Category
Agency Automation
CRM, funnel, booking, messaging, and workflow automation for small agencies.
The Agency Automation Stack Worth Testing First
A practical agency automation stack for CRM, lead capture, booking, follow-up, voice AI, content operations, and measurement.
Best CRM + Dialer
is a strong player in CRM + Dialer space, with rich functionality supporting a wide variety of sales needs. These are just some of the most popular features of Shape CRM: Plans start from $99/mo per user, which if compared to traditional players such us Salesforce, saves about $500 per user. At Shape there is no annual contracts. All of the features are included in one system for an affordable month to month price, and subscription can be cancelled any time. Call Recording/Monitoring Call recor
Fantastic Call, Messaging and Mini-CRM tool for small businesses, OpenPhone
Starts from $10/monthOverview Desktop App Mobile App OpenPhone Features Setup for Call Recording OverviewOpenPhone is a VoIP application for Mac, Windows, Web, iOS, and Android that adds second phone numbers to existing devices. It offers unlimited calling and messaging, a lightweight CRM, call forwarding, call recordings and more.Additionally, its integrations with other popular business apps like HubSpot and Google Contacts make it a popular choice for agents looking to streamline their workfl
CMS phone recording rule changes
In this first part we will review requirements and our first option, OpenPhone, a service which allows to record phone conversations.On May 9th 2022 CMS had published the final ruling and announced their policy and regulatory revisions for Contract Year 2023. There is one very important change for the upcoming Annual Enrollment Period which requires field agents to record all calls with beneficiaries in their entirety, including the enrollment process.Below is the summary of the changes: • All f