Our pick · Keep track of clients
Langford CRM · Classic
A long-running contact and sales tracker with accounts, contacts, leads, calls and meetings.

Agencies and brokers. 5 tested apps, 3 available today. Each job shows our pick first; here is how we pick.
Our pick · Keep track of clients
A long-running contact and sales tracker with accounts, contacts, leads, calls and meetings.

Instead of Spreadsheets or Agency management systems
Your clients, their policies and documents in one place, with a renewals board that shows what has been done about each renewal.
Why this one: you can start today · security level Strongest. How we pick

Instead of Salesforce or Zoho CRM
A long-running contact and sales tracker with accounts, contacts, leads, calls and meetings.
Security level Strong, one step below our pick. How we pick

Instead of DocuSign
Send a PDF for signature, see who has signed, and keep the signed copy.
Why this one: you can start today · security level Strong · free licence · 3 parts. How we pick
No apps match. Describe what you need and we will look for one.
Also for your office: 31 general toolsPasswords, files, chat, scheduling and more, in the Any office folder →