Everything your sales team needs in one platform.

Power dialer, CRM, AI coaching, analytics, and integrations — built for insurance sales.

Call Metrics Dashboard

Real-time visibility into call volume, connect rates, talk time, and disposition — across every rep, team, and campaign.

Rep Performance Scoring

AI-scored calls based on talk time, objection handling, and close rate. Know exactly who needs coaching and who's ready to lead.

Team Leaderboards

Live leaderboards that drive healthy competition. Track dials, connects, appointments set, and policies written across your agency.

Conversion Tracking

Follow every lead from first dial to closed policy. See which campaigns, lists, and reps actually produce revenue — not just activity.

Call Recording Analytics

Every call recorded and analyzed. AI surfaces the moments that matter — objections handled, buying signals missed, compliance risks flagged.

Pipeline Velocity

Measure how fast leads move through your pipeline. Identify bottlenecks, stalled deals, and the exact stage where prospects drop off.

Campaign ROI Tracking

Connect ad spend directly to closed policies. Know which lead sources are profitable and which are burning budget before it's too late.

TCPA Compliance

Built-in TCPA safeguards for every outbound call. Time-zone restrictions, consent tracking, and calling-hour enforcement — compliance by default.

DNC List Management

Automatic Do-Not-Call list scrubbing before every dial session. Federal, state, and internal DNC lists checked in real time so you never call someone who opted out.

Call Recording Consent

Automated consent announcements for two-party states. The system knows which states require disclosure and handles it before your rep says a word.

Role-Based Access

Agents see their leads. Managers see their team. Admins see everything. Granular permissions that match how your agency actually operates.

Spam Shield

Automatic number rotation and caller ID health monitoring. Keep your numbers clean and your answer rates high — no more flagged or blocked calls.

Data Export & Portability

Your data is yours. Export contacts, call logs, recordings, and analytics anytime in standard formats. No vendor lock-in, no hostage data.

End-to-End Encryption

All call data, recordings, and customer information encrypted in transit and at rest. Enterprise-grade security without the enterprise price tag.

Power Dialer

Multi-line parallel dialing that lets one rep do the work of five. Dramatically increase contact rate and call volume without adding headcount.

Local Presence

Automatically dial from local area codes so prospects see a familiar number. Higher answer rates mean more conversations and more policies written.

Call Queue Management

AI builds and manages your call queue automatically. Old leads that didn't answer get recycled back into rotation — nothing falls through the cracks.

Voicemail Drop

Pre-recorded voicemails dropped with one click. Move to the next dial instantly instead of waiting for the beep — reclaim hours every week.

Click-to-Call

Dial any number from your CRM, browser, or lead list with a single click. No copy-pasting, no manual dialing, no wasted seconds between calls.

Speed-to-Lead

New leads hit your dialer the moment they come in. First to call wins in insurance — Consuelo makes sure that's always your team.

Lead Disbursement

Distribute a thousand leads across five reps with one click. Round-robin, weighted, or manual — each agent gets exactly their leads, no overlap.

Call Transfer

Warm and cold transfers that keep the conversation flowing. Hand off to closers, managers, or specialists without dropping the prospect.

GoHighLevel

Works inside GHL as a native embedded app. Your team dials, coaches, and manages leads without ever leaving the GoHighLevel dashboard.

Salesforce Import

Migrate your entire Salesforce org in minutes. Contacts, companies, pipeline stages, and custom fields — mapped and imported automatically.

Zapier

Connect Consuelo to 5,000+ apps through Zapier. Trigger workflows, sync data, and automate the busywork between your tools.

Webhook API

Real-time webhooks for every event — calls, dispositions, lead updates, recordings. Build custom integrations that react the moment something happens.

CSV Import & Export

Bulk import leads from any source and export your data anytime. Standard CSV format means your data works everywhere, not just here.

REST API

Full REST API for everything Consuelo does. Build custom dashboards, connect internal tools, or automate your entire sales workflow programmatically.

Ads to CRM

Connect your ads platform straight to your CRM. Leads from campaigns flow directly into your pipeline — no CSV exports, no manual imports.

Onboarding Assistance

Dedicated onboarding that gets your team dialing on day one. We migrate your data, configure your dialer, and train your reps — not just hand you docs.

Knowledge Base

Searchable docs, video walkthroughs, and step-by-step guides for every feature. Find answers fast without waiting for a support ticket.

Live Chat Support

Real humans, not chatbots. Get help from someone who actually knows the product — available when you need it, not when a queue says so.

Training Webinars

Weekly live sessions covering power dialer tactics, AI coaching setup, and pipeline management. Your team gets better every week, not just at onboarding.

Community Forum

Connect with other insurance sales teams using Consuelo. Share scripts, strategies, and workflows that actually work in the field.

Open Source Transparency

Consuelo is open source. Inspect the code, suggest features, report bugs, and know exactly what's running your sales operation. No black boxes.

Save $230/seat. Every single month.

Join insurance teams using Consuelo to replace their entire sales stack. Free CRM forever, $20/seat power dialer, real-time AI coaching.

Open Source, Free CRM Forever