Six modules. One platform.
Activate what you need today. Add the rest as you grow. Every module shares the same data, agent, and client.
Bindloops CRM
Per-product pipelines (Life and Annuities today, Health coming soon), semantic-color kanban, hybrid lead scoring, per-contact timeline, TCPA consent built in.
Explore CrmBindloops Voice
Native softphone with a real-time AI copilot: live transcription and objection handling on screen. Plus Sofía, your 24/7 voice receptionist.
Explore VoiceBindloops Flow
Omnichannel automation with "Create with AI": describe the flow and AI builds it. WhatsApp, SMS, email, plus funnels with auto-branded PDFs.
Explore FlowBindloops Academy
Life & Health exam simulator for 50 states + DC, AHIP prep, bilingual glossary with flashcards, and an AEP/OEP certification tracker.
Explore AcademyBindloops Compass
Your client's financial app: financial profile, debt payoff plan, connected accounts. Every milestone flows back to your CRM as a warm signal.
Explore CompassBindloops Roleplay
A voice bot that simulates real prospects. Your agents rehearse scripts and objections 24/7 — before calling real leads. Coached and scored.
Explore RoleplayLife, annuities, and everything you sell — on one platform (health coming soon):
Ready to close the loop?
1-on-1 onboarding and we help you migrate your current CRM in a day. The first month is charged up front. 30-day guarantee: if it is not for you, we refund everything.