Mobile Funnels Made Easy

TwisterCRM is more than just a contact manager—it's a mobile-first conversion engine built specifically for financial professionals who want to streamline follow-up, engage more prospects, and grow faster with less friction.

Why TwisterCRM?

According to Forrester Research, nearly two-thirds of CRM initiatives fail due to poor adoption, lack of personalization, and disjointed workflows.

TwisterCRM is designed to solve that. Built with the needs of producers in mind, our CRM isn’t just a place to store contacts—it’s a tool that helps you stay in front of clients, convert leads, and run a proactive sales process from anywhere.

Essential

  • Personalized Digital Business Card

  • Smart scheduling with automated appointment reminders

  • Mobile-first design for on-the-go producers

  • Pipeline tracking from lead to conversion

Standard

  • Enhanced Digital Business Card

  • Voicemail drop + SMS/email workflows

  • Social media planner and automation tools

  • Campaigns that keep you in front of clients (birthdays, holidays, follow-ups)

  • Data hygiene tools that clean up and reactivate your database

  • Prebuilt marketing, sales and review funnels 

Custom

  • TwisterIQ can tailor the system specific to your industry niche and process

  • Custom websites and funnels for ad campaigns, webinars, seminars, etc.

  • We can customize the user/agent/advisor onboarding to your group

  • Book a call with our team to discuss your specific needs

Integrated Enhancements

These optional upgrades bring next-level functionality to your CRM—during your demo, we’ll explore which tools align with your business model and show you how they boost engagement and efficiency.

TwisterIQ Dial

Streamline your outbound efforts with a fully integrated dialer. Access client profiles instantly, personalize your conversations, and manage lead lists inside your CRM environment—no more disconnected workflows.

TwisterIQ Quote (coming Soon)

Integrated life insurance quoting tool lets you activate the carriers and products you want to showcase. Customize your quoting experience or leverage access through affiliated agencies.

TwisterIQ Review

Financial Pros can effortlessly collect reviews on Google, Facebook, and Agent Review.net. Boost your visibility, build trust, and manage your online reputation — all from one easy-to-use platform.

Ready to modernize your follow-up?

Book a Demo Today and see TwisterCRM in action.