Smart Agent

Smart Agent

Apna Infotech
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • DialedIn
    615 Ratings
    Visit Website
  • CallTools
    594 Ratings
    Visit Website
  • Squaretalk
    287 Ratings
    Visit Website
  • DialerAI
    5 Ratings
    Visit Website
  • Adversus
    170 Ratings
    Visit Website
  • Phonexa
    238 Ratings
    Visit Website
  • Creatio
    570 Ratings
    Visit Website
  • CallTrackingMetrics
    937 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website

About

Onyx Platform is an all-in-one CRM and dialer built specifically for phone-based sales teams in regulated industries such as insurance and financial services, designed to streamline operations and improve customer engagement. It combines CRM, telephony, intelligent lead routing, call recording with DNC integration, compliance tools, and real-time reporting in a single browser-based interface so agents and managers can view lead progress, customer history, policy data, and next steps without switching platforms. It delivers unified customer profiles that show every policy, interaction, and note in one place, along with customizable disposition tracking and role-based views for agents, managers, and admins. Onyx embeds security, audit trails, and activity logging into all features to help teams stay compliant by default, and aligns with industry security frameworks to protect sensitive data. Lead management capabilities include smart routing, licensing logic, and etc.

About

Smart Agent is India's all-in-one insurance CRM for insurance agents and RTO advisors. Manage policies, track renewals, send WhatsApp reminders, check RC/Challan in 5 seconds, and auto-calculate commissions. Hindi + English support. Plans start at ₹999/year.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies and telesales teams that need an all-in-one CRM and call center system to manage leads, calls, compliance, and reporting efficiently

Audience

Insurance agents, insurance agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

₹999/year
Free Version
Free Trial

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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Onyx Platform
Founded: 2025
United States
www.onyxplatform.com

Company Information

Apna Infotech
Founded: 2013
India
www.apnainfotech.com

Alternatives

Alternatives

BlueOnyx

BlueOnyx

BlueOnyx Shop
BluInsurance

BluInsurance

BluRoot
Mobinsure

Mobinsure

Mobinsure Software Pvt Ltd.,

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Onyx Platform and update features and information
Claim Onyx Platform and update features and information
Claim Smart Agent and update features and information
Claim Smart Agent and update features and information