AgentDiary: Insurance CRM

EasyBuzz Developers

Contains adsIn-app purchases

About this app

# AgentDiary – CRM for Insurance Agents, Real Estate & Sales Professionals

**AgentDiary** is an all-in-one **CRM app** designed for **Insurance Agents, Real Estate Agents, Loan Agents, Credit Card Agents, Financial Advisors, and Sales Professionals**. Easily manage **leads, clients, follow-ups, policy renewals, properties, and daily sales activities** from one powerful app.

Whether you're looking for an **Insurance CRM**, **Lead Management App**, **Sales CRM**, or **Client Management** solution, AgentDiary helps you stay organized and close more deals.

## Smart Lead Management

* Create and manage unlimited leads
* Track Hot, Warm, Cold and Converted leads
* Organize customers with an easy-to-use Lead Tracker
* Manage your complete sales pipeline

## Follow-up Reminder

Never miss an important client follow-up again.

* Daily follow-up reminders
* Call and WhatsApp clients with one tap
* Schedule meetings and appointments
* Track pending and completed follow-ups

## Insurance Policy Management

Perfect for Insurance Agents.

* Manage Health, Life, Term, Car and Bike Insurance policies
* Policy renewal reminders
* Renewal tracking
* Share professional renewal cards with clients

## Real Estate CRM

Designed for Real Estate Professionals.

* Manage property listings
* Upload property photos
* Match buyers with properties
* Track property leads

## Sales CRM & Client Management

* Customer management
* Client database
* Sales tracking
* Daily activity management
* Performance dashboard
* Monthly reports

## WhatsApp Integration

Send WhatsApp messages directly without saving contact numbers.

## Secure Cloud Backup

Your leads, clients and business data are securely backed up and synced across devices.

## Team Collaboration

Invite team members, assign leads and manage your sales team together.

## Features

* Lead Management
* Insurance CRM
* Sales CRM
* Client Management
* Customer Management
* Lead Tracker
* Follow-up Reminder
* Policy Renewal Reminder
* Property Management
* Real Estate CRM
* Sales Pipeline
* Dashboard & Reports
* Cloud Backup
* WhatsApp Integration
* Hindi & English Support

### Best For

* Insurance Agents
* Real Estate Agents
* Loan Agents
* Credit Card Sales
* Financial Advisors
* Field Sales Executives
* Sales Managers
* Freelance Sales Professionals

Download **AgentDiary** today and simplify your lead management, follow-ups, policy renewals and customer relationships with one powerful CRM app.

What’s new

* Bugs fixing
* UI Changes