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Insurance is hard, we make selling easy.

LeftGrid is a lightweight yet robust cloud-based CRM, Marketing Automation Tool, and Sales Engagement Platform.

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Supercharge Your Business

What We Do

Customer relationship management is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.

Marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online and automate repetitive tasks

Sales engagement can be defined as the interactions that take place between a buyer and seller, and can be measured in time and touch points. For example, a buyer’s view time on a presentation or webinar, or whether he or she viewed or clicked on an email. 

Built For Insurance Agents Like You

See Our Features:

Sales Dialer

A sales dialer eliminates the manual and time-consuming process of dialing lead, prospect, and customer phone numbers — they automatically and accurately dial phone numbers for sales reps so they can focus on their conversations with those people.

Lead Management

The process of capturing leads, tracking all touchpoints with your business like email, chat, or website behavior, and qualifying and engaging them until they purchase your product.

Workflows

A sequence of tasks that processes a set of data. A process is a series of sequential tasks that are carried out based on user-defined rules or conditions.

Emails Campaigns

An email marketing campaign is a series of emails a business uses to communicate with current and potential customers.

Pipeline Management

The main aim of pipeline management is to maintain a healthy sales process that produces optimal results and accurate data.

Commission & Expense Tracking

Automate and systematize commission & expense tracking.

Interested In a Free Demo?

Want to learn more about LeftGrid with no strings attached?
Sign up for a free demo below and we'll be happy to share LefGrid with you and your team.

Uplevel Your Business

Conference any time instantly or schedule in advance

Fully cross - device experience from anywhere in the world

MailParser

Capture data from incoming emails and move insert into LeftGrid.

Microsoft Outlook

Connect your Outlook account to the LeftGrid CRM.

GMAIL

Connect your Gmail account to the LeftGrid CRM.

ZipRecruiter

Capture data from incoming job posts and inserts them into LeftGrid.

Seamless Integrations

Our integration process where a new module or feature of an application or hardware is added or integrated without resulting in any discernable errors or complications. It simply means that whatever change is being applied to a system, it happens without any negative impact resulting from the integration.

Interested In a Free Demo?

Want to learn more about LeftGrid with no strings attached?
Sign up for a free demo below and we'll be happy to share LefGrid with you and your team.

LeftGrid is a lightweight yet robust cloud-based CRM, Marketing Automation Tool, and Sales Engagement Platform.

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