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SPECIFICTION
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CallBack CRM

callbackcrm.com

From $97/mo Free trial WebWindowsmacOSLinuxiOSAndroid
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Spec score 8.5 #8 of 43 in Voicemail Drop Software

What it is

CallBack CRM is an AI-powered CRM for life, health, Medicare, and property and casualty insurance agents. It organizes leads with custom product pipelines, lead scoring, contact logs, notes, task assignment, and round-robin routing. Its AI engine is described as following up with new leads within 60 seconds, around the clock, through SMS, email, or voicemail drop. Communications features also include email campaigns, a unified inbox, and social messaging. The maker describes more than 50 features spanning CRM, marketing automation, communications, AI, digital signatures, invoicing, websites, forms, calendars, and a mobile app. Listed integrations include Zapier, Zoom, Meta Ads, Google Ads, API, and webhooks. The web app runs in Chrome, Safari, Firefox, or Edge, and apps are listed for iOS, Android, Windows, macOS, and Linux. Professional costs $97 a month and has a 14-day free trial. SMS, email, and AI use incur wholesale-rate charges in addition to platform access.

Spec sheet

Purpose
CallBack describes itself as an AI-powered CRM built for life, health, and P&C insurance agents.Read 30 Sep 2026 · callbackcrm.com
Integrations
The maker's site lists Zapier, Zoom, Meta Ads, Google Ads, and API and webhooks under Integrations.Read 30 Sep 2026 · callbackcrm.com
Support
The site offers one-on-one demos and links to a support center for customization and technical help.Read 30 Sep 2026 · callbackcrm.com
Company
The privacy policy identifies CallBack as CallBack LLC, a New Mexico limited liability company.Read 30 Sep 2026 · callbackcrm.com
Automated follow-up
Its AI engine sends follow-up through SMS, email, or voicemail drop and is described as responding to new leads within 60 seconds, 24/7.Read 30 Sep 2026 · callbackcrm.com
Broader feature set
CallBack says its platform includes more than 50 features spanning CRM, marketing automation, communications, AI, digital signatures, invoicing, websites, forms, calendars, and a mobile app.Read 30 Sep 2026 · callbackcrm.com
Communications
The platform lists email campaigns, SMS, a unified inbox, voicemail drops, and social media messaging among its features.Read 30 Sep 2026 · callbackcrm.com
Desktop and mobile
The site lists mobile apps for iOS and Android and desktop apps for Windows, macOS, and Linux.Read 30 Sep 2026 · callbackcrm.com
HIPAA
CallBack says it is not a HIPAA Business Associate by default; PHI processing is addressed when a separate Business Associate Agreement is executed.Read 30 Sep 2026 · callbackcrm.com
Lead pipeline
The CRM offers custom pipeline stages for life, health, Medicare, and P&C products, lead scoring, contact logs, notes, task assignment, and round-robin routing.Read 30 Sep 2026 · callbackcrm.com
Privacy and security
CallBack says it has measures designed to protect information but does not guarantee information security in transmission or storage.Read 30 Sep 2026 · callbackcrm.com
Usage charges
The maker says SMS, email, and AI usage are billed at wholesale rates on top of platform access; its fees page lists usage-based rates for phone, email, and AI services.Read 30 Sep 2026 · callbackcrm.com
Web access
The web app runs in a browser, requires no download or installation, and is listed for Chrome, Safari, Firefox, and Edge.Read 30 Sep 2026 · callbackcrm.com

Plans and prices

Professional $97 a month $97/month; homepage also shows $127 above the $97 price, without labeling its billing period 14-day free trial · unlimited team members · unlimited insurance contacts · multi-product pipelines for Life, Health, Medicare, P&C · SMS, email, and AI usage billed at wholesale rates Read 30 Sep 2026 · callbackcrm.com
Enterprise Priced on request Custom IMO/FMO pricing For large organizations, IMOs, FMOs, and agency owners · hierarchical permissions · gray-label options · scalable discounts · automated lead routing and round-robin distribution Read 30 Sep 2026 · callbackcrm.com

Every CallBack CRM plan and price →

Strong points and limits

Strong points

  • Follow-up by SMS, email, or voicemail drop
  • Custom insurance pipelines and lead scoring
  • Apps listed for mobile and desktop platforms
  • Integrations include Zapier, Zoom, and ad platforms

Limits

  • No free plan
  • SMS, email, and AI usage are billed separately
  • Maker does not guarantee information security in transmission or storage
  • Not a HIPAA Business Associate by default

Who it suits

It suits insurance agents handling life, health, Medicare, or P&C leads who need follow-up and product-specific pipeline tools. The maker also presents Enterprise for large organizations, IMOs, FMOs, and agency owners.

Verdict

CallBack combines insurance-focused lead management with automated follow-up and communication tools across web, mobile, and desktop. Account for usage-based charges; PHI processing is addressed when a separate Business Associate Agreement is executed.

Where Specifiction places it

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