For licensed health insurance agents

Set it up once.Wake up to booked appointments.

Meet Smartley, the super agent inside CrmLey. She replies to every lead in about a minute, qualifies them like your best setter, and books the appointment on your calendar, day or night. You just show up and close.

Start your free 4-day trial Do the math

4-day free trial. Card required. Cancel before day 4 and you won't be charged.

  • Hours back every week
  • Replies in ~60 seconds
  • Works 24/7
  • Respects opt-outs
Hi, I'm Smartley!I'll take it from here.

Example notifications with a fictional lead: appointments booked, Smartley replying in about a minute, a lead qualified and a sale.

  • Replies to new leads in about a minute
  • Works 24/7, nights and weekends
  • Qualifies every lead for you
  • Books straight onto your calendar
  • Follows up so no lead goes cold
  • Sounds human, not like a bot
  • Respects STOP and opt-outs
  • Set it up once, then it runs
  • Hours back, every week
  • More appointments on your calendar
  • Never lose a lead to a slow reply
  • Freedom, for real
  • Wake up to booked appointments
  • Your evenings back
  • One setup, then it runs

Your day, before vs. with Smartley

You wake up to a calendar, not a to-do list.

Leads cool off fast, day or night, weekends included. The difference is who answers them.

Before

You're the setter

  1. 6:15 PM

    At dinner with your family, texting leads back between bites.

    Living in your texts

  2. 9:30 PM

    The leads you couldn’t get to went quiet.

    Gone quiet

  3. 11:48 PM

    A new lead texts in. You’re asleep.

    No reply

  4. 11:49 PM

    Leads cool off fast. By morning, this one has too.

    Slow reply

  5. 7:00 AM

    You wake up to a list of people to chase.

    To-do list

With Smartley

You show up and close

  1. 6:15 PM

    At dinner with your family. Smartley handles the first conversations.

    Hours back

  2. 11:48 PM

    A new lead texts in.

    Works 24/7

  3. 11:49 PM

    Smartley replies, in about a minute.

    Replied

  4. 11:56 PM

    Call booked for 10:00 AM.

    Booked ✓

  5. 7:00 AM

    You wake up to it on your calendar.

    Show up and close

What changes for you

Less chasing. More closing. Your evenings back.

Smartley isn't one more tool to babysit. She's the setter who never clocks out, so your hours go to the calls that pay.

Hours back, every week

No more living in your texts. Smartley handles the first conversations, so the time you used to spend texting back and forth goes to closing, or to anything else you'd rather do.

More appointments on your calendar

Every lead gets a fast, friendly reply and a follow-up. More of the leads you already pay for turn into booked calls instead of going quiet.

Never lose a lead to a slow reply

Leads cool off fast. Smartley answers in about a minute, day or night, weekends included.

Freedom, for real

Appointments land while you're at dinner with your family, at the game or asleep. You wake up to a calendar, not a to-do list.

One setup, then it runs

Bring your leads in with a click and switch Smartley on. No scripts to write, no dialer to sit behind.

Sounds human. Stays respectful.

Short, friendly texts in your name, one at a time. When someone says STOP, she stops. You can read every conversation whenever you like.

Works right from your phone

Your whole business in your pocket.

Add CrmLey to your home screen and run it all from wherever you are. Send a campaign from the sideline, bring in a new list from the airport and feel the buzz when Smartley books your next call. Your business goes where you go.

  • Launch a campaign from anywhere

    Waiting room, sideline, airport. A few taps and your leads hear from you.

  • Bring in leads from anywhere

    New list in your email or your files? Drop it in from your phone. CrmLey organizes it for you.

  • Know the moment a call is booked

    A push notification taps you on the shoulder when Smartley books a call. No checking in.

  • Your pipeline, on the go

    See who’s new, who’s booked and who’s sold, and jump into any conversation with a tap.

  • Add CrmLey to your home screen
  • Push notifications when a call is booked
  • Same account on your phone and computer

How it works

One setup. One click. Appointments, then sold.

Every lead moves down the same path on its own. You only step in when there's a call on your calendar.

  1. Import leads

    One click. Drop in your list and you’re done.

  2. Smartley replies

    In about a minute, day or night.

  3. Qualified

    Like your best setter would.

  4. Appointment booked

    Right on your calendar.

  5. Sold

    You show up and close.

  1. Step 1

    Bring your leads

    Upload a CSV or Excel file. CrmLey organizes it for you.

