Screens Features Pricing

Insurtech SaaS CRM

Run insurance sales from one CRM.

GrowthCRM brings leads, policies, activities, agents, targets, WhatsApp, internal chat, and assignment rules into one daily operating system.

1,431 Active leads tracked Across health, motor, and term life pipelines

276 Activity reminders Tasks, calls, callbacks, and document follow-ups

126 Agents monitored Calls, breaks, queues, and productivity in one view

40 Learning badges earned Training progress connected to agent readiness

See the CRM in action

Real portal screens show how teams track dashboards, leads, agents, activities, conversations, assignments, targets, and learning in daily work.

GrowthCRM dashboard with lead, follow-up, conversion, activity, and recommendation widgets

Manager dashboard

Dev Batra's view combines new leads, follow-ups, conversions, reminders, agent performance, and AI product recommendations.

GrowthCRM leads table with stages, owners, scores, and filters

Lead pipeline

Agents work scored leads with owner, stage, disposition, contact, pincode, and export controls.

Internal chat

Teams coordinate updates, broadcasts, files, and agent messages without leaving the CRM.

Agent monitoring

Track calls, breaks, hold time, callbacks, queues, campaigns, and team availability.

Activities

Task lists keep lead owners aligned on status, priority, due work, and created dates.

Learning development

Agents continue training with courses, certificates, deadlines, points, and badges.

Lead assignment

Admins configure assignment algorithms, availability rules, thresholds, and language filters.

Dashboard builder

Managers compose dashboards from configurable modules and layouts.

Targets

Set individual or team targets by segment, user, date range, and supporting uploads.

What each role gets

Choose your role to see what admins, team managers, and agents can do as teams move from Core to Plus and Prime.

Admin Team Manager Agent

Core

Set up clean CRM operations

Included

Create users, teams, roles, and ownership rules
Manage lead and customer records centrally
Configure activities, reminders, and follow-up discipline
Track basic dashboards and reports

Plus

Run active sales operations

Advanced

Control policy records and lifecycle tracking
Use bulk lead upload and bulk updates
Configure lead assignment rules for sales queues
Create custom lists and team performance views
Improve visibility across teams and pipelines

Prime

Add governance and growth controls

Prime only

Manage claims and endorsement workflows
Use approvals, escalations, and audit logs
Set up automatic lead assignment and scoring
Enable internal chat and WhatsApp conversations
Track targets, incentives, and advanced dashboards
Standardize higher-control insurance operations

Core

Keep assigned teams moving

Included

View assigned team leads and customer activity
Track follow-ups, reminders, and ownership
Monitor daily lead movement and pending work
Use basic team dashboards and reports

Plus

Manage pipeline and policy execution

Advanced

Review team policy progress and pipeline status
Use lead assignment configuration for teams
Coordinate bulk updates for active team work
Use custom views for focused follow-up lists
Compare team performance across lead stages

Prime

Coach performance with controls

Prime only

Monitor automatic lead assignment and scoring
Track targets, incentives, and advanced performance
Handle escalations and approval workflows
Coordinate internal chat and WhatsApp follow-ups
Review claims, endorsements, and ticket progress
Coach agents using reporting and activity signals

Core

Work every lead with clarity

Included

Manage own leads and customer records
Complete activities, reminders, and follow-ups
Track assigned tasks and daily pipeline status
Use basic reports for personal productivity

Plus

Convert with policy context

Advanced

Track policy records through the sales lifecycle
Receive leads from assignment rule configuration
Work campaign leads and custom follow-up lists
Continue customer conversations on WhatsApp
Use allowed bulk updates for faster queue cleanup
See team-aligned performance and pipeline views

Prime

Handle complex customer work

Prime only

Work claims, endorsements, and customer tickets
Use internal chat for team collaboration
Use courses, FAQs, targets, and contests
Prioritize follow-ups with lead scoring signals
Follow dialer workflows and activity discipline
Stay aligned with advanced dashboards and incentives

Plans built around your CRM maturity

Start with clean customer and lead operations, then move into policy workflows, automation, reporting, and enterprise-grade control as your team expands.

Core

Starter

₹999 /user/month

Annual billing

For small teams moving from spreadsheets into structured CRM usage.

Lead and customer management
Users, teams, roles, and ownership
Activities, reminders, and follow-ups
Basic dashboards and reports

Plus

Prime

Advanced

₹2,499 /user/month

₹2,999 monthly billing

For insurance operations that need deeper workflows, controls, and performance reporting.

Everything in Plus
Claims and endorsement workflows
Approvals, escalations, and audit logs
Internal chat, WhatsApp chat, and lead scoring
Advanced dashboards, targets, and incentives

Enterprise

Custom

Volume and SLA based

For multi-branch deployments with custom integrations, governance, and dedicated support.

Everything in Prime
Retail/core portal and Vahan integrations
Internal chat and WhatsApp chat workflows
AI chatbot for automated customer engagement
Automatic lead assignment configuration
Lead assignment rule configuration
Lead scoring and prioritization models
Custom API integrations and data syncs
Multi-branch governance and access controls
Dedicated implementation and success support
Advanced security, storage, and backup needs
Custom dashboards, reports, and exports
Priority support with custom SLA coverage
Role-specific workflow configuration
Migration assistance for large CRM rollouts