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.
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Integrations
No integrations listed.
Company Information
Onyx Platform
Founded: 2025
United States
www.onyxplatform.com
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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?
Onyx Platform works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Onyx Platform support in their product?
Onyx Platform supports these languages: English.
Q: What kind of support options does Onyx Platform offer?
Onyx Platform offers support via phone support and online.
Q: What type of training does Onyx Platform provide?
Onyx Platform provides training in the form of documentation.
