Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CRMDAY One serves as a comprehensive cloud-based CRM and insurance operations platform designed specifically for independent agents, agencies, and FMOs. This innovative tool consolidates client and household information, sales pipelines, policy details, task management, communication history, and renewal processes into a single, streamlined workspace. Users have the ability to import HealthSherpa export files, check for updates, and address any conflicts, while integrated ACA quoting enables clients to compare plans from Healthcare.gov. The platform is equipped to handle Open Enrollment campaigns, automate workflows, generate reports, manage agency networks, and oversee commission structures. Additionally, its shared inbox integrates a variety of communication channels including email, SMS, WhatsApp, voice, and Instagram, with functionality varying based on specific configurations and third-party integrations. To further enhance efficiency, Aria AI supports insurance workflows, and an optional ChatGPT plugin allows authorized users to interact with CRM records and tasks seamlessly. Specifically designed for U.S. insurance professionals, CRMDAY One caters to those working with health, ACA, Medicare, and life insurance clients, ensuring they have the tools necessary to succeed in a competitive market. This multifaceted platform ultimately aims to elevate the operational capabilities of insurance agents and agencies alike.
Description
Ninjō is an innovative AI platform designed specifically for marketing agencies, efficiently managing direct messages across their entire client base, qualifying leads, pitching offers, finalizing sales, offering customer support, nurturing potential clients, and overseeing outbound communications via SMS and WhatsApp. Each agency can develop a personalized AI agent for every client, ensuring that the agents communicate in the specific tone of the client and comprehend their unique offerings, all while being able to oversee operations from a single dashboard, whether catering to a few clients or managing hundreds. These agents are capable of functioning across various platforms including Instagram, WhatsApp, Telegram, Facebook, TikTok, Skool, and Slack, enabling agencies to automate conversations and appointment scheduling without the need to handle each inbox manually. With integrated playbooks and templates that draw from practical usage, teams can rapidly deploy proven sales and support processes. Additionally, Ninjō seamlessly connects with Claude and ChatGPT through its MCP, empowering users to create agents, fine-tune prompts, analyze workflows, and generate comprehensive reports. This integration not only enhances the efficiency of communication but also provides valuable insights to further refine marketing strategies.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ChatGPT
Yes
Facebook
Yes
Instagram
Yes
WhatsApp
Yes
Claude
No
Claude Duet
No
Claude for Legal
No
Gmail
Yes
HealthSherpa
Yes
Model Context Protocol (MCP)
No
Integrations
ChatGPT
Yes
Facebook
Yes
Instagram
Yes
WhatsApp
Yes
Claude
Yes
Claude Duet
Yes
Claude for Legal
Yes
Gmail
No
HealthSherpa
No
Model Context Protocol (MCP)
Yes
Pricing Details
$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Trial
Yes
Free Version
No
Pricing Details
$150 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CRMDAY
Founded
2019
Country
United States
Website
crmday.net/one
Vendor Details
Company Name
Ninjō
Founded
2025
Country
United States
Website
www.ninjo.ai/