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

About Onyx Platform

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.

Integrations

No integrations listed.

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Company Information

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

Videos and Screen Captures

Onyx Platform Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online

Onyx Platform Frequently Asked Questions

Q: What kinds of users and organization types does Onyx Platform work with?
Q: What languages does Onyx Platform support in their product?
Q: What kind of support options does Onyx Platform offer?
Q: What type of training does Onyx Platform provide?

Onyx Platform Product Features

Insurance Agency Management

Policy Management
Contact Management
Commission Management
Quote Management
Document Management
Claims Management
Insurance Rating
Property & Casualty
Life & Health