CRMDAY One

CRMDAY One

CRMDAY
Radius

Radius

Radius Bob
+
+

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About

CRMDAY One is a cloud CRM and insurance operations platform for independent agents, agencies and FMOs. It brings client and household records, sales pipelines, policies, tasks, communication history and renewal workflows into one workspace. Agents can import HealthSherpa export files, preview updates and review conflicts, while embedded ACA quoting connects clients to Healthcare.gov plan comparisons. The platform supports Open Enrollment campaigns, workflow automation, reporting, agency networks and commission management. Its shared inbox brings together email, SMS, WhatsApp, voice and Instagram, with availability depending on configuration and third-party providers. Aria AI assists with insurance workflows, and an optional ChatGPT plugin lets authorized users work with CRM records and tasks in ChatGPT. CRMDAY One is aimed at U.S. insurance professionals serving health, ACA, Medicare and life insurance clients.

About

CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Independent insurance agents, insurance agencies and FMO networks in the United States, especially ACA, health and life insurance teams.

Audience

Insurance companies that need a CRM solution made for insurance agencies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Version Not Supported
Free Trial Supported

Pricing

$34 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • #1- Helps to engage with customers and capture business leads. #2- Account-based marketing for business. #3- Analytics graph with comparing option to compare with past data.

Cons

  • #1- Overall positive experience with the Radius platform.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

CRMDAY
Founded: 2019
United States
crmday.net/one

Company Information

Radius Bob
United States
www.radiusbob.com

Alternatives

Alternatives

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TekRADIUS

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Webtrix24

Webtrix Solutions
Aspire

Aspire

Impowersoft
TrustRadius

TrustRadius

HG Insights

Categories

Insurance CRM Supported

Categories

CRM Supported
Insurance CRM Supported

Integrations

12Port Not Supported
6connect Not Supported
AdmitHub Not Supported
AgentMethods Not Supported
Compulife Not Supported
Facebook Supported
FlowUp Not Supported
Front Rush Not Supported
Google Workspace Not Supported
Instagram Supported
Kamailio Not Supported
KeyTalk Not Supported
LoginTC Not Supported
Microsoft 365 Not Supported
NinjaQuoter Not Supported
Thinfinity Workspace Not Supported
WWPass Not Supported
WhatsApp Supported
Wynshop Not Supported

Integrations

12Port Supported
6connect Supported
AdmitHub Supported
AgentMethods Supported
Compulife Supported
Facebook Not Supported
FlowUp Supported
Front Rush Supported
Google Workspace Supported
Instagram Not Supported
Kamailio Supported
KeyTalk Supported
LoginTC Supported
Microsoft 365 Supported
NinjaQuoter Supported
Thinfinity Workspace Supported
WWPass Supported
WhatsApp Not Supported
Wynshop Supported
Claim CRMDAY One and update features and information
Claim CRMDAY One and update features and information
Claim Radius and update features and information
Claim Radius and update features and information