Mobile app
The lead replied while you were in the car.
A native app for iPhone and Android — private invitation only right now, public release soon. The ranked worklist, the dialer, the calendar and your own P&L, so being away from a desk stops meaning being out of the conversation.
Where it actually breaks
Speed to lead dies the moment the producer leaves the desk.
The reply lands while nobody is watching
A lead answers at 5:40pm and the producer sees it the next morning, by which point the intent that made them reply is gone.
Producers text from personal phones
It is the fastest thing available to them, and it puts the conversation, the number and the relationship somewhere the agency does not own.
Between appointments is dead time
The gaps in a field day are exactly when the worklist could be worked, and a laptop is not getting opened in a car park.
Two versions of the day
Work done on a phone that never reaches the CRM has to be re-entered later, which mostly means it is not.
Push when it matters
A reply from a lead or a booked appointment reaches the phone directly, which is the difference between answering in four minutes and answering tomorrow.
Call and text from the same number
Calls and messages go out on the agency's number rather than a producer's personal mobile, so the lead sees one identity and the record stays complete.
The same worklist as the desk
The ranked list is one list. Working it from a phone between appointments doesn't create a second version of the day that has to be reconciled later.
Dial the whole list without typing a number
Today's worklist has a Dial all button. A producer with twenty minutes between appointments taps once and works the queue, rather than deciding who to call while sitting in a car park.
Every lead carries its own history
Disposition, last touch, heat, the state they're licensed in, the notes from the last call. Opening a lead on a phone shows the same record the desk shows, so nobody walks into a call cold because they were away from a laptop.
Thumbs up, thumbs down, and the list gets better
Each row on the worklist can be marked done or dismissed. That feedback is what retrains the ranking, so a phone used between appointments is also teaching the system which leads were worth surfacing.
The bottom bar changes with the job
Working leads gives you Command Center, Hot Leads, Appointments and Prospects. Switch to the Business Tracker and the same bar becomes Overview, Carriers, Calculator and Persistency — the phone follows what you're doing instead of burying it in one long menu.
On the phone
This is the whole selling day.
Four screens a producer lives in between appointments. Nothing here is a cut-down view of the desktop — it is the same worklist, the same dispositions, the same calendar.
Rotates daily — each lead rests on a cadence (warm ~2d · nurture ~5d · ghosted ~10d) so you cycle your whole book instead of the same 20.
Leads gone quiet — reconnect
Scheduled meetings with full lead context — manual bookings, AI setters, and virtual closer calls
View your scheduled calls, follow-ups, and upcoming events
Worth knowing
It is a companion, not the whole CRM.
This is deliberately a companion rather than the whole CRM. The heavy administrative surfaces (commission grids, statement reconciliation, agency settings) belong on a screen with room for them, and cramming them into a phone would make both worse. If your producers need full admin on mobile, that is a fair reason to say no to this part. On availability: iPhone is invitation-only today and the Android build is with Google Play for review — both are days from public, not quarters, and neither is on a store page you can reach yet.