Good morning
Overview of your insurance business
New Leads
0
This month
Follow-Ups Due
0
Today & overdue
Active Pipeline
0
In progress
Closed Policies
0
This month
Pipeline Flow
Lead Breakdown
Today's Priority Actions
Recent Leads
| Name | Product | Status | Date |
|---|---|---|---|
| No leads yet. Add your first lead. | |||
Pipeline Overview
Integration Status
Leads
Manage your insurance leads and prospects
| Name | Phone | Product | Status | Agent | Last Contact | Next Follow-Up | Actions | ||
|---|---|---|---|---|---|---|---|---|---|
| Loading leads... | |||||||||
Pipeline
Visual overview of your leads by stage
Follow-Ups
Track and manage all follow-up activities
| Lead | Product | Type | Due Date | Assigned To | Status | Actions |
|---|---|---|---|---|---|---|
| Select a tab to view follow-ups. | ||||||
Calendar
Schedule appointments, follow-ups, and reminders
Select a date
Click a date to see events
Upcoming Events
| Date | Time | Event | Lead | Type | Assigned To | Actions |
|---|---|---|---|---|---|---|
| ${t('cal.noupcoming')} | ||||||
Agents
Manage your team and track performance
Reports
Analytics and performance insights
Workflows
Select which products you work with β only your active workflows will appear when applying to leads
How to use workflows
1. Toggle on the products you work with below
2. Open any lead β click Apply Workflow
3. Only your active workflows will show β pick one and all tasks fire automatically
2. Open any lead β click Apply Workflow
3. Only your active workflows will show β pick one and all tasks fire automatically
Lead Sources
Auto-import leads from Meta, Google, your website and more
How Lead Sources Work
When a lead comes in from any connected source β automatically created in CRM β tagged with source β correct workflow applied β instant SMS + Email fired β follow-up tasks created β agent just works the lead.
Meta Lead Forms
Facebook & Instagram ads
Not Connected
Quando alguΓ©m preenche seu formulΓ‘rio de anΓΊncio do Facebook ou Instagram, aparece no CRM instantaneamente. Fonte marcada como Meta Lead. O fluxo dispara automaticamente.
Your Webhook URL
https://glsplatform.com/webhook/meta
Configuração: VΓ‘ ao Meta Business Suite β Leads β Integraçáes β cole esta URL β selecione seu formulΓ‘rio β Salvar
Google Lead Forms
Google Search & Display ads
Not Connected
Quando alguΓ©m preenche seu formulΓ‘rio do Google Ads, aparece no CRM instantaneamente. Fonte marcada como Google Lead. O fluxo dispara automaticamente.
Your Webhook URL
https://glsplatform.com/webhook/google
Configuração: VΓ‘ ao Google Ads β Recursos β FormulΓ‘rios de Lead β Webhook β cole esta URL β Salvar
Website Form
Your website contact forms
Not Connected
Adicione este cΓ³digo a qualquer formulΓ‘rio do seu site. Quando alguΓ©m enviar, aparece no CRM instantaneamente. Fonte marcada como FormulΓ‘rio do Site.
Add to your website form
<script>
async function sendToGLSCRM(name,phone,email,product){
await fetch('https://glsplatform.com/webhook/website',{
method:'POST',
headers:{'Content-Type':'application/json'},
body:JSON.stringify({name,phone,email,product,source:t('ls.websiteform')})
});
}
</script>
V
Vapi Inbound Calls
AI qualifies inbound callers
Not Connected
Quando alguém liga para seu número Vapi, a IA qualifica, coleta os dados e cria um lead no CRM automaticamente. Fonte marcada como Ligação Vapi.
Vapi Inbound Number
+1 (561) 532-2403
Calls handled by your AI assistant
Manual Entry
Add leads directly
Active
Adicione leads manualmente de ligaçáes, indicaçáes, eventos de networking ou qualquer outra fonte. Controle total sobre todos os detalhes do lead.
Recent Leads by Source
| Name | Source | Product | Status | Date | Actions |
|---|---|---|---|---|---|
| No leads yet | |||||
Integrations
Connect your tools β click any integration to configure
Communications
Twilio
SMS & Call Communication
Vapi AI
AI-Powered Outbound Calling
EmailJS
Automated Email Campaigns
Scheduling
Calendly
Connect your Calendly booking link
Social Media
Lead import & organic posting
Connect Facebook or Instagram to auto-import leads and post organically.
Facebook
Lead Ads + Organic Posting
Instagram
Lead Ads + Organic Posting
Google Lead Forms
Auto-import leads from Google Ads
Lead Sources & Tools
Google Ads
Google Lead Form Extensions
Insurance Quoting Tool
Final Expense Β· Term Life β Instant multi-carrier quotes
Client Information
About the Client
Import Leads
Upload a spreadsheet to import leads in bulk
CSV Upload
Import from Excel or Google Sheets
Click to upload or drag and drop
.CSV files accepted
How to Import
1
Prepare your spreadsheet
Column headers must be in the first row
2
Required columns
Name and Phone are required
3
Optional columns
Email, Product, Status, Source, Notes
Sample column headers:
Name, Phone, Email, Product, Status, Source, Notes
Clean Duplicates
Click Scan to find duplicate leads by phone number or email address.
Import History
No imports yet
Settings
Configure your CRM preferences
Profile
?
Profile Photo / Logo
Upload your photo or company logo
Change Password
π Booking Scheduler
Your built-in appointment scheduler β share your booking link with clients
Total Booked
0
Scheduled
0
Completed
0
Cancelled
0
Admin Dashboard
Live
Total Subscribers
0
Active accounts
Pro Subscribers
0
$39/mo each
Agency Subscribers
0
$59/mo each
Monthly Revenue
$0
Estimated MRR
Recent Signups
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Plan Breakdown
Estimated Monthly Revenue
$0
β Growing
Live Alerts
Mark All Read
No recent alerts
New Message
To
Cc
Subject
Add New Lead
Lead Details
Add Event
Apply Workflow
π± Send Bulk SMS
Sending to 0 leads
0 / 160 characters
β Only sends to leads with a phone number and SMS opt-in. Leads without phone or opted out will be skipped.
Send SMS
0 / 1600 characters
Connect Email Account
Connect your Gmail or domain email to sync your inbox directly inside GLS Platform.
or add manually
Add New Agent
Add Follow-Up Task
Delete Selected Leads
Are you sure you want to delete 0 selected leads? This cannot be undone.
Duplicate Cleanup
Send Email