The Enterprise CRM Trap
Tools like Salesforce require expensive developers just to set up a simple renewal reminder.
Massive Setup Costs
Enterprise CRMs take months to configure and often require hiring a dedicated consultant just to make them work.
Missed Policy Renewals
Without reliable, multi-channel automated reminders, clients forget to renew and switch to competitors.
Disconnected Marketing
Using a separate tool like ActiveCampaign for your newsletters means your sales data and marketing data never truly sync.
The Smart Broker's CRM
Automate renewal sequences, track policies in visual pipelines, and manage all client communication from one secure dashboard.
OmniSAM Pricing
$297/mo
No per-user fees. Ever.
Feature Comparison
See exactly what you get with OmniSAM compared to Salesforce & ActiveCampaign.
| Core Features | OmniSAM | Salesforce & ActiveCampaign |
|---|---|---|
| Automated Renewal Sequences (Email/SMS) | Requires Integration | |
| Visual Policy Pipelines | ||
| Unified Client Inbox | ||
| Secure Document Collection | Add-on required | |
| Website & Funnel Builder | ||
| No Per-User Licenses | ||
| Google Review Automation |