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For recruitment teams & agency managers

Agent CRM

End-to-end agent recruitment, done right.

A purpose-built recruitment platform that manages the complete agent onboarding journey โ€” from first lead to a fully activated, productive agent.

At a glance

  • Full recruitment pipeline
  • Lead โ†’ Live agent lifecycle
  • Onboarding & compliance tracking

Everything you need

Agent CRM brings the core capabilities together in one focused workspace.

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Recruitment pipeline

Track every candidate across stages with a visual, stage-based pipeline that never lets a lead go cold.

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Onboarding workflows

Guided document collection, verification and activation so new agents go live faster.

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Codes & activation

Manage agent codes and go-live status, then hand off cleanly to your distribution network.

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Team & hierarchy

Hierarchy-scoped visibility so managers see exactly their team's recruitment progress.

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Contests & incentives

Run recruitment contests with live leaderboards to keep your teams motivated.

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Insights & reporting

Know your conversion rate at every stage and where candidates drop off.

How it works

01

Capture

New recruitment leads enter the pipeline from any source.

02

Qualify

Verify, screen and progress candidates through stages.

03

Onboard

Collect documents, run checks and complete activation.

04

Activate

Agent goes live with a code and starts producing.

Explore the rest of the suite