ChosenCRM platform
One sales execution platform. Four vertical CRM experiences.
ChosenCRM brings calls, texts, ChosenAI, AI coaching, pipeline, automation, goals, and reporting into one platform for teams that need the CRM to drive action.
Execution loop
The same engine underneath every vertical site.
Lead
Call or text
ChosenAI coaching
Pipeline movement
Automation
Goals
Reporting
Dialer + Power Dialer
Call queues, notes, and follow-up tasks built into daily selling motion.
SMS
Text conversations connected to lead, client, and opportunity context.
ChosenAI + AI Coaching
Summaries, next actions, coaching cues, and manager visibility.
Pipeline + Automation
Stages, task queues, reminders, and triggered follow-up by workflow.
Goals + Accountability
Activity scorecards, rep goals, manager dashboards, and coaching queues.
Reporting
Activity, source, pipeline, and team reporting for sales execution.
Vertical experiences
Each industry gets its own website path, language, and workflow order.
Mortgage CRM
Power dial mortgage leads, text borrowers, automate follow-up, manage loan pipelines, coach LO conversations with ChosenAI, and give branch managers the accountability view they need.
Explore MortgageReal Estate CRM
Route buyer and seller leads, power dial prospects, send SMS, add IDX, manage agent pipelines, coach conversations with ChosenAI, and hold every agent accountable.
Explore Real EstateSolar CRM
Power dial solar leads, send SMS, manage setter and closer pipelines, coach calls with ChosenAI, automate follow-up, and report on activity from first contact to install momentum.
Explore SolarInsurance CRM
Manage agency leads, power dial prospects, text clients, track quote and renewal pipelines, coach producer conversations with ChosenAI, and report on the activity that grows the book.
Explore Insurance