Choose DailyTrackly if
- Your agents work leads by phone all day
- You want texts and minutes included
- You want every call scored
Agent CRM alternative
DailyTrackly vs Agent CRM
Agent CRM is a marketing CRM built on HighLevel, $97 a month plus carrier fees. DailyTrackly is the sales desk, with texts and minutes included, from $19 per agent.
- Month to month
- Cancel anytime
- Admin login is free
The short version
Which one fits your agency?
Choose Agent CRM if
- You want websites and funnels
- You market by email and social
- You want ready-made Medicare campaigns
Side by side
What each one includes.
"Not listed" means Agent CRM's website doesn't list it.
| Feature | DailyTrackly | Agent CRM |
|---|---|---|
| Price and terms | ||
| Price | $19, $29, or $50 per agent a month | $97 a month; agency plans quoted |
| Texts and minutes | 1,000 of each per agent | Carrier fees |
| Contract | Month to month | Monthly |
| Calls | ||
| Power dialer | Included | Included |
| Phone system | Included, with queues and transfers | Included |
| AI call scores | Every recorded call | Not listed |
| Follow-up | ||
| AI follow-up | AI drafts it from the call | AgentAI follows up on its own |
| Text plans | Stop when they reply | Pre-built campaigns |
| Leads and the book | ||
| Lead vendors | Any vendor by webhook or API | Vendor integrations and Zapier |
| Renewals | Included | Renewal reminders |
| Referrals | A page for every agent | Referral workflows |
| Google review requests | Texted the day after a sale | Reputation management |
| Goals and leaderboards | Included | Not listed |
| Medicare and ACA forms | ||
| Scope of Appointment | Optional, signed by text | In its Medicare bundle (from its blog) |
| ACA consent | Optional, signed by text | A consent form (from its blog) |
| Where Agent CRM goes further | ||
| Websites and funnels | Not included | Included |
| Email and social | Not included | Included |
From agent-crm.com, its support site, and its blog, as of October 4, 2026.
Price at your size
What your agency pays each month.
DailyTrackly is priced per agent. Agent CRM lists one account price and quotes agency plans.
- DailyTrackly Pro, 5 × $19
- $95/mo
- Agent CRM
- Ask about agency plans
DailyTrackly
$95
a month at this size
Agent CRM doesn't list a price for 5 agents.
Pro includes 1,000 texts and 1,000 minutes per agent, then $0.03 each. Texting registration: $69 once, then $10/mo. Local numbers: $12 once, then $4/mo. Agent CRM adds carrier fees for texts and calls. See all DailyTrackly plans.
Built for the sales floor
The dialer, the coaching, and the scoreboard.
Real screens from a demo life and health agency.
Power Dial through every list
One click works the whole list. Pause, skip, or redial.
AI coaching that writes the close
Every sales call gets a score, one thing to fix, and an AI follow-up.
A scoreboard your floor can see
Premium and policies by agent, as sales are logged.
A real phone system
Your number rings the next free agent. Every call is recorded and scored.
Switching from Agent CRM
Bring your book. Keep your AMS.
Import your leads
From a spreadsheet, into New Leads or Current Customer.
Connect lead vendors
Any vendor by webhook or API, with a first text right away.
Keep your number
Port it in, or keep your phone system and log every call.
Questions
What agencies ask when they compare
Is DailyTrackly cheaper than Agent CRM?
For one agent, yes: $19 a month with texts and minutes included, against $97 plus carrier fees. For teams, Agent CRM quotes agency plans.
Does DailyTrackly have Scope of Appointment and ACA forms?
Yes, as an option. Agents text the form from the lead, and the client signs on their phone.
Is there a contract?
No. It's month to month, and the admin login is free.
See it side by side
See the whole desk in 15 minutes.
Book a live demo and bring your Agent CRM questions.
Rather talk now? Call (502) 289-8495 or text us