From phone calls to policy tracking, task automation to drip campaigns — explore every feature built into the Traise platform.
Reach clients by phone, text, chat, or email — all from a single inbox with full history and context.
A full business phone system built into your CRM. Make and receive calls, record conversations, and route callers with custom call flows.
Two-way texting for real conversations with clients. Send quotes, reminders, policy documents, and mass campaigns.
Real-time internal messaging for your team. Collaborate on clients, share files, and stay aligned without leaving the platform.
Create and send professional email campaigns with a visual editor. Target specific client segments and track performance.
Automated multi-step sequences that nurture leads and follow up with clients on autopilot over days, weeks, or months.
Comprehensive profiles with every detail, policy, and interaction in one place. No more digging through spreadsheets.
Rich, detailed profiles for every contact with panels for every type of insurance data, communication history, and relationship tracking.
Easily migrate from another CRM or spreadsheet. Bulk import contacts from CSV or Excel, and export your data anytime.
Organize contacts your way with custom tags and dropdown values. Filter, segment, and report on any dimension you need.
Track where every client comes from. Monitor your referral pipeline and measure which lead sources drive the most business.
Request and collect client feedback across any channel. Build your online reputation with automated review requests after key touchpoints.
Design exactly how calls flow through your agency. Visual IVR builder, number porting, and call management tools.
Visually design how incoming calls are routed through your agency. Create extension menus, ring groups, overflow rules, and voicemail destinations.
Purchase local and toll-free numbers, assign them to locations, and manage your entire phone number inventory from one place.
Transfer your existing business phone numbers to Traise. We handle the paperwork and porting process so you keep the numbers your clients know.
Control every aspect of your phone system. Block unwanted callers, tag calls for tracking, view detailed call logs, and manage call assignments.
Automate follow-ups, manage tasks on kanban boards, and schedule messages so nothing falls through the cracks.
Kanban-style boards to track work across your team. Create tasks, assign them, set priorities, and visualize your pipeline.
Never miss a follow-up again. Automated reminders keep every client relationship on track with snooze controls for flexible timing.
View and manage your schedule with an integrated calendar. Set availability, track events, and coordinate across your team.
Save time with reusable message templates. Insert dynamic placeholders for client names, policy details, and more.
Compose messages now, send them later. Schedule texts and chats for the perfect time — birthday greetings, renewal reminders, and more.
Manage locations, set office hours, track team performance, and access training — all the tools to run a smooth operation.
Manage multiple office locations with independent settings, phone numbers, and SMS configurations from a single account.
Set business hours for each location. Manage holiday closures and custom date-range closures so calls route correctly after hours.
Manage your team with detailed profiles, role assignments, and performance tracking. See who is doing what at a glance.
Measure what matters. Track calls, messages, tasks, and client engagement with dashboards and custom reports.
Built-in training content to onboard new team members and level up your agency. Track completion and progress for every user.
Desktop, mobile, and web apps backed by bank-level security, flexible billing, and website integration tools.
Native desktop apps for Windows and macOS with full platform functionality, notifications, and system tray integration.
Stay connected on the go with native iOS and Android apps. Make calls, text clients, and manage your pipeline from anywhere.
Embed Traise widgets on your agency website to capture leads, track visitors, and connect web forms directly to your CRM.
Bank-level security with 256-bit encryption, multi-factor authentication, and session management to protect your data.
Transparent billing with detailed invoices, multiple payment methods, and autopay. Manage your subscription and payments in one place.
Verify your email domain for campaign delivery. Manage DNS records to ensure your emails land in inboxes, not spam folders.