DailyTrackly

Month to month. No contracts.

One login. One bill. From $19 per agent.

Every plan is the whole platform: Power Dial, phone, texting, CRM, renewals, and AI call coaching. Pick by how much your agents text and talk.

  • The admin login is free
  • Cancel anytime
  • No hidden fees

Pro

Everything you need to produce

$19per agent
a month

  • 1,000texts per agent
  • 1,000minutes per agent
  • Power Dial, workflows, and phone
  • AI call scores and coaching
  • Pipeline, renewals, goals, and sales
Start Pro
Most popular

Pro Plus

For busy dialing floors

$29per agent
a month

  • 1,500texts per agent
  • 1,500minutes per agent
  • Everything in Pro
  • 50% more texts and minutes than Pro
Start Pro Plus

Pro Max

High-volume teams

$50per agent
a month

  • 3,000texts per agent
  • 3,000minutes per agent
  • Everything in Pro Plus
  • Triple Pro's texts and minutes
Start Pro Max

Texts and minutes are pooled across your paid agents and reset every month. Not sure which fits? Book a demo and we'll size it with you.

On every plan

Power Dial, from $19 an agent.

A lead texts back: Yes, still looking. Can you add my wife's car to the quote? A lead's card: what they pay now, what they would save, notes, and Mark Won AI coaching after a call scored 84: You didn't ask for the sale after she liked the price on the bundle The Power Dialer on a call, lead 1 of 4, with Pause, Open lead, Hang up and next, Redial, Skip, and Stop

Add-ons and usage

Extra only if you use it.

Add-ons

E-sign Documents signed by text or email, for the whole team
$15/mo
Agency website Your own site and web address, with a quote form that sends requests to New Leads
$20/moWeb address included
Local phone numbers One for each lead source or agent, as many as you need
$4/mo each$12 one-time
Mandatory Mobile Carrier (10DLC) Registration Fee Required by the mobile carriers before a business texts in the US
$10/mo$69 one-time

If you go past your plan

Extra texts Per text segment
$0.03
Extra call minutes Per minute
$0.03

One platform. Zero busywork.

The all-in-one solution.

DailyTrackly Pro · 5 agents

$95 / month

$19 per agent

  • Cloud phone system
  • Power Dial
  • CRM
  • Texting
  • E-signOptional · $15/mo
  • AI call coaching

Total for 5 agents

Six separate tools
~$1,225/mo
Your cost
$95/mo
You save
~$1,130/mo

Keep ~$226 more per agent. Reclaim ~$13,560/year for your agency.

One bill. One login.

Also built in · no extra bill

Statements in. Policies assigned. Commissions done.

Fully automatic
  1. AI reads the carrier PDFEmailed or dropped in
  2. Policies auto-assignedTo the right agent and customer
  3. Commissions calculatedIndividual payouts generated

Zero data entry.

Automatic goals + prize wheels

  1. Auto-track team goals
  2. Smash targets
  3. Spin for prizes

The six tools: phone, dialer, CRM, texting, e-sign (DocuSign Standard's annual price), and AI call coaching (the low end of what such tools charge), at typical prices per agent. The math starts at 5 agents: about $1,225 a month for the six, against $95 for DailyTrackly Pro. E-sign is optional, $15 a month for the whole team. Phone numbers, the mandatory mobile carrier (10DLC) registration, and usage past your plan are extra, as above.

Included on every plan

One login replaces the stack.

Nothing here is held back for a higher plan.

Calling

  • One-click Power Dial
  • Browser phone, inbound and outbound
  • Agency number with call queue
  • Extensions and attended live transfer
  • Call recording and call history
  • Multiple numbers, and bring your own
  • Send and receive fax

Texting

  • Two-way texting from any lead
  • Follow-up workflows by stage
  • AI follow-up texts from the call
  • Renewal and win-back texts
  • Consent, quiet hours, and STOP handled

Leads and your book

  • Lead vendors, import, webhooks, and API
  • Current premiums and savings on every lead
  • Requotes on the date you set
  • Renewals board
  • Clients-Shopping alerts
  • Agent referral pages

Your team

  • AI call scores and coaching
  • Team stats, with close rate and speed to lead
  • Goals, leaderboards, and sales tracking
  • Last week's numbers by email every Monday

Built-in browser phone

Online voice transmission

Calls run in the browser.

No desk phone and nothing to install. Agents place and take calls on the lead, and the call history and recordings stay in the same workspace.

Call conferencing

Add a third person to a live call.

An agent presses 3-way, enters a number, and all three are on the same call. To hand a call to a teammate, Transfer shows who is available and who is on a call, and the customer stays on the line.

Questions

What owners ask about price.

Who do I pay for?

Each agent who dials and texts. The admin login is free: it runs the workspace. An owner who also works leads adds an agent login for themselves.

What is the difference between the plans?

Only the texts and minutes. Every plan is the whole platform. Pro includes 1,000 texts and 1,000 minutes per agent a month, Pro Plus 1,500, and Pro Max 3,000.

What happens if we go over?

Texts and minutes are pooled across your paid agents, so a busy agent can use what a quiet one doesn't. Past the pool, extra texts are $0.03 per segment and extra minutes are $0.03 each. The pool resets every month and unused ones don't roll over.

What’s the Mandatory Mobile Carrier (10DLC) Registration Fee?

US mobile carriers require every business to register before it sends business texts, on any texting platform. It is $69 one-time, then $10 a month, separate from your plan and its included texts. You complete it in the app once you're on a plan, and it isn't refundable once we've submitted it to the carriers.

Is there a contract?

No. It is month to month: cancel anytime, and it takes effect at the end of the billing period.

Is there a free trial?

There's no free trial. Book a demo and we'll walk you through it live, or start Pro month to month and cancel anytime.

Can we add or remove agents later?

Yes. Change seats and your payment method in Billing whenever you like. Seat changes are prorated.

Do I need a card to start?

Yes. You pay by card through Stripe when you create your workspace.

We're a captive agency. Can agents text without automations?

Yes. An agent can always send a one-off text from any lead, and Captive Agent Requirement turns automated follow-ups into Text Cards that each agent reviews and sends by hand.

Ready when you are

Your whole agency on one bill.

See DailyTrackly on a live walkthrough, or start working your leads today.

Rather talk now? Call (502) 289-8495 or text us

Book a demo