Stop Chasing Leads & Start Closing More Deals

Convert More Leads Into Sales

Harmony CRM by Harmony Health and Life Insurance Partners LLC helps you capture, nurture, and close leads on autopilot through SMS, Email, Live Chat, Phone Calls, and more! Scroll down for more details.

Click Here To Watch A Quick Demo!


Using Harmony CRM You Can

Speed

Double Your Speed To Lead

Stop missing out on conversations! Streamline all of your

communication in one place so that you can double your speed to lead and fill your pipeline!

Calendar

Instantly Fill your Calendar

Say goodbye to missed sales opportunities! Harmony CRM schedules appointments for you automatically so that you can close more deals!

Calls

Drive More Phone Calls

Automatically route calls and convert inbound leads to sales opps by connecting you directly with leads who want to talk right now!

Smart

Build Smart Nurture Campaigns

Get up to an 80% response rate from your leads and customers

with Harmony CRM's SMART automation campaigns that interact across multiple channels!

Performance

Gain Key Insights Into Performance

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!

Industry Leading Features

Automated Follow Up

Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, and Web Chat to increase response rates to up to 80%.

Team Management

Work as members to see the system how they see it, track progress, set up campaigns, and more.

Communication Center

All of your communications in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and so on!

AI Appointment Booking

Use Harmony CRM to book appointments for you so that you can focus on what matters the most: closing deals.

Lead Round Robin

Automatically distribute leads between team members and track the progress on each lead.

Mobile App

Close prospects on-the-go with our mobile app, respond to leads, track statues, complete reminders, and more.

Live Call Transfer

Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.

Reminders

Remind yourself to call leads send documents, or any other sales-related tasks in your leads' lifecycle.

Advanced Reporting

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales.

Seamless Integration With 2000+ Tools

Integrate Harmony CRM With Tools You Already Love With Custom Integration And Zapier

Join The Growing List Of Happy

Harmony CRM Customers!

I love how Harmony CRM connects all communication together. It has made it super easy for my team to keep up with new prospects and close more deals!

Christian Kuzdub

Kuzdub Consulting -

Medicare CRM

Lite

  • 2 Team Members

  • Customer Management for all Medicare, Health, and Life Lines

  • Lead Management for all Medicare, Health, and Life Lines

  • 250 Contacts

Medicare CRM Standard

  • Lite +

  • 5 Team Members

  • $10 Monthly Credits

  • Automate Everything

  • Nurture Campaigns

  • Reputation Management

  • Website

  • Blogs

  • 24/7 Live Chat Support

  • HIPPA Compliant Storage

  • Call Recording

  • 1500 Contacts

  • Account Setup Call

Medicare CRM

Growth

  • Standard +

  • 10 Team Members

  • Memberships

  • Course Builder

  • Community Builder

  • Integrated Ads Manager

  • Social Post Planner

  • Unlimited Funnels

  • 25,000 Contacts

Additional Usage

  • Text: $0.016 ea.

  • Local Voicemail: $0.05 ea.

  • Email: $0.004 ea.

  • Toll-Free Number: $5 ea

  • Local Numbers: $3.00 ea.

  • Toll-Free Minutes: $0.08 ea.

  • Local Minutes: $0.05 ea.

  • Toll-Free VM: $0.08 ea.

Frequently Asked Questions

What Kind Of Support Do You Provide?

Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.

How Do I Get Started?

Sign up for a Demo of our Gold or Platinum plan and see how easy our services make business management. We hope you'll join us once you see how we can boost your business.

How Secure Is My Customer Data?

Data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.

How Does Your Automation Work?

We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.

Can I Cancel My Account At Any Time?

You can cancel at any time. No need to worry about obligations or contracts.

What Platforms Do You Integrate With?

Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between all your apps with ease.

Ready To Close More Deals?

Schedule A Demo Now!

Copyright 2025 Harmony Health and Life Insurance Partners LLC