empower your marketing & sales teams. With Opportunity Mgmt, Activities, Kanban board, Reports, Dashboards & more., Robo CRM enables your team to quickly prioritize work to help reach goal.

All Of Your Sales Opportunity Information In One Place.

The easy-to-use interface is the ultimate enterprise growth hack. Save time and increase sales by viewing all information on a single page with contact info, communication history,lead score, social media accounts, deals, notes, appointments, tasks and more.

Know What To Work On

Lead scoring surfaces your hottest leads, so you don’t have to spend time digging into your lead list. Spend time instead on follow-ups and spotting leads who require nurturing.

Avoid Manual Data Entry

With the power of Social CRM, get accurate data of your contacts with just a click. We get data from multiple social platforms – Linked In, Facebook, Twitter

Collaboration Made Easy

A tool that enables your sales team to see each other in real time, Screen Sharing, Audio Chat, Text Chat, see Real time content sync. All within Robo CRM.