    One setup

  2. Step 2

    Switch Smartley on

    That’s the whole setup. She starts working your leads in your name.

    Works 24/7

  3. Step 3

    Show up and close

    Qualified leads land on your calendar. You take the call.

    The only step that’s yours

Your numbers, not ours

What is Smartley worth to you?

Plug in your own numbers. Every assumption is right there for you to change.

Your numbers
Assumptions (change them)
3% of leads

Leads that would otherwise go quiet.

25%
50%
22 days

Your estimate, per month, based only on what you entered.

Hours back
22 hAbout 2.8 full workdays a month
Extra appointments
3≈ 0.8 extra sales at your close rate

Potential extra commission

$225 /mo

About $85 a month more than the plan costs.

At your commission, one extra sale a month covers the plan.

Try it free for 4 days

Estimate only, calculated from your inputs and the assumptions shown: extra commission = leads × extra booked % × close rate × commission; hours back = hours texting per day × working days × share Smartley takes over. Not a promise of results; yours will vary.

Everything in one app

Your whole business, in one app.

Drop the dialer, the spreadsheet and the three texting apps. Your leads, texts and calendar live together, so nothing slips through the cracks.

Follow-ups that run themselves

Build a sequence once. Every new lead gets it, on time, without you remembering.

Know who needs you today

Every lead from first text to sold, in one glance.

A calendar that fills itself

Booked calls land in CrmLey and sync to your Google Calendar.

Your leads in, in one click

Import CSV or Excel. Tag, filter and organize with no cap on leads.

Your texting number, step by step

Register your texting brand, get numbers and go live with guided in-app steps. Review times apply.

Every conversation in one inbox

Bulk sends and one-on-one texting side by side. Jump into any thread Smartley is handling, any time.

Also inside:
  • SMS credits at cost
  • Automatic opt-out handling
  • Policy & commission tracker
  • Follow-up queue
  • Lead vendor ROI

Pricing

Priced like a tool. Works like a setter.

Two simple monthly plans. Try either one free for 4 days.

CRM

The CRM

Everything you need to work your leads by text, in one place.

$89.99/mo

4-day free trial

Start free trial →
  • Text all your leads from one inbox
  • Follow-ups that run on their own
  • See every deal at a glance
  • Calendar with Google Calendar sync
  • Import your lead lists in one click
  • Guided number & 10DLC setup
  • Texts from $0.0079, inbound from $0.004
Recommended

Everything

CRM + AI Setter

The full CRM plus Smartley booking appointments for you, 24/7.

Value*Estimated value $999
$139.98/mo

4-day free trial

Start free trial →
  • Everything in CRM
  • Smartley, your AI appointment setter
  • Replies in about a minute, 24/7
  • Qualifies every lead for you
  • Books appointments straight onto your calendar
  • Follows up so no lead goes cold
  • Respects STOP and opt-outs automatically

Smartley's texts use normal SMS credits: outbound from $0.0079 a text, inbound from $0.004.

4-day free trial. Card required. Cancel before day 4 and you won't be charged.

SMS credits are bought separately: outbound texts from $0.0079 each, inbound texts from $0.004 each. 10DLC texting registration has its own one-time setup fee and a small monthly number/campaign fee, shown in the app before you pay.

*“Value” is our illustrative estimate of what comparable setter and CRM tools add up to. It is not a previous or regular price of any CrmLey plan.

FAQ

Questions agents ask

Does Smartley sound like a bot?

No. She texts like a real appointment setter: short, friendly and in your name. You can read every conversation in your inbox whenever you like.

Who ends up talking to the lead?

You do. Smartley qualifies the lead and books the appointment on your calendar. You show up to a warm conversation and close.

How much setup is there?

A one-time setup: bring in your leads, get your texting number through the guided in-app steps, switch Smartley on. After that she runs on her own.

What happens if a lead texts STOP?

Smartley stops and the lead is opted out automatically. You never have to catch it yourself.

How do SMS credits work?

Plans don't include credits. You buy them as you need them, at cost. Smartley's texts use normal SMS credits, like any text.

Can I start with the CRM and add Smartley later?

Yes. Smartley is an add-on you can switch on later from inside the app.

How does the free trial work?

Every plan comes with a 4-day free trial. A card is required to start. Cancel before day 4 and you won't be charged.

Your leads are texting someone tonight. Make sure it's you.

Set Smartley up once and start your mornings with booked appointments instead of a list of people to chase.

Start free with Everything Just the CRM

4-day free trial. Card required. Cancel before day 4 and you won't be charged.