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CallBack CRM
What CallBack CRM is
CallBack CRM is an AI-powered customer relationship management platform for life, health, Medicare, and property and casualty insurance agents. It organizes leads through product-specific pipeline stages, 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, at any hour, through SMS, email, or voicemail drop. Other listed communication tools include email campaigns, a unified inbox, and social media messaging.
CallBack says the platform has more than 50 features across CRM, marketing automation, communications, AI, digital signatures, invoicing, websites, forms, calendars, and a mobile app. Its listed integrations include Zapier, Zoom, Meta Ads, Google Ads, API, and webhooks. The web app runs in Chrome, Safari, Firefox, and Edge without installation; apps are also listed for iOS, Android, Windows, macOS, and Linux.
The Professional plan is listed at $97 a month and includes a 14-day free trial. The maker also says the homepage shows $127 above the $97 price without labeling its billing period. SMS, email, and AI usage incur wholesale-rate charges on top of platform access. Enterprise pricing is custom for large organizations, IMOs, FMOs, and agency owners.
Who it suits
CallBack CRM suits life, health, Medicare, and P&C insurance agents who need product-specific lead pipelines and automated follow-up. Its Enterprise plan is aimed at large organizations, IMOs, FMOs, and agency owners that need hierarchical permissions or automated lead routing.
What it does well
- Automated follow-up is described as reaching new leads within 60 seconds, 24/7.
- Custom pipelines cover Life, Health, Medicare, and P&C products.
- Offers contact logs, notes, task assignment, and round-robin routing.
- Apps are listed for mobile, desktop, and web platforms.
- Integrations include Zapier, Zoom, Meta Ads, Google Ads, API, and webhooks.
What to know first
- SMS, email, and AI usage are billed separately at wholesale rates.
- The Professional plan is paid; there is no free plan.
- CallBack says it is not a HIPAA Business Associate by default.
Limits
The Professional plan costs $97 a month and adds wholesale-rate charges for SMS, email, and AI usage. It includes a 14-day free trial; there is no free plan.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Professional | $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 | $97 a month |
| Enterprise | 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 | On request |
As callbackcrm.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Open https://callbackcrm.com/.
- Start the 14-day free trial for the Professional plan.
- Use the browser app in Chrome, Safari, Firefox, or Edge without installing it.
- Alternatively, use the listed apps for iOS, Android, Windows, macOS, or Linux.
- Contact CallBack for a one-on-one demo or support with customization and technical help.
Verdict
Insurance agents looking for product-specific pipelines, lead routing, and automated follow-up should consider CallBack CRM. The Professional plan includes a 14-day trial, but ongoing SMS, email, and AI usage adds wholesale-rate charges. Organizations that require a HIPAA Business Associate relationship need a separate Business Associate Agreement for PHI processing.
Questions
How much does CallBack CRM cost?
Professional is listed at $97 a month. The maker also says the homepage shows $127 above the $97 price without labeling its billing period. Enterprise uses custom IMO/FMO pricing.
Is there a free plan or trial?
There is no free plan. The Professional plan includes a 14-day free trial.
Which platforms does CallBack CRM support?
It is listed for web, Android, iOS, Linux, macOS, and Windows. The browser app is listed for Chrome, Safari, Firefox, and Edge.
Are messaging and AI included in the plan price?
SMS, email, and AI usage are billed at wholesale rates on top of platform access.
What integrations are listed?
The maker lists Zapier, Zoom, Meta Ads, Google Ads, API, and webhooks.
Is CallBack a HIPAA Business Associate?
CallBack says it is not a HIPAA Business Associate by default. PHI processing is addressed when a separate Business Associate Agreement is executed.
Facts from CallBack CRM's own pages
- 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. · callbackcrm.com, 30 Sept 2026
- 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. · callbackcrm.com, 30 Sept 2026
- Communications
- The platform lists email campaigns, SMS, a unified inbox, voicemail drops, and social media messaging among its features. · callbackcrm.com, 30 Sept 2026
- Company
- The privacy policy identifies CallBack as CallBack LLC, a New Mexico limited liability company. · callbackcrm.com, 30 Sept 2026
- Desktop and mobile
- The site lists mobile apps for iOS and Android and desktop apps for Windows, macOS, and Linux. · callbackcrm.com, 30 Sept 2026
- HIPAA
- CallBack says it is not a HIPAA Business Associate by default; PHI processing is addressed when a separate Business Associate Agreement is executed. · callbackcrm.com, 30 Sept 2026
- Integrations
- The maker's site lists Zapier, Zoom, Meta Ads, Google Ads, and API and webhooks under Integrations. · callbackcrm.com, 30 Sept 2026
- 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. · callbackcrm.com, 30 Sept 2026
- Privacy and security
- CallBack says it has measures designed to protect information but does not guarantee information security in transmission or storage. · callbackcrm.com, 30 Sept 2026
- Purpose
- CallBack describes itself as an AI-powered CRM built for life, health, and P&C insurance agents. · callbackcrm.com, 30 Sept 2026
- Support
- The site offers one-on-one demos and links to a support center for customization and technical help. · callbackcrm.com, 30 Sept 2026
- 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. · callbackcrm.com, 30 Sept 2026
- Web access
- The web app runs in a browser, requires no download or installation, and is listed for Chrome, Safari, Firefox, and Edge. · callbackcrm.com, 30 Sept 2026
Where CallBack CRM stands on Freedom251
- Voicemail Drop Software#11 of 43