Lead pipeline, unified client records, booking with calendar sync, and real MyMaxicare/SME/Corporate proposal generators — not a generic CRM you have to bend into shape.
No credit card charged until your trial ends. Cancel anytime.
Priced per person — Agent, Agency Unit Manager, and Agency Unit Head each get their own plan
No feature-gated "basic" tier that leaves out the tools you actually need day to day.
Track every prospect from first call to close, with disposition logging and a dedicated Leads Queue so nothing falls through.
One record per client across every product they buy, with automatic duplicate detection so the same person is never entered twice.
Real MyMaxicare, SME, Corporate, and Prepaid proposal PDFs generated from live rate tables — not a template you fill in by hand.
A public booking link that checks your real availability — including your connected Google Calendar — so no one double-books you.
Every follow-up and client concern tracked in one place, with due dates and priority so nothing slips.
Prepaid, IFG, SME, and Corporate sales all tracked with status, commission visibility, and after-sales history.
Agents, Agency Unit Managers, and Agency Unit Heads each get a plan matched to how much of the CRM they actually need.
Every add-on below is optional and can be turned on per person.
Commission & voucher tracking, including bulk PDF import and monthly compensation summaries.
Unlimited document attachments, once you're past the 200/month included with every plan.
Live, hands-on training for your whole team — one-time purchase, not a recurring charge.
Your card is charged for your chosen plan automatically once the trial ends. You'll get a reminder before that happens, and you can cancel anytime during the trial with nothing charged.
Agents, Agency Unit Managers, and Agency Unit Heads each run their own book of business and pay individually — so pricing follows the role, not a flat fee for the whole unit.
Yes — upgrade, downgrade, or toggle add-ons anytime. Changes apply from your next billing cycle.
Yes — every subscribing unit gets its own dedicated, fully isolated environment. Nothing is shared between units.
Cards, GCash, Maya, and bank transfer, processed securely through PayMongo.